What is Morningstar Direct?
Morningstar Direct is a web-based investment analysis platform designed to streamline the workflows of asset managers and financial advisors. The platform provides a comprehensive suite of tools to help professionals position and market investment products, construct portfolios, analyze investments, and connect with investors.
Highlights
- Proprietary datasets and forward-thinking research to support investment decision-making
- Performance and risk analysis capabilities to evaluate and manage regulatory requirements
- Transparent access to the global investment landscape to distill complexity into actionable insights
- Report generation features to create compelling visualizations and communicate the value of investment analyses