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Latest Blog Posts

What’s New in Morningstar Direct Cloud and Sustainability?

Sustainability Metrics on Custom Portfolios and Sustainability Ratings Analysis: There are several new features and tools in our Morningstar Direct Cl...
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Calculating a Morningstar Sustainability Rating in a Portfolio Analysis Workbook

You can now calculate a Morningstar Sustainability Rating for a model portfolio, client account, or proposal. You can think of using this feature two ...
in Morningstar Community Blog on 2018-09-13
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Billing New Clients in Advance Immediately

Morningstar OfficeSM Cloud has added ability to bill new clients immediately, when billing new clients in advance. (This capability is not available w...
in Morningstar Community Blog on 2018-08-28
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