Morningstar Direct™

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.

Evolve your expertise with insights from one of the largest teams of independent equity and managed-product analysts in the world and capitalise on the industry trends most relevant to your work. Our complex research methodologies surface as digestible ratings in our reporting capabilities.

Unlock the power of our data, research, and analytics with one click. We give you a multifaceted view of data powered by our notebooks, so you can make decisions with less friction and leave behind time-consuming processes.

Our historical fund-flow data and forecasts bring investor preferences to light so you can build more competitive and relevant products.

Calculate outcomes across multiple variables at once by curating and grouping investments based on your needs.

Our research, ratings, and data help you navigate the evolving definitions and regulations that surround sustainable investing, so you’re a reliable resource for your clients, no matter the topic.

Understand the potential impact different risk factors and scenarios can have on every portfolio to avoid threats and improve outcomes for your clients.

Presentation Studio unites your firm under one cohesive, compelling story that highlights your strengths and brand.

Report Portal––an add-on that integrates with your existing Morningstar Direct and Presentation Studio tools––streamlines distributing collateral to client-facing groups and keeps the whole team connected with custom templates approved by your compliance team.

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