MorningstarMorningstar Direct

Morningstar Direct is the company's flagship institutional research platform that consolidates market data, fund and security analytics, portfolio construction tools, and reporting workflows for asset managers, wealth managers, product developers, and analysts. Subscribers query a global investment universe, run risk and performance attribution, build model portfolios, screen securities, and generate research reports backed by Morningstar's ratings methodology and proprietary datasets.

The platform combines foundational and contextual data with customizable methodologies so users can blend their own data with Morningstar coverage and produce client-ready outputs in formats including data feeds, Excel workbooks, and printable reports. It integrates an AI research assistant for navigating the dataset and is positioned as the central hub from which Morningstar's adjacent products such as Direct Advisory Suite and Direct Reporting and Distribution Solutions extend.