12 Steps To Building A Great Multi-Asset Fund

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