Institutional Products

Morningstar DIRECT

Overview

Morningstar Direct provides the most complete and timely link to Morningstar’s global investment database and analytics. Designed for institutions, it’s optimized for competitive analysis, performance evaluation, investment selection, and portfolio creation.

Morningstar Direct sits on the desktops of individuals working as portfolio managers, investment consultants, financial product managers, professors, and in other roles. These professionals value the instant access the platform provides to timely data on a wide range of investment types, as well as the rigorous research capabilities and reporting options they can tailor to their needs.

For further information on DIRECT, Peer & Style Analysis, Performance Attribution, Fund Flows, sample reports, marketing brochures, tutorials, demo requests and purchasing information - click here

DIRECT Month End Performance Release Information

Useful Information For both AUS and NZ data, updated month-end performance returns will generally be released after 7 working days from the new month. This applies to both Fund and Equity data

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