The Foundation you Need for Sophisticated Financial Analysis
Advisers today are balancing client relationships, making investments, and monitoring portfolios along with operational and compliance processes. It’s time to evolve your practice, and we can help with Morningstar Direct.
Morningstar Direct provides one, consolidated place for building, tracking, and reporting your custom strategies.
Leverage Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios on your aggregated portfolios, including over a hundred performance and risk measures.
Effortlessly create custom branded reports for core uses such as Investment Committee meetings, prospect and client meetings, and managed account fact sheet generation.
Track portfolio changes over time and easily aggregate portfolio performance, risk analytics, and other important data points such as fees and ESG score.
Meet the Morningstar Direct Lineup
Peer Analysis and
Apply benchmarks, define data and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation. Automate reporting to streamline day to day processes.
Portfolio Construction and Management
Build and customise models and portfolios to meet business and client goals. Our asset allocation strategies set expectations for returns, risk and correlations as inputs, and our auto-allocation tools make it easy to stay aligned to your strategy.
Leverage our advanced portfolio analytics tools to assess potential drivers of portfolio return and uncover attribution factors. Understand asset allocation and stock selection decisions within funds and models.
Ready to See For Yourself?
Register your details below and our team will be in touch to discuss your needs.