Bloomberg Terminal vs. Morningstar Direct

Depending on which area of the finance sector you may work in, the Bloomberg Terminal will have plenty of helpful functionality for you. Two specific scenarios for myself in the Structured Finance area are tracking the pricing benchmark and following outstanding deals in the market. You can follow progress of the deals, how well they are advancing, and final pricing details

Incentivized

Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.

Incentivized

• Communicating with investors, banks, partners, etc
• Tracking key market metrics
• Monitoring existing and previous structured finance deals

Incentivized

• Best for research.
• Analyst reporting is fantastic.
• The ability to look at a wide variety of assets is great.

Incentivized

• Visual user interface
• A lot of functionality, need tutorials and lessons to narrow down
• Expensive!
• Some information may be delayed

Incentivized

• The system is sometimes slow.
• Glitchy and sometimes hard to use.

Incentivized

While there are a lot of competitive services in the marketplace, each good in its own right, the Bloomberg Terminal is considered the top product. It has key fast information and can help individuals make fast decisions. It also has a top-tier support desk that can answer questions for you and teach you functionality to apply to your role

Incentivized

Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

Incentivized

• Appropriate pricing of deals due to market comparisons
• Instant communication with key stakeholders
• Top and quick newsbreaks

Incentivized

• Returns not yet realised.

Incentivized