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Morningstar Direct
Our institutional investment analysis platform.
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Sample Reports
Investment Fact Sheet Template
Presents an example of the type of fully customized reports Presentation Studio can create. Includes customizable charts and data tables that automatically resize to fit available space. Integrates the investment, benchmarks, data points, and time periods the user chooses. Displays with the fonts, colors, and text boxes the user wants to apply.
38K
Multi-Manager Analysis Template
Provides an example of the type of fully customized reports Presentation Studio can create to compare multiple investments. Includes customizable charts and data tables that automatically resize to fit available space. Integrates the investments, benchmarks, data points, and time periods the user chooses. Displays with the fonts, colors, and text boxes the user wants to apply.
169K
Attribution Report
Analyzes the performance impact of various portfolio management decisions relative to a benchmark. Decomposes excess return into region, sector, style, or market cap weightings, as well as by security selection.
118K
Total Portfolio Attribution Report (Macro Attribution)
Communicates sources of portfolio performance attributable to strategic asset allocation policy, deliberate deviations from policy weights to take advantage of market conditions, and manager selections (in aggregate, by asset class, or by investment style).
34K
Performance Report
Communicate the key quantitative statistics of an investment lineup to assist with monitoring. Combine investment universes, customize data points, and adjust formatting as desired.
20K
Holdings-based Style Consistency
Presents historical movement of a portfolio in terms of equity style, fixed income style, sector, and asset allocation. Defines historical portfolio management and its consistency.
154K
Returns-based Style Analysis
Uses historical performance of a subject portfolio to calculate and show historical investment composition, style drift, and relative performance versus style and market benchmarks.
58K
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