Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Questions about access, please email douglas.olsen@bc.edu
Contract allows for 12 faculty users, 1 student managed fund logon, installs in O'Neill Library 3rd floor workstation D1 and Fulton 124.
Downloading to excel works best on PCs. Use on Mac not recommended.