FactSet vs. Morningstar Direct

Often has data where other sources would not have Well suited for large sets of data and analyses on public company data with a lot of public companies, getting the formulas to pull data is very helpful and saves a lot of time. Less appropriate for pulling investor data and co-investment data that PitchBook seems more suited

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

• curating outside in intelligence
• enabling account plans target addressable market estimation
• competitors tracking
• value proposition pitching
• RFP deal support

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

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• Faster load time
• API integration

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

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The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.

Incentivized

FactSet is great because it has a plethora of data, so much so that it is often hard to even find a company that I am looking for. However, sometimes this can make it more difficult than normal because you need to sift through tons of data. The webpage often glitches out.

Incentivized

I think the data delivery could be improved, but it's a good data set.

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Global Data, AlphaSense, Hoovers, S&P, etc.

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

Incentivized

• improved time to complete an analysis
• Often data is incorrect or no source provided
• Only source we've found to support a rights plan and takeover defense analysis

Incentivized

• Returns not yet realised.

Incentivized