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 24

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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
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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
Read more
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.
Read more
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 Investment Management
UI
Enterprise(> 1000 emp.)
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Incentivized Review
What do you like best about Morningstar Direct?

Easy to create new reports and edit how you visualize the data Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Slow software and not the most user friendly platform Review collected by and hosted on G2.com.

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

Analysis on fund investment universes including flows, performance and risk Review collected by and hosted on G2.com.

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Verified User in Financial Services
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Enterprise(> 1000 emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about Morningstar Direct?

Drilling down so deep into an allocation and seeing exposures that you might not have been aware of. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Wish it were easier to just compare 2 funds side by side. Review collected by and hosted on G2.com.

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

Portfolio review. Review collected by and hosted on G2.com.

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

Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Data is sometimes not correct e.g. management fees, MERs. Review collected by and hosted on G2.com.

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

Easy to do industry competitive analysis. Assets and flow data are also very helpful Review collected by and hosted on G2.com.

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