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Morningstar Direct
Our institutional investment analysis platform.
Overview
Who Uses Morningstar Direct
Investment Analysis
Multi-Asset
Equity Portfolio Management
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Presentation Studio
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Presentation Studio
Presentation Studio in Morningstar Direct makes it easy to get right to the necessary data for research, and then transform it into professional, custom-branded fact sheets and presentations. The feature gives users control over layouts, allowing them to adapt their communications for a range of audiences. Firms can create and regularly update reports and presentations, then immediately distribute them online to sales groups and other departments.

Receive your own customized investment report  
What you can do:
Create custom-branded communications
Incorporate company logos, colors, fonts, and disclaimers
Prepare single-investment reports or multiple-investment workbooks
Select from a library of professionally designed graphics
Access consolidated investment data
Import data from private strategies
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Presentation Studio makes it possible to create highly customized reports and presentations that reflect a company’s brand. Easy-to-use tools help build communications ranging from fact sheets for individual investments to a complete workbook comparing multiple managers. Users select report components from a library of professionally designed charts, data tables, and graphs that quickly communicate complex investment information. Supporting data comes from Morningstar’s database, as well as from imported proprietary investment data. Available charts present data for single investments, comparisons of two investments, or an entire lineup.

See a sample fact sheet  

View a report featuring multi-manager analysis  
Distribute reports and presentations managed by the firm
Create and share consistent templates
Control the messaging and presentation
Determine which elements the end user can adjust
Make new and updated communications available instantly
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An optional web-based Report Portal helps firms make sure their sales groups, advisors, consultants, and global teams always have access to consistent, up-to-date communications. Administrators at the firm level can create branded and customized templates for product fact sheets, pitchbooks, and more, then distribute them simultaneously to groups everywhere. For flexibility, administrators can build in specific customization options, such as investments or benchmarks, so end users can adjust their reports to meet changing needs. No matter where they’re located, salespeople, advisors, or consultants need only to log in, find relevant templates, and adapt them as required. The reports display well on mobile devices such as the iPad®, for easy presentation to clients. Firms can also gather feedback from the Report Portal to determine how often users are downloading specific templates and which investments they’ve included in the reports.
Learn more about Presentation Studio in Morningstar Direct
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Studio
 
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