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Morningstar

Give your portfolios more quality time with a simple reporting solution

Get the complete guide to Morningstar Direct’s Presentation Studio and its benefits, applications, and features.

At the end of each month, quarter, and year, demands for reports pile up in inboxes. It takes time—a lot of time—to format charts and validate data. That eats into time that lean investment teams could have spent on deeper analysis.

Investments aren’t just numbers—they’re stories. With Presentation Studio, you can tell those stories with Morningstar data and analytics. Distill investment information into clear reports, product comparisons, and presentations.

Inside the Guide, Learn to

  • Communicate findings on complex investing strategies.
  • Assemble appealing reports without a graphic design degree.
  • Deepen presentations with information from Morningstar's
    database of securities, benchmarks, ratings, and more.

Get the Report