Morningstar DirectTM

An Investment Analysis Platform that Elevates the Way You Work.

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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.

Portfolio Construction

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.

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.

Increase Efficiency

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
Manager Research 

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.

Peer Analysis and Manager Research

Portfolio Construction and Management

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.

Independent Insights

Obtain and share market intelligence with your clients using our Research Portal. Subscribe to topics, analysts and investments to create a curated view of the latest events and thought leadership in the industry. Access real-time insights from one of the largest teams of independent analysts in the world, then share that research to back up your decisions.

Independent Insights

Portfolio Analysis

Portfolio Analysis

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.

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