Outsourced Chief Investment Officer
Our bespoke SMA offering helps advice businesses develop and oversee their own adviser-branded custom portfolios. We provide a full suite of investment management services, powered by Morningstar’s asset allocation, portfolio construction and global research capabilities.
Your goals. Your business model. Our solutions.
Overcome portfolio implementation challenges
Morningstar's bespoke Managed Accounts offering
Stage 1. Inception
Investment philosophy and strategy
Understand your investment philosophy and develop an investment strategy tailored to your client’s objectives and your business requirements.
Portfolio review
Analysis of existing portfolios to understand characteristics.
Governance framework
Establish a shared governance structure that includes regular investment committee meetings, reporting, and documentation—ensuring transparency and alignment.
Stage 2. Customised Portfolio
Custom portfolio design
Portfolios are tailored to your advice approach, whether that’s goals-based, risk-profiled, or otherwise segmented. Set asset allocation and investment parameters including absolute loss tolerance, portfolio liquidity, etc.
Portfolio creation
Implemented portfolios which can comprise of a variety of underlying investments including direct securities, ETFs, 3rd party managers and Morningstar funds (if appropriate). Portfolio construction approaches include Strategic or Dynamic Asset Allocation; as well as Active and/or Passive management.
Stage 3. Implementation
Product set up
Due diligence, commercials, and disclosure docs.
Platform integration
Solutions are typically available across major platforms, enabling seamless implementation and reporting.
Operations and execution
Integrating portfolio management with trade execution.
Client communication plan
Work with you to establish a communication plan to aid transition.
Stage 4. Ongoing monitoring and reporting
Ongoing portfolio management
Our investment team actively manages portfolios, making timely adjustments as market conditions evolve. A stand-alone Performance and Risk Management team and automated processes ensure investment mandate, PDS, regulatory rule, liquidity rules and risk guidelines are followed, with breaches flagged promptly.
Investment committee participation
Quarterly participation of investment committees with presentation on portfolio positioning and performance.
Ongoing account management and support
Our Australian-based team provides personalised support, helping you implement and manage our custom portfolio solutions effectively.
Client reporting and communication
You’ll have access to client-ready materials, and regular portfolio updates to support your adviser-client conversations.
Post sales service
Account management, business practice support advice templates client support documents and reporting.
Tailored to meet YOUR unique needs
Morningstar’s bespoke SMA model is built to complement, not replace, your existing framework
We work with your team to align portfolios with your investment philosophy, client segments, and regulatory obligations.
We provide flexible, tailored solutions to help you deliver on your vision for portfolio construction objectives and structure.
Morningstar's suite of managed portfolios
Morningstar’s managed portfolio offering comprises four product and service suites, addressing a variety of investor needs, risk profiles and financial life stages.