Morningstar Direct Quarterly Update
Q1-2022
 
We acknowledge the recent issues with the availability and functionality of Morningstar Direct and are taking proactive measures to ensure improved stability and prevention moving forward. 

Check out the latest enhancements to make the most out of your subscription. Here is the full report and below are key takeaways.
 
 
New Dashboards: Risk Model, Strategy, Models
Access the various Morningstar Direct dashboards to leverage the new advanced risk model functions (watch video), evaluate model portfolios (watch video), and understand a strategy’s approach, the vehicles associated with it, and more (watch video).
 
 
Notebooks: Stock Ownership Analysis
The Stock Ownership Analysis Notebook (only available on version 3.20.006 or higher) was updated so you can quickly pre-select the top ten holdings from the Morningstar Russia PR USD index to review their ownership.
 
 
Direct Blog: Data and Insights
Get a deep dive from Morningstar Research Analysts. The Blog articles are designed to give you in-depth, specific information about how analysts at Morningstar use Morningstar Direct to help uncover data and discover insights.
 
 
Risk Model: Advanced Features Now Available
You now have access to advanced risk model features: Factor Attribution, Risk Decomposition, and Custom Scenarios (both Market Driven and Macro-Financial) to get more in-depth analysis.
 
Not seeing the enhancements?
Download the latest version of Morningstar Direct to ensure you are up to date - applicable for auto-update clients. For non-auto-update clients, contact your IT to update to the latest version. Effective August 22, 2022, Morningstar Direct will only support version 3.20.11 or higher.