Brochures & flyers

These usually are sophisticated analytical tools that allow you to dissect your portfolio and gain a clear view of your holdings. You can evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions, view the stock holdings behind your mutual funds, measure performance against benchmarks and industry indexes, and stay up-to-date on the latest news and corporate actions relating to your holdings.

Solutions

There are many variations of design solutions available, but the majority are customized to ensure a unique and impactful presence in the market.

• Brand Identity Creating compelling and cohesive visual identities that resonate with your target audience.
• Web Design & UI Developing intuitive and aesthetically pleasing digital experiences across devices.
• Development & CMS Building responsive, fast, and reliable websites with modern content management systems.
• Photography Capturing stunning visuals that enhance brand storytelling and engagement.

Tools

Please feel free to explore any of the portfolio tools Morningstar offers:

• Portfolio X-Ray An in-depth analysis of your design projects, showcasing strengths and opportunities.
• Brand Screener A comprehensive tool to evaluate your brand’s visual and strategic alignment.
• Design Radar Keeping track of the latest design trends, ensuring your projects stay fresh and relevant.
• Creative Fund Screener Reviewing creative assets to optimize visual impact and consistency.
• Trade Analyzer Assessing the performance of design strategies against industry standards and competitor benchmarks.