U.S.A.
Morningstar Direct
Our institutional investment analysis platform.
Overview
Who Uses Morningstar Direct
Investment Analysis
Multi-Asset
Equity Portfolio Management
Asset Flows
Presentation Studio
Reporting Solutions
Data and Content
Who Uses Morningstar Direct
At institutions worldwide, Morningstar Direct lends essential insight to those who develop, select, and monitor investments. Within these diverse organizations, Morningstar Direct sits on the desktops of individuals working as portfolio managers, investment consultants, financial product managers, professors, wealth managers, and in other roles. These professionals value the instant access the platform provides to timely data, institutional research, private and third-party content, as well as rigorous analytics and productivity tools they can tailor to their needs.
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Learn how Morningstar Direct helps:
Asset Management Firms – Product and Business Development Groups
Asset Management Firms – Portfolio Managers
Academics
Consultants, Pensions, Endowments, and Foundations
Wealth Managers
Take Action
Schedule a Sales Appointment
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See It Work
Sample Reports
Proof
Client Stories
Learn More
Presentations from Investment Experts
News Archive
Product Fact Sheets
Methodology Documents
Customer Support
Client Support Services
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Download Morningstar Excel API
Technical Requirements
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