Bloomberg Terminal vs. Morningstar Direct

Well-suited as a monitoring tool for market prices, economic indicators, and news. Less appropriate for fundamental research and analysis. Other tools, such as AlphaSense and Visible Alpha, are better/more user-friendly for research usage or manipulation of financial statements, either because the platform itself is easier to use or because the Excel add-in function is simpler, less confusing.

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

• EMSX
• Graph
• port

Incentivized

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

Incentivized

• Limiting data use
• Cost of Bloomberg Terminal
• New user on-boarding

Incentivized

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

Incentivized

Easy to use but need to know commands

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

• The terminal is an important part of our research process. We use the supply chain function for example when researching new companies.
• The terminal allows us to have a quick overview of past performance for stocks during earnings season (ERN function).
• The terminal is very good at synthesizing the main industry indicators in the Bloomberg Intelligence functions for each industry.

Incentivized

• Returns not yet realised.

Incentivized