Morningstar Direct - Peer Analysis


UK

Morningstar Direct


		Overview


		Peer Analysis


		Style Analysis


		Performance Evaluation


		Stock and Ownership Analysis


		Reporting Capabilities


		Data Universes


		Client Support Services

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Selective. Critical. Essential.

Performing in-depth peer analysis is essential to institutional investment research. Whether for competitive analysis or investment selection, identification of the subject investment’s true peers is fundamental. Morningstar Direct™ provides institutions with a powerful platform for determining and analysing an investment’s true peer group.

What you can do:

Create custom peer groups

	Identify investments by specific criteria, such as an 80% weighting in equities with less than 15% of assets in financials, and a history of style consistency
	Import a list of tickers to define a peer group
	Save custom peer groups for later use

Use Morningstar Direct to perform searches based on advanced search criteria and quickly identify relevant data. Build and save custom peer groups, and then modify groups as needs change.

Analyse custom peer groups

	Run rank and percentile rank calculations on any numerical data point
	Customise data points for precise calculations
	Combine investments from various data universes into a single integrated analysis
	Perform comparisons across domiciles in the relevant currency

Morningstar Direct includes a number of easy-to-access commands for analysing a custom peer group. Easily run calculations and analyse a group using customisable portfolio, risk, performance, and operations data. Accurately track and judge the performance of your products and those of the competition.

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