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Morningstar Brings Greater Transparency to Private Markets for Advisors
New exposure, volatility, and liquidity metrics in Direct Advisory Suite extend Morningstar’s universal language of investing to private markets, advancing a
About this update from Morningstar, Inc.
[{"type":"text","content":"\nNew exposure, volatility, and liquidity metrics in Direct Advisory Suite extend Morningstar’s universal language of investing to private markets, advancing a holistic portfolio view\n\n\n CHICAGO--(BUSINESS WIRE)--\nMorningstar, 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 Chicago.\n\n\n“Morningstar’s universal language of investing has helped advisors and investors bring clarity to complexity for decades,” said Kunal Kapoor, chief executive officer of Morningstar. “As private investments become part of more investor portfolios, we’re extending that language to help bring the same comparability and confidence to private markets that we’ve delivered for investors in public markets.”\n\n\nThe new capabilities in Direct Advisory Suite are designed to help advisors evaluate, compare, and communicate the role of private investments within a broader portfolio context. Key features include:\n\n\n\nExpanded Investment Research: Advisors now have access to a new private capital fund universe to screen, compare, and monitor private investments, and semiliquid vehicles such as interval and tender-offer funds are now easier to find. Morningstar’s updated categorization system integrates private capital vehicles alongside public market securities, so investors can analyze investments holistically.\n\n\n\nEnhanced Risk Profiling: The Morningstar Risk Model now accounts for private capital funds, and the Morningstar Portfolio Risk Score breaks down the risk percentage driven by volatility and liquidity restrictions.\n\n\n\nPortfolio Transparency Tools: Advisors can visualize the percentage of a portfolio exposed to private investments.\n\n\n\nProposal-Ready Reporting: FINRA-reviewed investment proposal summary report now includes new risk and liquidity metrics.\n\n\n\nAlternative Investments Hub: A new topic page aggregates Morningstar’s research and editorial content on alternatives, supporting advisor education and client conversations.\n\n\n\n“As private markets become more accessible, advisors need ac...