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.
“With templates designed around users’ workflow, Morningstar’s Presentation Studio can streamline the creation of presentations, competitive analysis, reports and fact sheets,” said Bevin Desmond, president of institutional software at Morningstar. “These new presentation capabilities make it easy and efficient for our users to create professionally designed communications materials.”