Direct Indexing Explained
Access Innovative Direct Indexing Technology All in One Place
We harness proprietary Morningstar Indexes, Equity Research, and industry-leading environmental, social, and governance (ESG) data from Morningstar Sustainalytics to create and manage highly-personalized, tax-efficient portfolios at scale.
Wide Range of Index Solutions
Powered by Morningstar Indexes, we offer a curated list of direct indexing portfolios backed by 20+ years of indexing expertise.
Wide Range of Index Solutions
Unmatched Morningstar Equity Research
We leverage Morningstar’s independent Equity Research to help build our personalized direct indexing portfolios with consistent and rigorous methodologies.
Unmatched Morningstar Equity Research
Industry-Leading ESG Data
Morningstar Sustainalytics offers ESG data and ratings covering 13,000+ companies, supporting the sustainability ratings of over 80,000 managed products globally.
Industry-Leading ESG Data
Streamlined Wealth Platform
Managing approximately $246 billion in AUM/AUA, Morningstar Investment Management provides an end-to-end direct indexing experience with a scalable suite of wealth solutions to grow your practice.
Streamlined Wealth Platform
Improve Client Outcomes With Tax-Efficient Portfolios
Our direct indexing portfolios offer personalization, tax management, and values-based options for advisors looking for greater choice and flexibility in their practice.
Gain Targeted Exposure
Deliver Personalization
Seek Tax Efficiency
Implement Direct Indexing Strategies With Ease and Simplicity
Innovative Digital Proposal System creates increased efficiency and an intuitive, unified experience.
Streamlined Onboarding accelerates action, making it easy to invest, manage, open, and fund accounts.
Seamless Execution of electronic advisory agreements and straight through processing saves time on back-office tasks.
Personalized, Scalable Tax Management capabilities and ongoing portfolio management through our Wealth Platform.
Engage Clients with Next-Level Performance Reporting
Comprehensive Reporting System shows portfolio performance on an individualized investor level.
Detailed Reporting on the underlying holdings of the portfolio, asset allocation breakdown, and individual accounts.
Quarterly Commentary showing overall base portfolio performance, market overview and trends.
Morningstar Direct Indexing Portfolios
Grow Your Practice With Exclusive Insights
Leverage Morningstar’s data, advisor resources, and research to deliver more value to your clients and put personalization into practice.
Direct Indexing Research
On-Demand Library
Investment Insights
Talk to a consultant to learn more about our direct indexing portfolios.