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Morningstar Direct

Robust investment research, data, and portfolio analysis platform.

Introduction

Morningstar Direct is a sophisticated global investment analysis platform developed by Morningstar, Inc., designed primarily for institutional investors, asset managers, and financial advisors. It provides comprehensive data and analytics covering a vast universe of investments including mutual funds, ETFs, stocks, and separate accounts, alongside powerful tools for research, portfolio construction, performance analysis, risk assessment, and client reporting, leveraging Morningstar's proprietary ratings and research methodologies.

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