Indexes and Databases

Field Details

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.



Need additional help using this resource? Contact this resource's subject librarian.

Access &
Permitted Uses

Restricted Icon  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
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Date Coverage

1995- present


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.