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Managed portfolio services

 for the modern adviser.

 

Valuation-Driven Portfolios for Advisers

Using Morningstar® Managed PortfoliosTM, you can deliver professional portfolio management and tools 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 chatter. 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 global investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.

A meticulous search

for value.

Our core philosophy is simple: We look for investments that are selling for less than what we think they’re worth. And we are always looking for value you can pass on to the investor.

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

Retirement Income

Learn which income strategies you should consider for retiring clients.

Discretionary Fund Management- Behavioural Insights Whitepaper Cover

Behavioural Insights

Use our guide to help investors overcome behavioural obstacles.

 

Our Multi-Asset Portfolios

Available on a range of different platforms and 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.

 

 

 

Global Range

  • US$ denominated multi-asset portfolios
  • Target return objective
  • Blends active/passive funds where appropriate
  • Available on select global platforms

South Africa Range

  • Multi asset portfolios
  • Risk target objective
  • Blends active/passive funds where appropriate
  • Available on a wide range of platforms

 

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.

 

 

Looking for more information?

Your regional Morningstar representative is happy to assist.

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