Loyola University Chicago

Quinlan School of Business

Introduction

Below are areas best describing capabilities of Morningstar Direct.

  • Investment Analysis simplifies due diligence and competitive analysis by providing ready-to-use investment and firm data along with quantitative analytics and qualitative research. 
  • Asset Allocation - asset allocation gives the flexibility to create optimal asset allocation policies for specific investment goals. 
  • Equity Portfolio Management - combines the information and tools needed to select investments and analyze portfolios of individual securities. 
  • Asset Flows - The asset flows capability presents a current view of the investment landscape from a fund distributor’s perspective. 
  • Presentation Studio - Presentation Studio makes it easy to get right to the necessary data for research, and then transform it into professional, custom-branded fact sheets and presentations.
  • Reports Solutions - offers a variety of options that help communicate investment information in powerful reports and presentations customized to meet business needs. 
  • Data and Content - powered by full access to the industry’s most comprehensive investment databases, covering US Open-End Mutual Funds, US Separate Accounts, US Variable Annuities, European Mutual Funds, and others such as Exchange-Traded Funds, Closed-End funds, and market indexes.