Morningstar Direct
Institutional-strength investment research and analysis.
Overview
Morningstar Direct is a research platform for institutional investment professionals that includes performance attribution analysis. It allows users to quantify and analyze the impact of portfolio decisions, such as sector weighting or security selection, on equity performance.
✨ Key Features
- Equity performance attribution analysis
- Total portfolio attribution (macro attribution)
- Benchmark comparison against funds, peer groups, categories, or indexes
- Analysis of private and public portfolios
- Custom benchmark creation
🎯 Key Differentiators
- Extensive database of investment data and research
- Strong capabilities in equity and fund-of-funds attribution
- User-friendly interface for creating attribution reports
Unique Value: Combines a comprehensive investment database with powerful performance attribution tools to help institutional investors make better decisions.
🎯 Use Cases (4)
✅ Best For
- Analyzing the impact of sector weighting and security selection on equity performance.
- Identifying the performance impact of strategic asset allocation and tactical manager selection in a fund-of-funds.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Single portfolio fixed-income attribution is not yet available.
🏆 Alternatives
Offers a more research-focused approach with a strong emphasis on fund analysis and peer group comparisons.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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