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Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

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Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

Morningstar, Inc., a leading provider of independent investment insights, launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds.

“AI and agents are only as valuable as the data that powers them,” said Scott Brown, President, Direct Platform at Morningstar. “With Direct AI, we’re putting the full breadth of our independent research, data, and insights into agents that fit naturally into clients’ workflows. It accelerates our mission to empower investor success.”

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In addition to an all-new, browser-based interface, Direct AI initially introduces three agents built specifically for the mission-critical tasks our clients value most:

Each of the agents is grounded in Morningstar’s data, analytics, research, and ratings that span millions of securities and entities across a diverse range of asset classes, including funds, equities, fixed income, and a variety of other financial products. Backed by the firm’s more than 1,100 research analysts globally, Morningstar’s investment experience and proprietary frameworks—from Morningstar Categories and Medalist Ratings to the new Active/Passive Strategy Type and Semiliquid Adjusted Cost Estimate—are built into the logic, and can help investment professionals make more informed, defensible decisions.

Alongside Direct AI, Morningstar is making its investment intelligence available through Claude, Microsoft Copilot, and ChatGPT, aimed at helping users access answers and insights wherever they choose to work


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