Morningstar Direct
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Morningstar Direct
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4.1 out of 5 stars
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Morningstar Direct Reviews & Product Details - Page 16

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Morningstar Direct Overview

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What is Morningstar Direct?

Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place with the following core capabilities: • Portfolio Analysis and Construction • Portfolio Marketing • Due Diligence and Competitive Analysis • Investment Analysis and Selection • Asset Allocation Learn more in the product description below.

Morningstar Direct Details
Product Website
Discussions
Morningstar Direct Community
Languages Supported
German, English, French, Italian, Japanese, Korean, Portuguese, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

How do you position yourself against your competitors?

Direct is everything that makes Morningstar special: data and research, ratings, analytics, design, and a mission of empowering investor success.

Seller Details
Seller
Morningstar
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
230,767 Twitter followers
LinkedIn® Page
www.linkedin.com
11,697 employees on LinkedIn®
Ownership
MORN
Total Revenue (USD mm)
$798
Description

Portfolio Management: Morningstar lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface.

Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations.

Due Diligence: See how you’re doing, how others match up, and which investments are best in class. Create streamlined, automated, and easy-to-read performance reports, so you never lose track of your place in the world.

Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.  

And More: From asset allocation and investment selection to advanced analytics and pre-built data sets, Direct is the industry standard.

MJ
Overview Provided by:
Madeline Jeffery

Recent Morningstar Direct Reviews

Verified User
U
Verified UserEnterprise (> 1000 emp.)
2.5 out of 5
"State of the Art Fund Tool"
Fonds Universen analysierbar auf unterschiedlichen Ebenen
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Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Powerfull tool for funds' analysis"
Best tool so far for analysis of the whole fund's universe.
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Anton P.
AP
Anton P.Mid-Market (51-1000 emp.)
3.5 out of 5
"Best data source, but old/legacy software."
The best source of data on equity funds. Many different features. Analytics lab with python coding.
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Morningstar Direct Media

Morningstar Direct Demo - Morningstar Direct
A global investment analysis platform that unites Morningstar's data, investment research and analytics, data science capabilities and productivity tools designed to streamline your processes.
Morningstar Direct Demo - Morningstar Direct Blog
The Direct Blog gives clients access to articles that show and tell how to perform research tasks using Direct. The Direct Blog is an interactive and resource-rich feature that gives users access to content and analytics from Morningstar's manager research team that they can use to replicate thi...
Morningstar Direct Demo - Portfolio Analysis
See the information that’s most important to you at a glance. Examine a portfolio’s underlying holdings for aspects risk and exposure with Morningstar Direct's risk model to help anticipate what’s coming, so your plans can stay on track. Stress test your portfolios across market and macroeconomic...
Morningstar Direct Demo - Due Diligence
Every explorer needs a compass, and Morningstar Direct’s performance reporting lets you see how you’re doing, how others match up, and which investments are best in class. You can quickly and easily use qualitative and quantitative factors to assign benchmarks, define data, and perform ranking an...
Morningstar Direct Demo - Asset Flows + Asset Flows Forecsasting
If you don’t know where you are, you can’t plan where you’re going. Asset flows enables you to stay current with market trends by providing a comprehensive and timely picture of the total net assets and estimated net flows across multiple geographical markets as well as organic growth rates for s...
Play Morningstar Direct Video
Performance Reporting lets you define benchmarks, define data, and perform ranking analysis for any report.
Play Morningstar Direct Video
Performance Reporting lets you define benchmarks, define data, and perform ranking analysis for any report.
Presentation Studio lets you turn complex investment information into clear, easy-to-read product comparisons, presentations, and custom-branded reports.
Play Morningstar Direct Video
Presentation Studio lets you turn complex investment information into clear, easy-to-read product comparisons, presentations, and custom-branded reports.
Analytics Lab is a flexible coding environment that lets you investigate Morningstar data more deeply than ever to discover new opportunities for investing success.
Play Morningstar Direct Video
Analytics Lab is a flexible coding environment that lets you investigate Morningstar data more deeply than ever to discover new opportunities for investing success.
Morningstar Reporting Solutions allow you to build custom reports yourself or outsource the process to us.
Play Morningstar Direct Video
Morningstar Reporting Solutions allow you to build custom reports yourself or outsource the process to us.
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233 Morningstar Direct Reviews

