Morningstar Direct - Reporting Capabilities


UK

Morningstar Direct


		Overview


		Peer Analysis


		Style Analysis


		Performance Evaluation


		Stock and Ownership Analysis


		Reporting Capabilities


		Data Universes


		Client Support Services

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Clear. Insightful. Customisable.

Morningstar Direct’s advanced graphic tools, Report Builder, pre-formatted reports, and integration with multiple applications enable users to effectively communicate research findings to clients, prospects, internal managers, and boards of directors. The data in Morningstar Direct is updated continuously, so materials contain the latest information available.

What you can do:

Create your own customised reports

	Select from a library of pre-formatted data elements
	Generate charts
	Produce reports on-demand

Morningstar Direct’s Report Builder enables the creation of customised investment reports and fact sheets. Create charts and determine which data elements to present in your report. Reports can be saved as a PDF template and used to communicate research findings for any investment type.

Export data into external applications

	Select from a range of investments
	Export to multiple applications
	Fuel internal analysis and presentations

Morningstar Direct enables you to export data across investment types into multiple applications, including Microsoft® PowerPoint®, for internal analysis and client presentations.

Utilise a library of pre-formatted reports

	Present information clearly
	Select customisation options
	Create ad hoc reports and charts

Choose from an extensive library of pre-formatted reports, each featuring a straightforward design and easy-to-follow layout that presents data clearly and concisely. Each report offers customisation options, such as time periods, benchmarks, and other relevant data elements. Create ad hoc reports and charts that feature the information most relevant to your analysis.

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