The new research platform's actionable interface helps
investment professionals deliver personalized advice to
clients
CHICAGO, Dec. 7, 2022
/PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading
provider of independent investment research, today announced the
launch of Morningstar Research Portal (Research Portal), an
investment research platform for financial advisors. Research
Portal harnesses Morningstar's independent ratings and research,
together with live market data and interactive charting, in an
intuitive web-based platform, empowering advisors to bring
personalized and timely investment ideas to their clients.
"Clients are looking for more from their advisors as their
investment choices increase and the trend toward personalization
continues. Research Portal interconnects Morningstar's research
with powerful new tools that enable advisors to swiftly identify
investments that meet their clients' needs, communicate those
recommendations, and then monitor their investments continuously in
a seamless way," said Marc DeMoss,
head of Morningstar research products. "Morningstar's research and
ratings are expanding in line with the evolving motivations of
today's investor, and Research Portal helps advisors drive more
timely and relevant client conversations."
Research Portal makes the investment insights across
Morningstar's full analyst and quantitative coverage universe –
more than 140,000 stocks, 320,000 mutual funds, and 24,000 ETFs –
easily accessible to advisors via a modern, fast interface. The
platform's workflows – such as the Watchlist, Model Portfolios,
Pick Lists, and Compare functions – help a user discover and
evaluate investment ideas under chosen criteria. Research Portal
then keeps users up-to-date on the investments they care about with
a dashboard that tracks global market activity and a Calendar
feature that displays upcoming events, all of which can be
customized for specific universes of investments.
The suite of tools within Research Portal closely connects
advisors to Morningstar research so they can personalize their
conversations with clients. For example, with Pick Lists, an
advisor could reference the Europe Core list when seeking ideas for
European exposure. The enhanced screener also has multiple
configurable views that make it quick to broadly search for a
security across custom filters.
In addition to data analysis, Research Portal can also be used
thematically. The Morningstar Insights tab surfaces the latest
editorial content from Morningstar thought leaders, grouped by
topics like sustainability, policy impact, and retirement. Analyst
notes, security and sustainability reports, and more are also
available within the platform.
Research Portal is available now to individual advisors and on
an enterprise level. It is also integrated within Morningstar
Advisor Workstation, replacing Morningstar Analyst Research Center,
and within Morningstar Direct, replacing its now-retired Research
Portal widget.
For more information on Research Portal, please click here.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment research in North
America, Europe,
Australia, and Asia. The Company offers an extensive line of
products and services for individual investors, financial advisors,
asset managers and owners, retirement plan providers and sponsors,
and institutional investors in the debt and private capital
markets. Morningstar provides data and research insights on a wide
range of investment offerings, including managed investment
products, publicly listed companies, private capital markets, debt
securities, and real-time global market data. Morningstar also
offers investment management services through its investment
advisory subsidiaries, with approximately $239 billion in assets under advisement and
management as of September 30, 2022.
The Company has operations in 29 countries. For more information,
visit www.morningstar.com/company. Follow Morningstar on Twitter
@MorningstarInc.
©2022 Morningstar, Inc. All Rights Reserved.
MORN-P
Morningstar Media Contact:
Michael Claussen, +1 312 696-6037
or newsroom@morningstar.com
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SOURCE Morningstar, Inc.