Welcome to Morningstar Direct^SMLearning Opportunities. Get started with the Basics to learn about the core fundamentals. Once you've mastered the Basics, jump right to the Role-Specific Product Capabilities designed for Asset Management or Wealth Management. Learn more and check out Additional Skills to build your knowledge.

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Basics

Get started today and learn about the core navigation and fundamentals of Morningstar Direct. Discover how to build lists, screen for specific investments, create custom data sets, charts, and reports. Once you've mastered the basics, explore the various product capabilities you have access to.

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Role-Specific Product Capabilities

Discover the various product capabilities of Morningstar Direct. From peer analysis and manager research, ESG data and research, market trends, asset-allocation strategies, independent insights, portfolio analytics, to telling your story with presentation studio, Morningstar Direct will help you elevate the way you work. We organized the product capabilities by role-types, so you can jump right into the learning materials that's best-suited for you.

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Additional Skills

Want to learn more? Build your knowledge and proficiency of Morningstar Direct. Learn how to create alerts on investments, build custom classifications, document and share notes with your team members, and dynamically retrieve various types of data points from the Morningstar databases within Microsoft Excel.

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Learning Resource Library