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Designed for institutional use, Morningstar Direct is an Internet-based research platform that enables users to perform in-depth investment analysis. It powers sophisticated holdings- and returns-based style analysis, insightful peer/competitive analysis, thorough manager performance evaluation, and efficient investment monitoring and reporting. Morningstar Direct fully integrates all investment universes to enable cross-universe analysis. It is the exclusive source for underlying details on proprietary Morningstar statistics.
Use Morningstar Direct to conduct a manager search and selection across investment types, conduct fund line-up reporting, deconstruct Morningstar's proprietary methodologies, support new product development, explore and highlight the differences and similarities among investments, and create insightful reports and presentations in sales and education situations.
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Coverage, Reports, and Presentations
Technical Specifications Guide