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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Morningstar’s climate solutions support the entire investment process

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

Create, edit, and analyse portfolios quickly and efficiently using a clear, intuitive interface.

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Data Feeds

Empower investor success with independent, comprehensive, and timely data delivered how you want, when you want it, in a format you can use.

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Presentation Studio

Use Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product comparisons, and presentations.

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