Use our turnkey document management solution to centralize and securely deliver quality factsheets, regulatory documents, and marketing communications. Outsource report production completely or weave Publishing System into your current report generation process for greater efficiency.
Work with Morningstar-designed templates or specify your own unique design, data, and delivery requirements, and we’ll build report templates to your exact specifications. Use our extensive investment database, your own custom data and content—or both.
Choose how involved your firm should be in document production and distribution, with options to manage the workflow entirely or completely outsource the process to us.
Show how you can meet investors’ preferences for socially responsible investing with our ESG fund and company-level datasets and proprietary ratings.
Respond to regulation confidently by adding Morningstar data and calculations into documents that can be created in a multitude of languages and distributed directly to regulators.
Create content that sets you apart from your peers. Publishing System merges leading technology with global market expertise to centralize your documents and deliver print-quality factsheets, regulatory documents, and investment marketing collateral, in any language required.