4.1 out of 5
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Morningstar Direct Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Morningstar DirectQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Morgan S.
MS
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Flexibility in reporting, the amount of data that is available. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Constant crashing of the system and unreliability. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

Ability to analyze investment strategies. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
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Hi Morgan, thank you for sharing your feedback. We are sorry to hear your experience with our platform and support is not up to par. Your input is valuable to us as we are constantly looking to improve our product and experience. We would love to get in touch with you and see if we can find a solution. Please schedule a call here and a member of our team will get back to you shortly: https://calendly.com/kate-braden/g2-follow-up.

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Verified User in Investment Management
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Morningstar is a great research tool that allows you to create custom portfolios and track perfromance at high accuracy. Additionally the holding analysis is a great resource to use while we do due diligence on managers Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Monringstar direct seems very dated in how it looks Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

How to set up a portfolio across risk tolorences Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for sharing your experience with Morningstar Direct! We appreciate your positive feedback of the tool. Your input is valuable in helping us enhance the platform for all users.

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Share
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Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Direct provides a quick and easy way for me to create reports that are specific to each of my client deliverables. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

You'll likely always get a result, which may or may not be exactly what you were looking for. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

With Direct I have the ability to set up multiple data queries that are unique to each of my client deliverables. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for sharing your experience with Morningstar Direct! We appreciate your positive feedback on the quick and easiness of the tool. Your input is valuable in helping us enhance the platform for all users.

Helpful?
Share
Admin Approval Link
Verified User in Investment Management
UI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

-comprehensive coverage of indices, investment products, and individual securities

-clear willingness by Morningstar to develop important features to keep the product modern, for example python notebooks, new dashboards and interactive chart views Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

-being asked to re-log in many times daily

-buggy launches of new features Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

-performance analysis to keep track of funds and indices

-portfolio positioning to assess portfolio management Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for sharing your feedback with us! We're glad to hear that you find Morningstar Direct helpful for your investment portfolio management and peer analysis needs.

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Verified User in Consulting
CC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Presentation Studio allows our research team to design client-specific deliverables that help bring the data to life. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Over the last year, there is more of a need to re-sign into account after being signed in for period of time, interrupting workflows. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

Efficiency of reporting across multiple portfolios, as well as client-friendly ways to display portfolio data. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for sharing your positive experience with Morningstar Direct. We value your input and will take your feedback into account as we continue to improve our platform.

Helpful?
Share
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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

I like how easy it is to use and how well everything always works Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Nothing I am a pretty big fan of morningstar Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

Helping me to not use excel to pull all of this data Review collected by and hosted on G2.com.

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Helpful?
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Verified User in Investment Management
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Ability to analyze a portfolio and run reports Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Sometimes it is difficult to determine the source of certain data points (ie- different reports show different numbers for same data point. Usually different methodologies but it is hard to determine the methodology for a given data point in a report). Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

Performance reporting on model portfolios Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for your feedback! We're glad to hear that you find Morningstar Direct useful for analyzing portfolios and running reports. We will take your feedback into consideration for future improvements.

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PR
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

availbality of equity mutual fund and SMA data Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

inaccuracy and/or lack of availablity of fixed-income fund data Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

ability to anayze equity funds is second to none with Direct Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Hi Paul, thank you for your positive feedback on Morningstar Direct! We value your input and will take your feedback into account as we continue to improve our product.

Helpful?
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Admin Approval Link
Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Content of relevant data and supportive help desk Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Slow performance - has to wait for data to be loaded from central database Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

Selection and monitoring of funds - equity, fixed income, alternatives and allocation Review collected by and hosted on G2.com.

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Helpful?
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AT
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

The data is good, its easy to get it in Excel API, but users are now aware if all the new capabilities MStar is developing. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The customer support needs improvement. Having Live help like Bloomberg would be great addon. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

It provide the required performance & other asset related data Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Hi Amit, thank you for your feedback! We value your input and will take your feedback into account as we continue to improve our platform.

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