Introducing G2.ai, the future of software buying.Try now
Imagem do Avatar do Produto
Imagem do Avatar do Produto

Asset Managers

Asset Managers

Solução:

Data, research & reporting solutions to let you adapt with confidence.

Data, research & reporting solutions to let you adapt with confidence.

Empower investor success with reliable data and tools that simplify your day-to-day workflow.

Empower investor success with reliable data and tools that simplify your day-to-day workflow.

O que os Compradores Estão Dizendo...

O que os Compradores Estão Dizendo...

"There is nothing else on the market with such a load of information and constant improvement. It is a necessary tool for my daily business and summarizes information my company needs for decision making. The customer support is the best in the industry, always available and very responsive."

Jan K.

Investment Manager

"I particularly find it valuable for attribution analysis, competitive analysis, monthly performance reports, and client presentations. The platform addresses major needs in my workflow, such as competitive analysis by allowing me to look at funds within the same universe, monitor flows across different vehicles, and create impactful client presentations."

Manfred K.

Senior Portfolio Specialist- Fixed Income Director- Investment Advisory Group

201-500 employees

"What I appreciate most about Morningstar Direct is its comprehensive data coverage and powerful analytical tools, which enable robust portfolio analysis and research across a wide range of investment products."

Bin C.

Portfolio Manager

2-10 employees

"One of Morningstar's main strengths is its comprehensive data coverage across a wide range of open-end funds, ETFs, and investment strategies. It excels at comparing mandates, analyzing holdings strategies, and presenting information through its diverse visualization tools."

Milo P.

Associate Investment & Retirement Research Analyst

10,001+ employees

"I find the automation feature incredibly valuable as it significantly reduces the time consumption involved in building detailed reports. Compared to manual methods using PowerPoint and Excel, Morningstar Direct delivers results with higher detail and at a faster pace."

Abigail T.

Research Operations

"I find Morningstar Direct to be an invaluable tool for the type of work we do, offering unmatched data power and effective information. It provides access to up-to-date information that managers don't necessarily provide, which is crucial for comprehensive analysis and decision-making."

Gabriel C.