Publishing System

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.

Streamline your document management with Morningstar’s Publishing System

Build reports to your specifications

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.

Outsource the hassle and maintain control

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.

Illustration of reports dashboard and how to create a new production run.

Tell your sustainability story

Show how you can meet investors’ preferences for socially responsible investing with our ESG fund and company-level datasets and proprietary ratings.

A sample sustainability-focused report, showing the Morningstar Sustainability Rating, carbon-related risks, and the portfolio low-carbon transition rating.

Address regulatory guidelines

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.

This chart describes the activities in the regulatory guidelines process: Analysis and validation, Report generation and distribution, monitoring and oversight, and calculations of MRM, performance, and costs.

Publishing System Use Cases

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.

Factsheets

Create detailed, custom-branded factsheets to help clients better understand your investment offerings and make well-informed decisions.

Regulatory Documents

Streamline regulatory reporting obligations by using our robust, comprehensive solutions to calculate, produce, and distribute documents to the market.

Marketing Communications

Strengthen client relationships by securely delivering marketing communications to sales teams.

ESG Reporting

Create factsheets and regulatory documents that help investors act on their sustainability objectives. Effectively communicate the ESG profile to your end clients and respond to required ESG regulation and climate policies.

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Core Capabilities of Publishing System

Outsource document production completely or weave Publishing System into your current report generation process for greater efficiency.