Morningstar has unveiled the latest version of its research platform for investment professionals. Now, Morningstar Direct users can create fully customized reports, presentations and fact sheets using Morningstar data.

The Presentation Studio interface is configured so that users can select the content and for format of reports, using professionally designed data tables and charts. They can analyze a single investment or an entire peer group or lineup. Changes to time periods, investments, benchmarks and other settings can be made once and applied to the retire report book.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.