Indexes & Databases | UBC Library Index & Database Resources

Library

Field	Details
About	Morningstar Direct Connect to Resource Morningstar Direct is licensed for academic purposes only. Users cannot use this product for commercial purposes Access is restricted to current UBC students, faculty, and staff. Access is available to Sauder users via 4 labelled machines in the Wayne Deans Investment Lab and for Sauder PhD students via a labelled machine in the Sauder PhD lab. There is one machine available in the Leith Wheeler Investment Analysis Lab for non-Sauder UBC users. No walk-in access. Morningstar Direct provides a global multi-asset investment analysis platform with Morningstar’s data, investment research, and analytics tools. It includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pension/life insurance funds, stocks, bonds, annuities, college-saving plans, as well as information on Global Private Equity Firm Executives and Owners, and a directory of Global Private Equity Firms.
Help	Morningstar Direct: New User Checklist (pdf) Morningstar Direct: Getting Started (video) Getting Started with Morningstar Direct Basic Level User Guides (pdf) Morningstar Direct's Learning Opportunities website offers more tutorials, webinars, documentation and videos. Morningstar Direct User Guide (pdf) For questions about signing on to the machine in the Wayne Deans Investment Lab or the PhD Lab, please contact the staff at the service desk in the David Lam Library / Canaccord Learning Commons. For questions about the platform's capabilities, investment data, Morningstar methodologies or technical issues, contact Morningstar Direct product consultants via the “Send us Feedback” button within the platform. For technical assistance, contact Morningstar Direct directly via phone: +1 866 229 0216. Need additional help using this resource? Contact this resource's subject librarian.
Access & Permitted Uses	Access open only to UBC students, faculty, staff and on-site Library users (other restrictions may apply) Permitted Uses Research or Private Study? Yes Linking? Yes Learning Management System? Yes Text and Data Mining? No Alumni Access? No Tell me more »
Full Text	No
Subjects	Commerce
Date Coverage	1995- present
Formats	Statistics & Data
Funding Notes	Access to Morningstar Direct for 2016/2017 and 2017/2018 has been made possible through research funds provided by the Finance Division and the Dean’s Office of the UBC Sauder School of Business.