How do we build investment solutions? Much like in sports, you need to understand the rules, rank the players, and select the final team. All multi-asset funds and portfolios overseen by Morningstar Investment Management are created in similar way, underpinned by a consistent framework which we boil down to 12 simple steps.
Our new guide explains:
The importance of being clear on the objective
Why remaining nimble and adopting an iterative approach is key
How to select investments that complement each other