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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©️ 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
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