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Morningstar Direct Privacy Center: Safeguarding Your Data with Transparency

Overview of Privacy Statements

Morningstar Direct values your privacy and is committed to transparency and trust in handling your personal information. The privacy statements provided by Morningstar outline how various types of personal data are collected, used, and shared, along with the purposes for these activities. If you have any queries or concerns regarding these privacy statements, you can contact Morningstar at privacyenquiries@morningstar.com.

Managing Your Data

You have the option to manage your data with Morningstar Direct by submitting data requests. These requests can involve accessing, correcting, restricting the sale of, or deleting personal data that Morningstar collects about you. To initiate a data request, you can click the 'Data Request' button on the Morningstar Direct website or call the toll-free number at +1 (888) 293-8609. When submitting a request via phone, ensure to provide your name, email address used for Morningstar products, specify the products subscribed to, and indicate whether you want to access, correct, delete your data, or restrict data sale. It is also possible for an authorized agent to make a data request on your behalf, subject to specific legal permissions.

Verification and Appeals Process

Morningstar may require additional information to verify your identity or the authorization of an agent making a data request on your behalf. In cases where a data request is denied for legitimate reasons, you have the option to appeal the decision by contacting Morningstar through privacyenquiries@morningstar.com. If your data request is denied in certain jurisdictions, you may have the opportunity to escalate the matter to the local privacy regulator or state attorney general, as applicable.

Contacting Morningstar Direct

For any queries related to data requests, data collection, or data usage, you can reach out to Morningstar through multiple channels. You can send an email to privacyenquiries@morningstar.com or mail your inquiry to Morningstar, Inc., located at 22 W. Washington St. Chicago, IL 60602, Attn: Head of Global Privacy. Morningstar Direct ensures that communication avenues are open to address any concerns or inquiries regarding privacy and data management.

Morningstar Direct: Empowering Global Investment Analysis with Data, Research, and Analytics

Morningstar Direct Overview

Morningstar Direct is a comprehensive global investment analysis application that revolutionizes the way professionals access and utilize financial data, research, and analytics. By seamlessly combining Morningstar's extensive database and research with cutting-edge analytics, data science tools, and robust productivity features, Morningstar Direct delivers a powerful platform tailored to meet the diverse needs of investment professionals across the globe.

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Morningstar Direct Presentation Studio: Transforming Investment Data into Compelling Stories

Streamlined Custom Reporting and Factsheet Production

Morningstar Direct's Presentation Studio offers a unique solution for investment professionals to create clear and custom-branded reports, product comparisons, and presentations. With its template design, firms can easily generate custom reports or standardized layouts, ensuring consistency across all presentations. This feature allows for seamless communication that resonates with various audiences, from clients to internal stakeholders.

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Unlocking Investment Insights with Morningstar Direct's Interactive Research

Empower Your Investment Analysis

Morningstar Direct's Interactive Research offers a cutting-edge solution for investors looking to perform complex investment analysis efficiently. Powered by Analytics Lab, this innovative tool provides prebuilt live code, eliminating the need for specialized Python skills. With Interactive Research, users can delve into the data driving analyst insights, gaining a deeper understanding of the investment landscape.

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Empowering Asset and Wealth Managers with Morningstar Direct

Comprehensive Platform for Asset and Wealth Managers

Morningstar Direct is a powerful platform designed to support asset and wealth managers in building their assets and managing portfolios effectively. This comprehensive solution offers a range of tools and features to assist professionals in market research, product creation, positioning, marketing, and distribution strategies. By utilizing Morningstar Direct, asset and wealth managers can gain valuable insights, access data and research, leverage ratings and analytics, and benefit from expert design to enhance their decision-making processes.

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Explore New Investment Opportunities with Morningstar Direct's Analytics Lab Data Science Tool

Unlock Deeper Insights with Analytics Lab

Morningstar Direct's Analytics Lab is a powerful data science tool designed to empower investors to delve into Morningstar data in a more profound and impactful way. By combining access to a wealth of data and research with JupyterLab, an open-source data-science tool, investors can conduct rigorous analyses using the Python programming language. This cutting-edge tool allows users to create customized interactive research that includes analytics, data visualizations, and research narratives, providing a platform to unlock new insights and opportunities for investment success.

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