Solution introduction
Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting
Elevate Investing with Institutional Investment Analysis and Research
Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform.
The foundation you need for sophisticated financial analysis.
Data
Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model portfolios, separate accounts, ETFs, indexes, strategy-level data, ESG data, fixed-income data, and more.
Research
Surface global insight grounded in historical context with our independent research, available as it’s being published. Our content1 is curated for your day-to-day needs, and includes detailed analysis on markets, equities, and managers.
Proprietary ratings
Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distill complex information efficiently so you can elevate communication with your clients.
