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.
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.
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.
A meticulous search
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
7 Pointers for Valuation Driven Investing
Read on to know about how to keep valuation-driven investors focused on meeting their long-term goals, even when market changes threaten to distract them.
A Guide to Using Valuation Driven Investing
Read on to find out about the concept of Valuation-driven investing and how it can help you serve your clients better
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.
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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