Morningstar Direct
Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.
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It’s everything that makes Morningstar special: data and research, ratings, analytics, design, and a mission of empowering investor success.
Seamless Access
Get seamless access to Morningstar data and centralise the tasks most critical to portfolio managers, product developers, marketers, analysts, and researchers.
Analytics
Combine your proprietary data with ours, then use our methodologies to create customised results and tell your story on your terms.
Choice
Choose the foundational and contextual data you need, whether it’s one dataset or 100.
Efficient Delivery
Receive data in the format you need, be it a data feed, a report, or raw code.
Direct Helps You With
Research and Analysis
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.
Product Creation
Construct and analyse investment strategies before they hit the market, then iterate on them to continue to drive high performance.
Portfolio Management
Curate a library of model portfolios, custom benchmarks, and accounts with our creation, analysis, and management tools, then connect that library to modules across Direct for deeper insights.
Investment Reporting
Streamline the creation and distribution of collateral to client-facing groups and keep the whole team connected with custom templates approved by your compliance team.
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Direct Features
Focus on your strategy and automate the rest. From initial research to ongoing monitoring, you get a professional, branded experience.
Direct Lens
Data Feeds
Presentation Studio
Report Portal
Interactive Research
Analytics Lab
morningstar_data Python Package
Direct Compass
Insights
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