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Portfolio construction insights

Build portfolios that can weather whatever the market has in store.

These brief reads cover portfolio construction for a range of investor goals. Explore insights on portfolio analysis, asset allocation, and diversification, all backed by original research.

Showing 1 to 12 out of 37
Blog
4 mins

Top 10 Reasons Wealth Management Firms Should Use Financial Data Aggregation

Blog
4 mins

Unlocking Financial Insights: Financial Data Aggregation Platforms in Wealth Management

How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
Blog
7 mins

2026 US Model Portfolio Landscape: Growth, Innovation, and the Future of Portfolio Construction

How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
The vehicle that helps investors manage risk while gaining exposure to private assets.
Research
27 mins

Why Super Funds Offer a Safer Path to Private Markets

The vehicle that helps investors manage risk while gaining exposure to private assets.
Why more diversification isn't always better.
Blog
7 mins

Diversification Strategy Insights: What’s Driving Diversification Gains in 2026 Markets?

Why more diversification isn't always better.
Webinar
60 mins

Portfolio Diversification in 2026: Strategies for a Changing Market

A mix of US large-cap stocks and high-quality bonds remains the core of sound portfolio management.
Blog
5 mins

Diversification Had Its Best Year Since 2009. Here's What Drove It.

A mix of US large-cap stocks and high-quality bonds remains the core of sound portfolio management.
How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Research
80 mins

Diversification Landscape: Building Diversified Portfolios

How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Highly concentrated funds show more variation in returns, deeper drawdowns, and higher volatility than less concentrated ones.
Blog
4 mins

Concentrated Equity Funds: When Bold Portfolios Are Worth the Risk

Highly concentrated funds show more variation in returns, deeper drawdowns, and higher volatility than less concentrated ones.
The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.
Blog
7 mins

How to Benchmark Portfolios With Both Public and Private Equities

The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.
Morningstar Direct
4 mins

How Mount Ararat Financial Services Is Transforming Wealth Management

Blog
6 mins

Understanding Network Effect and Moats