About this Database
Morningstar also has a partnership with ByAllAccounts to assist with client data integration. Peer Group Returns-Based Analysis (Performance Reporting) 1. To begin analyzing your clients’ accounts, there are many tools in Morningstar Direct that are used in addition to Portfolio Analysis. Morningstar Direct is a global investment analysis platform uniting all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. Join us on August 29, 2018 in Mumbai to learn more about this powerful platform.
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
Categories
Industry Specific Databases
Ratings & Profiles
Mutual Funds, Hedge Funds & Pensions
Financial Services
Morningstar Direct Reviews
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
Morningstar Direct Excel Add In
Languages
English