Morningstar Direct vs. Refinitiv Eikon

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

Very likely to recommend to a colleague if he deals with researching companies on a day-to-day basis since it captures real-time market data, financial information such as income statements and balance sheet items, as well as news items around strategic updates and analyst reports from top investment banks.

Incentivized

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

Incentivized

• ESG ratings - allowing us to benchmark practices and reporting.
• Real time market data - allowing us to track target companies.
• Financial information - allows us to gauge companies' historical and forecasted performance.

Incentivized

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

Incentivized

• Not very easy to navigate - needs user to spend time.
• Should have an intelligent search option to enable targeted search.
• Should have more granular coverage in terms of financials.

Incentivized

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

Incentivized

Refinitiv Eikon is a wholesome product that scores over the above products in terms of the coverage universe, features, and credibility of data Refinitiv Eikon is a go-to source for financial and ESG data, whose credibility is well established in the industry and scores above other competitors in this aspect.

Incentivized

• Returns not yet realised.

Incentivized

• Negative - Tool is pricey so not everybody can afford.
• Positive - Coverage of real time market data is unmatched.
• Positive - ESG data coverage is very useful.

Incentivized