Morningstar Direct™

Quality data doesn’t just ground effective analysis; it builds trust. Show your clients how your recommendations align with their goals with our global dataset that’s one of the broadest in the industry.

Evolve your expertise with insights from one of the largest teams of independent equity and managed-product analysts in the world and capitalise on the industry trends most relevant to your work. Our complex research methodologies surface as digestible ratings in our reporting capabilities.

Unlock the power of our data, research, and analytics with one click. We give you a multifaceted view of data powered by our notebooks, so you can make decisions with less friction and leave behind time-consuming processes.

Our historical fund-flow data and forecasts bring investor preferences to light so you can build more competitive and relevant products.

Calculate outcomes across multiple variables at once by curating and grouping investments based on your needs.

Our research, ratings, and data help you navigate the evolving definitions and regulations that surround sustainable investing, so you’re a reliable resource for your clients, no matter the topic.

Understand the potential impact different risk factors and scenarios can have on every portfolio to avoid threats and improve outcomes for your clients.

Modernise your portfolio analytics by adding both public and private investments in one place for a holistic view.

Direct can save you time, money, and resources by eliminating the need for additional technology stacks and data systems.

Long-term planning requires long-term preparation. Stress test your portfolios across market and macroeconomic scenarios to see how they hold up.

Examine a portfolio’s underlying holdings for aspects of risk and exposure to help you anticipate what’s coming so your plans can stay on track.

Quickly assess the impact of your holdings.  

You can group holdings to assess market exposure, see how holdings interact with one another, and more. 

Understand the potential impact different risk factors and scenarios can have on every portfolio to avoid threats and improve outcomes for your clients. 

Presentation Studio unites your firm under one cohesive, compelling story that highlights your strengths and brand.

Report Portal––an add-on that integrates with your existing Morningstar Direct and Presentation Studio tools––streamlines distributing collateral to client-facing groups and keeps the whole team connected with custom templates approved by your compliance team.

Download Morningstar Direct to your desktop or learn how to make the most of your current seat with our on-demand training resources.

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Sign up for a free trial and bring your investment vision to life.

Presentation Studio’s unique template design lets firms create custom reports or standardised layouts for easy comparisons and across-the-board consistency so that communications can resonate across different audiences. 

A paid distribution license lets you scale the reach of your Presentation Studio report to a wider audience. You can create reports for everything from internal-facing company reports for a large audience to reports for external client meetings and even external-facing channels such as landing pages.

Run customised, strategy-aligned investment report templates anytime, anywhere with Report Portal.

This paid addition to Morningstar Direct helps you build your brand, generate business, and expand your reach with unified messaging across sales teams, asset managers, and consultants.