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 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 training@styleadvisor.com.
*The template library files can be used in StyleADVISOR 8.0.2 and newer.
Fact Sheets
-
Market Overview (Report View)Market Overview (Report View) (click here to collapse)
Market Overview pdf example | StyleADVISOR report
-
Single Manager Fact Sheet (Report View)Single Manager Fact Sheet (Report View) (click here to collapse)
Lipper Basic pdf example | StyleADVISOR report Lipper Extended pdf example | StyleADVISOR report Lipper International pdf example | StyleADVISOR report Morningstar Basic pdf example | StyleADVISOR report Morningstar Extended pdf example | StyleADVISOR report Morningstar Extended (Short) pdf example | StyleADVISOR report Zephyr SMA pdf example | StyleADVISOR report
-
Two Manager Comparison (Report View)Two Manager Comparison (Report View) (click here to collapse)
Morningstar Extended pdf example | StyleADVISOR report
-
Market Cycles (Report View)Market Cycles (Report View) (click here to collapse)
Domestic Equity pdf example | StyleADVISOR report
Capital Market Reviews
-
Market OverviewMarket Overview (click here to collapse)
Market Overview pdf example | StyleADVISOR report
-
OFHEO Housing PricesOFHEO Housing Prices (click here to collapse)
By 25 Largest Cities pdf example | StyleADVISOR report By State pdf example | StyleADVISOR report
-
Active vs. Passive (requires Morningstar Mutual Fund Data)Active vs. Passive (requires Morningstar Mutual Fund Data) (click here to collapse)
Russell Indices pdf example | StyleADVISOR report S&P 500 pdf example | StyleADVISOR report
Detailed Analyses
-
Four Page ReviewFour Page Review (click here to collapse)
Four Page Review pdf example | StyleADVISOR report
-
Absolute Return AnalysisAbsolute Return Analysis (click here to collapse)
Hedge Fund pdf example | StyleADVISOR report
-
Single Manager AnalysisSingle Manager Analysis (click here to collapse)
Barclay's HF pdf example | StyleADVISOR report HFN pdf example | StyleADVISOR report HFR pdf example | StyleADVISOR report
Snapshot Analyses
-
Market CyclesMarket Cycles (click here to collapse)
Domestic Equity pdf example | StyleADVISOR report Domestic Equity 2 pdf example | StyleADVISOR report Fixed Income pdf example | StyleADVISOR report Hedge Fund pdf example | StyleADVISOR report
-
One Page SummaryOne Page Summary (click here to collapse)
Advanced pdf example | StyleADVISOR report Beginner pdf example | StyleADVISOR report Intermediate pdf example | StyleADVISOR report Simple pdf example | StyleADVISOR report
Style Analyses
-
Detailed Style AnalysisDetailed Style Analysis (click here to collapse)
Detailed Style pdf example | StyleADVISOR report
-
Style Analysis MapsStyle Analysis Maps (click here to collapse)
Style Maps pdf example | StyleADVISOR report
