U.S.A.
Morningstar Reporting Solutions
Concise investor-ready reports.
Overview
Morningstar Advantages
Process Management
Process Management
Firms choose how to manage the entire production process, from design to delivery. Clients can produce and monitor their own reports through Morningstar Direct, our institutional investment platform, or let Morningstar handle the details. Our dedicated service team can also coordinate related needs, such as translation and printing.
Template development: Extensive customization
Our experienced team can work with firms to create completely customized templates for any brand, audience, or need. Custom features include tailored disclosures and benchmarks, as well as color palettes, logos, and fonts to reflect a firm’s branding. A wide assortment of intuitive investment graphics and tables are also available for analysis. Firms can choose to have Morningstar create and manage their templates or maintain their templates in-house using our investment analysis platform.
Data management and processing: Integrated options
Our extensive data management and processing capabilities, including registered and unregistered investments, help institutions deliver comprehensive side-by-side comparisons. We also make it easy to integrate private data, as well as data from leading accounting platforms and numerous institutional custodians.
Multiple channels: Different formats for different media
Reports can be delivered in various formats, including web-based and PDF documents. This makes it easy to create both print and electronic communication materials—and deliver those materials through the most appropriate medium. Each format is available for monthly, quarterly, semiannual, or annual updates, and PDF pages are available on demand.
Production and delivery: Flexible solutions
Morningstar gives firms control when and where they need it most. Institutions can leave all production details—including printing—to Morningstar, or manage templates through Morningstar Direct, our institutional investment analysis platform.
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Sample Reports
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