Morningstar Direct elevates your investment strategy with institutional-strength data, sophisticated analytics, and independent global research.
To make the most out of your subscription, explore the latest enhancements to Morningstar Direct. You can also register for upcoming training sessions on these topics and more including monthly onboarding sessions for new users.
Asset Flow Forecasts: Now Available
This new Asset Flow Forecasts capability is now available in the Asset Flow module free of cost and it offers significant value to asset management firms needing simple, intuitive, proven ways to compare funds based on flow data.
New components available in Presentation Studio for Scenario Metrics and Scenario Trends allow you to present the same content in a variety of ways and make it easier for your audience to consume your insights.
Single portfolio equity attribution reports can now be grouped by a number of ESG data points. This offers a unique analysis of how a manager has positioned a fund relative to such metrics as High ESG Risk vs Low ESG Risk, Carbon metrics, and more. Register for upcoming training sessions including ESG webinar on Nov 17.
Data now shows for broad, intermediate, and a detailed breakdown. This breadth of offerings means that you can consume the information at the level needed, while making it easy to find the content being sought. Register for upcoming training sessions including Fixed Income webinar on Dec 15.
Morningstar Research: New Managed Investment Report
The Managed Investment Report packages the best-in-class managed investment research from Morningstar with the data driving the evaluation of those investments into a single PDF report.
You can track an asset management firms' diversity makeup to add transparency and make it easier for asset owners to access this information and select firms that meet their diversity needs.
We offer a range of ways to learn about Morningstar Direct including training resources best-suited for your role, product training events, thought leadership webinars, and more.
