Client Resources
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 complimentary template library was initiated to provide a starting point for the creation of custom client reports and fact sheets. Every effort has been made to ensure quality assurance of the templates, but Informa cannot guarantee that the data is completely accurate. We highly recommend that all output be thoroughly reviewed before any form of distribution takes place. Thank you.
*The template library files can be used in StyleADVISOR 8.3.0 and newer unless designated otherwise.
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Single Manager Fact Sheet (Design A)Single Manager Fact Sheet (Design A) (click here to collapse)
Morningstar Extended (v.8.4) PDF | StyleADVISOR Report PSN Extended (v.8.5) PDF | StyleADVISOR Report -
Single Manager Fact Sheet (Design B)Single Manager Fact Sheet (Design B) (click here to collapse)
Morningstar Extended (v.8.4) PDF | StyleADVISOR Report PSN Extended (v.8.5) PDF | StyleADVISOR Report
Fact Sheets
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Market Overview (Report View)Market Overview (Report View) (click here to collapse)
Market Overview PDF | StyleADVISOR Report Market Overview with Commentary PDF | StyleADVISOR Report Single Manager Analysis w/ Commentary v.8.2 PDF | StyleADVISOR Report -
Single Manager Fact Sheet (Report View)Single Manager Fact Sheet (Report View) (click here to collapse)
Any (v. 8.4) PDF | StyleADVISOR Report Lipper Basic PDF | StyleADVISOR Report Lipper Extended (Short, v.8.3.2) PDF | StyleADVISOR Report Morningstar Extended (Single Page, v.8.3.1) PDF | StyleADVISOR Report Morningstar Extended - ETF (v. 8.2.2) PDF | StyleADVISOR Report PSN Basic (v. 8.4) PDF | StyleADVISOR Report PSN Extended (v. 8.4) PDF | StyleADVISOR Report Lipper Extended (v. 8.1.3) PDF | StyleADVISOR Report Lipper International (v. 8.1.3) PDF | StyleADVISOR Report Morningstar Basic PDF | StyleADVISOR Report Morningstar Extended (Short, v. 8.1.3) PDF | StyleADVISOR Report Morningstar Extended (v. 8.1.5) PDF | StyleADVISOR Report -
Two Manager Comparison (Report View)Two Manager Comparison (Report View) (click here to collapse)
Lipper Extended (v.8.3.2) PDF | StyleADVISOR Report PSN Basic/Extended (v.8.3.1) PDF | StyleADVISOR Report Morningstar Extended PDF | StyleADVISOR Report -
Fixed Income Analysis (Report View)Fixed Income Analysis (Report View) (click here to collapse)
Any Database (v.8.4) PDF | StyleADVISOR Report Morningstar Extended (v. 8.2.1) PDF | StyleADVISOR Report -
Variable Annuities (Report View)Variable Annuities (Report View) (click here to collapse)
Morningstar Variable Annuities (v. 8.4) PDF | StyleADVISOR Report Lipper Variable Annuities (v. 8.2.1) PDF | StyleADVISOR Report -
Underlying Funds (Report View)Underlying Funds (Report View) (click here to collapse)
Lipper Underlying Funds (v. 8.2.1) PDF | StyleADVISOR Report
Portfolio Analysis
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Single Portfolio Analysis (Report View)Single Portfolio Analysis (Report View) (click here to collapse)
Single Portfolio Analysis (v 8.2.2) PDF | StyleADVISOR Report
Capital Market Reviews
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Active vs. Passive (requires Morningstar Mutual Fund Data)Active vs. Passive (requires Morningstar Mutual Fund Data) (click here to collapse)
Russell Indices PDF | StyleADVISOR Report S&P 500 PDF | StyleADVISOR Report -
Relative Performance (Report View)Relative Performance (Report View) (click here to collapse)
Relative Performance by Asset Class (v. 8.2.2) PDF | StyleADVISOR Report -
Market OverviewMarket Overview (click here to collapse)
Market Overview PDF | StyleADVISOR Report -
OFHEO Housing PricesOFHEO Housing Prices (click here to collapse)
By 25 Largest Cities PDF | StyleADVISOR Report By State PDF | StyleADVISOR Report
Detailed Analyses
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Single Manager AnalysisSingle Manager Analysis (click here to collapse)
Barclay's HF PDF | StyleADVISOR Report HFR PDF | StyleADVISOR Report -
Four Page ReviewFour Page Review (click here to collapse)
Four Page Review PDF | StyleADVISOR Report -
Absolute Return AnalysisAbsolute Return Analysis (click here to collapse)
Hedge Fund PDF | StyleADVISOR Report Hedge Fund - BarclayHedge (RV, v. 8.2.2) PDF | StyleADVISOR Report Hedge Fund - HFR (RV, v. 8.2.2) PDF | StyleADVISOR Report Hedge Fund - Morningstar (RV, v. 8.1.3) PDF | StyleADVISOR Report HFR / Morningstar R2 (v. 8.2.2) PDF | StyleADVISOR Report -
VaR AnalysisVaR Analysis (click here to collapse)
VaR Analysis (v. 8.4) PDF | StyleADVISOR Report
Snapshot Analyses
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Downside AnalysisDownside Analysis (click here to collapse)
Downside Risk (Any Database, v.8.5) PDF | StyleADVISOR Report -
Crisis TemplateCrisis Template (click here to collapse)
Morningstar (RV, v. 8.5) PDF | StyleADVISOR Report -
Market CyclesMarket Cycles (click here to collapse)
Hedge Fund PDF | StyleADVISOR Report Domestic Equity PDF | StyleADVISOR Report Fixed Income PDF | StyleADVISOR Report Long Term Secular - Morningstar SBBI (v. 8.4) PDF | StyleADVISOR Report -
One Page SummaryOne Page Summary (click here to collapse)
Advanced PDF | StyleADVISOR Report Beginner PDF | StyleADVISOR Report Intermediate PDF | StyleADVISOR Report Simple PDF | StyleADVISOR Report
Style Analyses
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Detailed Style AnalysisDetailed Style Analysis (click here to collapse)
Detailed Style PDF | StyleADVISOR Report -
Style Analysis MapsStyle Analysis Maps (click here to collapse)
Style Maps PDF | StyleADVISOR Report -
Hedge Fund Style AnalysisHedge Fund Style Analysis (click here to collapse)
HFR / Morningstar Style (v. 8.2.2) PDF | StyleADVISOR Report
RBSA Attribution
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Attribution AnalysisAttribution Analysis (click here to collapse)
Any (v.8.4) Regional Attribution Analysis PDF | StyleADVISOR Report Any (v.8.4) Sector Attribution Analysis PDF | StyleADVISOR Report Any (v.8.4) Style Attribution Analysis PDF | StyleADVISOR Report
Search
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Market CyclesMarket Cycles (click here to collapse)
Morningstar (v. 8.1.3) StyleADVISOR Report
AllocationADVISOR
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AllocationADVISOR TemplatesAllocationADVISOR Templates (click here to collapse)
Bar Graphs (v. 8.3) PDF | AAZ Basic Allocation (v. 8.3) PDF | AAZ Confidence Zone (v. 8.3) PDF | AAZ Current Portfolio (v. 8.3) PDF | AAZ Current Portfolio with Mixes (v. 8.3) PDF | AAZ Custom Tables (v. 8.3) PDF | AAZ Dual Frontier (v. 8.3) PDF | AAZ Monte Carlo (v. 8.3) PDF | AAZ Tutorial (v. 8.3) PDF | AAZ US Equity Funds (v. 8.3) PDF | AAZ