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A Deep Dive Into Morningstar Direct’s Presentation Studio

How do your investment reports stack up against the competition? As clients have access to more information than ever, making sense of the noise is crucial.

Morningstar’s Presentation Studio gives you the investment reporting tools you need to create sleek, memorable, and easy-to-understand reports, so your clients know exactly where they stand.

Pre-designed investment reporting templates let you generate brand-compliant reports at the click of a button. Less time spent on manual work; more time spent on meaningful work.

Get the complete guide to learn about Presentation Studio’s benefits, applications, and features.

In this Guide, you’ll learn more about:

  • Streamlining your investment reporting processes.
  • Showcasing ESG and climate reporting measures.
  • Automating your workflows to eliminate clunky and repetitive tasks.
  • Creating polished, easy to understand presentations and investment factsheets without a graphic design degree.

Get the Report