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 19

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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 User
U
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.
Read more
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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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Verified User in Insurance
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Enterprise(> 1000 emp.)
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Incentivized Review
What do you like best about Morningstar Direct?

This is an extremely robust tool for my profession. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

This also has a negative side, int hat there is a large learning curve Review collected by and hosted on G2.com.

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

The problem is more so it's use case, i use it for data. Returns, quant metrics, etc Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
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We're pleased to hear that Morningstar Direct is meeting your professional needs for data analysis. If you have questions, please don't hesitate to reach out, we have numerous training and support to help users make the most of the platform's extensive capabilities.

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TD
Small-Business(50 or fewer emp.)
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What do you like best about Morningstar Direct?

Reports and dynamic return tracking for models Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Old interface, not user friendly, more cloud based Review collected by and hosted on G2.com.

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

Dynamic returns for models is our main use. It would be nice to be able to compare performance of invividual stocks, etf's, funds easier Review collected by and hosted on G2.com.

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Verified User in Investment Management
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Mid-Market(51-1000 emp.)
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What do you like best about Morningstar Direct?

Very useful for pulling in data and creating reports Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

There is a lot of data, so sometimes can be difficult to find or determine the correct fields to use. Review collected by and hosted on G2.com.

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

Pulling in industry level data and analyzing portfolios. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
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We appreciate your input. It's valuable to know that Morningstar Direct is solving problems related to pulling in industry level data and analyzing portfolios. We are continuously striving to streamline the process of finding and using the right data fields to improve your experience.

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Verified User in Consulting
CC
Small-Business(50 or fewer emp.)
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(Original )Information
What do you like best about Morningstar Direct?

Being able to customize any analysis over any time period. Depth of information Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Very clumzy at time...can't open multiple windows. Can't drag and drop files. Not easy to use Review collected by and hosted on G2.com.

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

Quarterly reporting iof security data and indices. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
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Thank you for your feedback. We're pleased that Morningstar Direct helps you with quarterly reporting of security data and indices. We understand your concerns and will take note of your suggestions for improvement.

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

The data it provides, as well as the presentation studio charts Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The UX of Direct looks like its from 2005 Review collected by and hosted on G2.com.

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

data on all stocks and funds. I work at a wealth management so it is essential Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

We appreciate your input! Our team is dedicated to enhancing the user experience of Morningstar Direct, and we will take your comments into consideration as we continue to make improvements.

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

Fund specific info are abundant. Info are very detailed for investment research. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Aggregated and detailed data at Firm level is hard to pull. Maybe I'm not familiar with the correct way to pull it. Review collected by and hosted on G2.com.

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

Historical AUM growth, ticker specific info. performance history, etc. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Thank you for your positive feedback on Morningstar Direct! For any questions on pulling data, please reach out to our support team and they will be happy to help assist.

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

has most of the data I need to do my job Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

software looks and feels very dated and the web version doesnt have the same capabilities Review collected by and hosted on G2.com.

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

it has the data i need in one place Review collected by and hosted on G2.com.

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

Depth of data and clean reports. Portfolio analysis Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Outages and dated software. Not being able to access necessary data occasionally. Review collected by and hosted on G2.com.

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

The research portal is far better than it was which helps streamline my work Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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What do you like best about Morningstar Direct?

Client reports are helpful in client meetings Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Interface could be more user-friendly with less repitition. Review collected by and hosted on G2.com.

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

Comparing current and proposed model portfolio changes Review collected by and hosted on G2.com.

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Michael G.
MG
Senior Product Manager, Retirement Investment Solutions
Mid-Market(51-1000 emp.)
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Incentivized Review
What do you like best about Morningstar Direct?

Morningstar Direct makes performance reporting simple and efficient. My favorite features are thw research and reporting functions. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

There are no feature I dislike about Direct Review collected by and hosted on G2.com.

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

Performance reporting and monitoring. It helps save time Review collected by and hosted on G2.com.

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