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 22

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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.
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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 Financial Services
UF
Mid-Market(51-1000 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?

Best combination of data and tools across asset classes, strategy types, etc. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The UI can run very slow at times, and Presentation Studio is a challenge to use efficiently. Review collected by and hosted on G2.com.

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

We need to very frequently gather fund data quickly and accurately, and I can do that with Direct. 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 sharing your positive experience with Morningstar Direct! We encourage you to reach out to our customer support team to receive training resources on Presentation Studio.

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Verified User in Higher Education
UH
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Morningstar Direct?

full coverage, ease of use, number of features Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

something too complex, customer support no longer local, always got confused and lower efficient Review collected by and hosted on G2.com.

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

n.a. 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 happy to hear that you find Morningstar Direct to be easy to use and have a wide range of features. Your input will be shared with our team as we're constantly working to enhance 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
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

The wide range of capabilities and acess to data. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The call center technical support staff is poor. The API is slow. The cost. Review collected by and hosted on G2.com.

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

Buiding custom portfolios, reporting, analyzing mutual funds, ETFs, and SMAs. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

We're happy to hear that you are benefiting from Morningstar Direct's capabilities for building custom portfolios, reporting, and analyzing various investment options. We apologize for any inconvenience you experienced with our call center technical support staff, API speed, and cost. Your feedback is valuable, and we will work to address these areas for a better customer experience.

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Verified User in Research
UR
Mid-Market(51-1000 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?

Ease of pullling different screens and utilizing workspace Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Some data errors and missing data; difficulty finding fields since many are similar Review collected by and hosted on G2.com.

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

getting different data fields on a group of funds and the excel add in to quickly pull relevant fund level data Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

We're glad to hear that you find Morningstar Direct easy to use and that it helps you quickly pull relevant fund level data. We appreciate your feedback and will take it into account as we continue to improve our platform.

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Admin Approval Link
Verified User in Financial Services
UF
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?

Searches are easy and comparing performance data for managers is quick Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Customized staff is unavailable; if clients have questions on fixed income or a specific Morning product, there should be specializtion to direct calls based on query; A number of benchmark data are also unavailable Review collected by and hosted on G2.com.

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

Identifying managers Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Hi, thank you for sharing your experience with Morningstar Direct! We feedback is valuable and will be shared with our team for further review.

Helpful?
Share
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Verified User in Financial Services
UF
Small-Business(50 or fewer 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?

Vast, comprehensive data source with hundreds of data points on individual securities, funds, and issuers. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Given the size and vast data Morningstar has, the system is clunky and lags often. Review collected by and hosted on G2.com.

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

Data management, performance reporting, investment analysis Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

It's great to hear that Morningstar Direct is helping you with data management, performance reporting, and investment analysis. We appreciate your feedback and will continue to strive for better user experience.

Helpful?
Share
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Verified User in Investment Management
UI
Mid-Market(51-1000 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?

A lot of useful data and somewhat easy to access Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Not easily accessible for some data and not fully covered for index and funds Review collected by and hosted on G2.com.

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

Mstar Direct provides fund and index data that I can use to run fund analysis and peer comparisons Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

We appreciate your positive feedback about Morningstar Direct! Your input will be shared with our team who constantly are working on enhancing our platform and integrating new features to better serve users like you.

Helpful?
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Sumanth M.
SM
Associate
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Morningstar Direct?

Market forecasting

Portfolio management

Rrporting Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

AI use in market research

Systemstic portfolio management incase of down Review collected by and hosted on G2.com.

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

Better building of Portfolio

Report generation helps to retrospect Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

Hi Sumanth, thank you for sharing your experience with Morningstar Direct! We appreciate your positive feedback. Your input is valuable in helping us enhance the platform for all users.

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

Being able to research investments quickly and efficiently in Workspace showing key investment metrics. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The tool can be sluggish at times and data points are sometimes hard to find. Review collected by and hosted on G2.com.

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

Helping to select best in-class investments and top performers in its peer group. Review collected by and hosted on G2.com.

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Response from Aanya Gandhi of Morningstar Direct
Editedit

It's great to hear that Morningstar Direct is helping you select top-performing investments! Your feedback is valuable, and we'll strive to address these issues.

Helpful?
Share
Admin Approval Link
Verified User in Capital Markets
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Morningstar Direct?

Presentation Studio makes for easily distributed white label content Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

It can be a bit glitchy at times which seems to be well known with users Review collected by and hosted on G2.com.

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

Performance reporting, mutual fund reporting/research, fund selection 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 product. Your input is valuable in helping us enhance the platform for all users and will be shared with the team.

Helpful?
Share
Admin Approval Link

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