Have more questions?
We know these decisions aren’t easy. You want the right fit for your business. Our specialists can help you through the decision-making process—no strings attached.
Advisers today are balancing clients, investments, and portfolios along with operational and compliance processes. It’s time to evolve your practice, and we can help with Morningstar Direct℠ .
Construct
Portfolios
Morningstar Direct provides one, consolidated place for the entering, tracking, and reporting for your custom strategies. Use Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios – and then seamlessly create custom branded reports.
✓ See meaningful analytics on your aggregated portfolios, including over a hundred performance and risk measures
✓ Easily track your portfolios, including any positional changes
✓ Validate changes in the portfolio with the Total Portfolio Attribution Module.
Custom
Reporting
Effortlessly create custom branded reports for core uses such as Investment Committee meetings, prospect and client meetings, and managed account fact sheet generation. Have Morningstar Direct run reports automatically on an on-going basis.
✓ Automate your Managed Account/Model Portfolio fact sheet production
✓ Compare multiple investments, including different types of investments, on one report
✓ Build side by side comparisons of portfolios
Increase
Efficiency
Access Morningstar’s comprehensive database of quantitative data and qualitative research, and then leverage it to easily conduct customised due diligence to streamline your workflows and minimise compliance risk.
✓ Use the customisable dashboard for on-going monitoring of your APL and for future reference to investment rationales
✓ Access our global stock research, including detailed analytics on the Morningstar fair value estimate
✓ Dig deep into managed funds and see comprehensive holdings and conduct attribution analysis
For 35 years, Morningstar has built its business by putting the investor above all else. It is reflected in our underlying principles and the things we stand for – like independence and transparency. It informs our partners, who we hire, our product roadmap and most importantly, when we say no. It is ingrained in our DNA – the Morningstar you experience in 35 years’ time will be the same as the one Joe setup in that Chicago apartment in 1984 and the one you interact with today. Our commitment to support and align with advisers that share these beliefs has never been greater
We know these decisions aren’t easy. You want the right fit for your business. Our specialists can help you through the decision-making process—no strings attached.
For more information, simply contact us on 02 9276 4445 or email sales.au@morningstar.com
