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Morningstar Direct: Empowering Corporate Sustainability through Transparency and Action

Our Approach to Sustainability

Morningstar is dedicated to transparency, disclosure, and action regarding our environmental impact, social responsibility, and governance practices. We prioritize sharing our corporate policies and sustainability reports to showcase our commitment to sustainability.

Partnerships and Global Engagement

Morningstar recognizes the significance of external partnerships in enhancing our sustainability efforts. We actively support global and regional agreements that align with our business operations, products, and impact on society and the environment. Through annual reporting, we monitor our progress and collaboration in achieving sustainable goals.

Commitment to Sustainable Development Goals

As an advocate for the United Nations' Sustainable Development Goals (SDGs), Morningstar is dedicated to addressing critical global challenges related to the environment, economy, and society. Our Corporate Sustainability Report outlines our progress and adherence to these goals, including our Communication on Progress to the UNGC.

Net-Zero Emissions and Climate Transition

As a founding member of the NZFSPA, Morningstar has committed to achieving net-zero greenhouse gas emissions by 2050. Our Climate Transition Plan details how we are managing this transition to a net-zero future. Additionally, we promote the establishment of the NZDPU to provide free access to essential climate data.

Membership in UNPRI and Climate Program

Morningstar's alignment with UNPRI principles ensures that our business practices and product offerings promote sustainable progress and societal development. Our Climate Program focuses on minimizing environmental impact through transparent reporting and strategic action to reduce carbon footprint.

Climate-Related Reporting and Transition Plan

Morningstar's climate-related reporting highlights our commitment to transparency in decarbonization strategies. Our Task Force on Climate-Related Financial Disclosures Report delves into governance, strategy, risk management, and climate metrics. The Climate Transition Plan outlines our journey towards becoming a net-zero company by 2050.

People & Workplace Commitment

At Morningstar, our people are central to our success. We prioritize creating an environment where individuals thrive from recruitment to retirement. Explore career opportunities at Morningstar and discover how we empower our workforce to excel.

Governance and ESG Oversight

Strong governance and accountability are key to managing material ESG issues and executing our business strategy effectively. Morningstar's Annual Report provides insights into these critical factors and potential risks.

Corporate Sustainability Insights and Reporting

Delve into Morningstar's sustainability commitments, from advancing future-focused products to building a sustainable workplace. Gain valuable insights into our efforts to drive sustainability initiatives and promote a culture of environmental responsibility.

Morningstar Direct: Empowering Your Investment Research and Analysis

Unleash the Power of Morningstar Direct

Morningstar Direct is your gateway to comprehensive and reliable investment research and analytics tools. With a free trial, you can test-drive the industry-trusted resources used by thousands of finance professionals. Gain access to global databases covering a wide range of investments, including Exchange-Traded Funds, fixed income, mutual funds, and model portfolios. Whether you are conducting market research, evaluating investment performance, or analyzing your portfolio, Morningstar Direct offers the data and insights you need.

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Empower Your Business with Morningstar Direct's Report Portal

Elevated Investment Reports

Morningstar Direct's Report Portal is a powerful tool that allows users to generate presentation-ready investment reports based on customizable templates. These reports can be tailored to include specific investment options, benchmarks, and peer groups, providing a comprehensive overview of the investment landscape. By offering branded reports that can be customized at the firm level, Report Portal enables users to create visually appealing and informative documents that meet compliance requirements.

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Navigating Investment Research and Market Monitoring with Morningstar Direct Compass

Comprehensive Investment Coverage for Informed Decision-Making

Morningstar Direct Compass offers a comprehensive solution for investors seeking data-driven investment decisions. With access to independent data, ratings, research, and analysis on a vast array of global companies, mutual funds, ETFs, and more, users can rely on Morningstar's expertise to make informed choices. The tool enables users to identify investments that align with their criteria, monitor performance, and stay updated on market events, enhancing their investment strategies.

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Morningstar Direct: Empowering Investment Analysis and Decision-Making

Morningstar Direct Overview

Morningstar Direct is a leading global investment analysis application that seamlessly combines Morningstar's extensive data and research with cutting-edge analytics, data science, and productivity tools. This powerful platform is designed to empower investors, financial advisors, and asset managers to make informed decisions and drive better outcomes in the complex world of finance.

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Enhancing Your Investment Analysis with Morningstar Direct

Introduction to Morningstar Direct

Morningstar Direct is a comprehensive analysis platform designed to assist users in creating, selecting, and marketing investments. This powerful tool is tailored to streamline workflows, making it easier to position and market products, construct portfolios, and analyze investments effectively.

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