Performance Report Templates

We want to make our software as easy to use as possible. Our template library will give you a head start to creating great-looking reports! To view thumbnails, click the report type to expand the menu.

This library is a work in progress. If you have sample fact sheets that you would like to submit for consideration and possible inclusion in our library, we are always looking for new layouts to add. You may submit them as an attachment in an email to  

*The template library files can be used in StyleADVISOR 8.3.0 and newer unless designated otherwise.


Fact Sheets

Portfolio Analysis

Capital Market Reviews

Detailed Analyses

Snapshot Analyses

Style Analyses

RBSA Attribution



Informa Investment Solutions has acquired Zephyr Associates, Inc. Learn More