Direct Lens Portfolio Management
Direct Lens is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive interface. Institutional investors can spend less time searching for the right tools and more time analyzing the data that matters most.
Unified portfolio experience
Lens brings together the portfolio analysis tools you need.
Modern portfolio managers need to be able to construct and analyze investment strategies before they hit the market.
Lens can save you time, money, and resources by eliminating the need for additional technology stacks and data systems.
Easier holdings analysis
Quickly assess the impact of your holdings.
Lens makes it easier than ever to see the full impact of holdings and positions in your portfolios.
You can group holdings to assess market exposure, see how holdings interact with one another, and more.
Build and optimize great portfolios
Long-term planning requires long-term preparation.
Stress test your portfolios across market and macroeconomic scenarios to see how they hold up.
Examine a portfolio’s underlying holdings for aspects of risk and exposure to help you anticipate what’s coming, so your plans can stay on track.
Portfolio attribution analysis
The best way to improve your allocations is to truly understand who’s performing well and what that really means for your portfolio.
See how your decisions contributed to investment results by combining rigorous methodologies with vivid graphics that make conclusions clear.
Lens supports sophisticated analysis at the manager or asset-class level, using a multidecision hierarchy to model the portfolio decision-making process.