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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
Access data from nearly every investment universe—and integrate it with your own.
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.
See how you're doing compared to your peers and the overall market by digging into the factors that impact fund flows.
Empower your distribution team through on demand, dynamic, compliance-approved custom report templates.
Access the latest investment research and fund evaluations, curated for relevance to your work.
Identify optimal asset-allocation policies and enhance forecasts of future performance.
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.