Morningstar Launches Private Market Analysis Tools for Financial Advisors
New exposure, volatility, and liquidity metrics in Direct Advisory Suite extend Morningstar’s universal language of investing to private markets, advancing a holistic portfolio view
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today debuted new features in Direct Advisory Suite (the next phase of Advisor Workstation) to help financial advisors analyze and integrate private investments into client portfolios. These enhancements are now available and will be showcased at the Morningstar Investment Conference, taking place June 25-26 in
“Morningstar’s universal language of investing has helped advisors and investors bring clarity to…
