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Access Morningstar’s global data, independent research, holdings-based analytics, and powerful peer analysis tools to build, manage and market products.

What You Need to Make Informed Decisions

Comprehensive Data

Access data from nearly every investment universe—and integrate it with your own.

Investment Research

Dig into curated research from one of the largest independent analyst teams in the world.

Tools for Analysis

Analyze trends and build products with the help of custom peer groups and asset flows.

Take your Strategy to the Next Level

Global Risk Model

Identify an investment’s true sources of risk using factors from our forward-looking analysis.

Investor Pulse

See how you're doing compared to your peers and the overall market by digging into the factors that impact fund flows.

Report Portal

Empower your distribution team through on demand, dynamic, compliance-approved custom report templates.

Research Portal

Access the latest investment research and fund evaluations, curated for relevance to your work.

Asset Allocation

Identify optimal asset-allocation policies and enhance forecasts of future performance.

Peer Analysis

Apply benchmarks, defined data, and ranking analysis to monitor the performance of custom-grouped investments.

Ready to See for Yourself?

Try Morningstar Direct for Asset Management to bring your investment strategies to life.