Morningstar’s Clear and Informative Report Templates

Elevate your communication and amplify your message with clients, using the report templates within Morningstar Direct’s Presentation Studio. Our reporting tools are designed to simplify complex data sets into easy to understand visuals, allowing you to better connect with and inform your clients.


Access these reporting templates:
  • Sustainability Comparison
  • Fixed Income Factsheet
  • Risk Model Analysis Equity Manager
  • Mercer-Morningstar Strategy Analysis
  • Outbreak Scenario Analysis