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× 1984 년 설립 이후 현재 전세계 26 개국 3 천명 이상의 글로벌 네트워 크 구성 × 400,000 개 이상의 다양한 투자 자산 데이터 제공 × 전세계적으로 740 만명이상의 개 인투자자와 27 만명 이상의 PB, 4 천 3 백개의 기관투자자들이 모닝 스타 데이터를 사용 × 300 명의 애널리스트들이 6 천개 이상의 펀드 및 기업보고서 작성 × 전세계 굴지의 기업과 인수합병 을 통해 깊이있고 다양한 서비스 제공 ex) Ibbotson Associates, S&P 등 Morningstar Global Offices Chicago Toronto Amsterdam Copenhagen Frankfurt London Madrid Milan Munich Oslo Paris Stockholm Zurich Bangkok Hong Kong Seoul Shenzhen Singapore Taipei Tokyo Auckland Sydney Mumbai New Delhi Cape Town 3 □ 모닝스타의 현황 - Morningstar Today

Who Uses Morningstar Direct? 4

How to Use Morningstar Direct? 5 Presentation Studio Global Database Research Performance Attribution Fund Flow Portfolio Analysis Analysis Performance Reporting Asset Allocation Portfolio Management Management & Risk Reporting Product Development Team Marketing Team Asset Management Team Risk Management Team Investment Strategy Team Global Management Team

Direct – Global Database 6

Direct – Global Database : Stock & Fund Analysis 7

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Direct – Global Database : Fund/Managed Products 10

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Direct – Performance Reporting : Scorecard 23

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Direct – Portfolio Management 25

Direct – Fund Flow 26

Direct – Fund Flow 27

Direct – Presentation Studio 28

Direct – Presentation Studio 29

Direct – Presentation Studio 30

Direct – Other Functions 31 × Asset Allocation × Portfolio Analysis × Excel API × Korean Version Coming Soon