Morningstar Direct

The information you have provided is incorrect. Please correct the fields and try again. The information you have provided is incomplete. Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting. Make sense of a noisy, evolving market with Morningstar Direct. Morningstar Direct uses Windows Installer to install necessary files and sets up environment. We recommend that Windows Installer 3.0 be installed before Morningstar Direct is installed. There are two methods via which a user can install Morningstar Direct. Install with Morningstar Direct’s installation driver. Morningstar Direct provides one, consolidated place for the entering, tracking, and reporting for your custom strategies. Use Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios – and then seamlessly create custom branded reports. Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.

Morningstar Direct Support

An optional web-based Report Portal helps firms ensure their sales groups, advisors, consultants, and global teams always have access to consistent, up-to-date, approved communications that are consistent with the firm’s marketing strategy. For flexibility, home offices can build in specific customization options, such as investment, benchmark, and peer group selection, so end users can tailor their reports to meet their specific needs, while still ensuring compliance requirements are met. No matter where they’re located, salespeople, advisors, or consultants need only to log in, browse relevant report templates that their home office has published for them, and adapt them as required. The reports display well on mobile devices such as the iPad®, for easy presentation to clients. Home offices can also gather competitive business intelligence from Report Portal to determine how often users are making use of specific templates and which competitive investments their sales teams are running up against in the field.

About this Database

Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Access is available in the Financial Databases Room and on the CD-ROM machine in the Stamps Reading Room. Contact the staff in the Stamps Reading Room to access.

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Database Attributes

Keywords

closed-end funds
equity ownership
exchange-traded funds (ETFs)
market indexes
money market funds
offshore funds
open-end mutual funds
AUM
environmental, social, and corporate governance (ESG) profiles
fund management
fund performance
hedge funds
holdings
impact investing
institutional ownership
management fees
mutual fund expenses
mutual funds
ownership
portfolio management
portfolios
socially responsible investing (SRI)
sustainability

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