Managed portfolio services
for the modern adviser.

Managed portfolio services
for the modern adviser.

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Valuation-Driven Portfolios for Advisers

Using Morningstar® Managed Portfolios,TM you can deliver professional portfolio management to investors that help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.

ASSET ALLOCATION

Filtering out the
market noise.

Backed by an institutional investment team, we hold a distinct view on valuations across all asset classes—to go beyond market noise. Our patient approach to discretionary fund management helps investors take advantage of true opportunities.

PORTFOLIO CONSTRUCTION

Access to deep resources
and insights.

From idea generation to risk management, our investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.

INVESTMENT SELECTION

A meticulous search
for value.

We believe that an investment’s performance is heavily influenced by its manager. We use our extensive data, global research and face-to-face interviews to find fund managers who are able to contribute to the goals of each portfolio.

 

Get the Latest Insights for Advisers

The cover of whitepaper about discretionary fund management

Recommending Discretionary

How you and your clients may benefit from using managed portfolio services.

Managed Portfolio Service- Retirement Income Whitepaper

Behavioural Insights

Use our guide to help investors overcome behavioural obstacles.

Our Multi-Asset Mutual Fund Portfolios

Available through investment advisors. Accompanied by global investment insights and portfolio updates, you’ll always know how your clients’ investments are doing and what’s behind the decisions we are making on your behalf.

Managed Portfolio Service- Active Portfolios

Active

  • Multi-asset portfolios
  • Valuation driven asset allocation
  • Available through financial advisers

A Dedicated Support Team

Our discretionary fund management team provides the support advisers need to focus on clients, including a dedicated service team for questions, quarterly updated performance information, and client-ready communications.

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© 2019 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliate, Morningstar Investment Adviser India Private Limited (“Portfolio Manager”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of the Portfolio Manager; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources. No part of this information shall be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor the Portfolio Manager nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.

The Portfolio Manager is a wholly owned subsidiary of Morningstar Investment Management, LLC, and is part of Morningstar’s Investment Management Group, which comprises Morningstar’s regulated entities worldwide. The Portfolio Manager is registered with SEBI as a Portfolio Manager (Registration number INP000006156); and as an Investment Adviser (Registration number INA000001357), providing investment advice and research. While Morningstar Investment Management LLC has abundant experience in portfolio management, the Portfolio Manager itself has no previous experience/track record of providing portfolio management services. The Portfolio Manager has not been the subject of any disciplinary action by SEBI or any other legal/regulatory body.