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| | | | | Format Options | | | Morningstar® Investment Profiles™ are one-page reports that utilize innovative methodologies and one of the industry's most comprehensive databases to present objective information in a clear format. Investment Profiles include the Morningstar Rating™ and Morningstar Style Box™, as well as key performance, portfolio, and operations information. And they are available for just about any investment type, making it easy to perform a comparative analysis across an investment lineup. | |
| What you can do: | | | | | Choose the right level of information for any communication need | | | | | |
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| | | Morningstar Investment Profiles are available in a variety of templates—each with clear graphics and a consistent, straightforward design that’s easy for investors to grasp. The basic template provides just the essential facts to give investors a foundation for making informed investment decisions. The advanced template enhances the essential facts with Morningstar proprietary statistics and easy-to-understand design for maximum appeal to all levels of investors. Add renowned Morningstar analysis and editorial for our in-depth template that provides extra insight and value. | | | | | Offer Investment Profiles online | | | | | |
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| | | Information can be prepared for online applications. Investors can receive the same content and tools that are available in print in an online format that’s easy to navigate and update. | | | | | Select customizations that meet specific business objectives | | | | | |
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| | | Choose from many customization options to create an Investment Profile that meets communication goals and audience requirements. Customization options include: language translation, company logo and custom colors, data collection, custom disclosure, custom investment names, custom-mapped benchmarks, and design modifications. | | | | |
| | | | Take Action | | | |  | | | | | See It Work | | | | | | | | Learn More | | | | |
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