U.S.A.
Morningstar Direct
Our institutional investment analysis platform.
Value Partners
Danske Bank
Invesco, Ltd.
Cook Street Consulting
The Salvation Army
Allianz Global Investors
Marquette University
Mercer LLC
AllianceBernstein
American Century Investments
ING Investment Management
The Standard
Standard Bank
Comgest
Larraín Vial AGF
Palatine Asset Management
Baron Capital
SEB Wealth Management
Claudio Rondolini
Associate Wholesaler
ACMBernstein,
a subsidiary of AllianceBernstein
AllianceBernstein provides diversified, global investment management services to institutional, high-net-worth, and retail clients worldwide.
Asset Management Solution: AllianceBernstein
Limitless research opportunities
After receiving access to Morningstar Direct for a trial period, we decided to purchase it to enhance our portfolio analysis and product positioning capabilities. Apart from the limitless research opportunities Morningstar Direct provides, it’s an online tool that I can use anywhere in the world. The data is constantly updated, which saves a lot of time and guarantees that I will always use the latest numbers.

Peer groups for any market
Morningstar Direct is useful for conducting peer analysis in our local markets, from Spain to Taiwan. It’s helpful that each country can establish its own peer group with local funds. Still, our focus is on global products. Strategic partnerships with global players make broader peer-group analysis an absolute necessity.
A clear picture of investment style
Morningstar Direct allows us to visually depict how our portfolios are positioned on the Morningstar Style Box™ and how one of the firm’s investment solutions could contribute to a diversified portfolio. It plays an important role in strategically positioning our offerings.

Morningstar Direct has helped enhance the conversations I have with distribution partners. I can get a better understanding of their true portfolio composition when I create a style map or style trail. I can see if a distribution partner has a concentration in a certain market cap or style, or if a fund actually does what it promises to do. Morningstar Direct gives me an efficient way to repackage “a thousand words” into one strong picture that tells the whole story. I can then show a distribution partner how our portfolio
Morningstar Office Client - Asset Management Solution: AllianceBernstein | Morningstar U.S
complements their portfolio. This is a very powerful message.

Common goals
AllianceBernstein and Morningstar share a common goal: to improve investor outcomes. We believe that Morningstar Direct enables us to help our distribution partners more effectively reach their long-term goals. It’s an excellent tool.
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