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INFORMATION DESIGN

Morningstar Magazine

A bimonthly print publication curating highlights from Morningstar’s thought leadership research, proprietary methodologies, and data visualizations on timely investing topics.

Close collaboration with our magazine team prioritized editorial and visual richness to create clear and impactful data stories.

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Morningstar’s unique depth and breadth of intellectual property challenged design to invent new ways to visualize data.

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DATA DASHBOARD

market barometer

Market Barometer tracks the performance of our country-specific indexes.

valuation lens

Valuation Lens aggregates our equity analysts’ proprietary price-to-fair value ratios.

fund flows

Fund Flows follows worldwide trends of actively-managed investments.

PERFORMANCE CLOCKS

Using the familiar face of a clock, we graphed regional monthly-returns to the twelve ticks. The starburst shape allow for immediate trends to emerge while small multiples of the form allows for seamless comparisons.

Article and concept by David Harrell

performance clocks performance clocks detail

PORTFOLIO MAP

Plotting a portfolio’s underlying holdings by weighting and sector allows for a dynamic view of the main drivers of a fund’s composition.

Article and concept by David Harrell

portfolio map

ACTIVE V. PASSIVE

active v. passive

An extreme outlier allowed for a playful moment at the bottom of the page to preserve the legibility of the dispersion data.

Article and concept by David Harrell

QUANT U

quant u

Separation of multiple layers of micro/macro information to strengthen data density.

quant u

Implementation of editorial cues directly on the chart helps further deeper comprehension.

PERFORMANCE CURRENTS

Tracking the quarterly flow of optimal (and sub-optimal) market performance by market cap and investment style.

Article and concept by David Harrell

performance currents

DISPERSION

Tracking performance trends of six emerging-market funds while maintaining the context of their peer group of qualified funds.

Article and concept by David Harrell

dispersion

SPOTLIGHT

spotlight2

Spotlight was a rotating bimonthly topic that offered an opportunity for rich, interconnected data density throughout its articles.

PORTFOLIO STACK

An investigation into emerging-markets fund composition by comparing the regional exposure of three key funds to the category benchmark.

Article and concept by David Harrell

portfolio stack