Morningstar’s 2022 Model Portfolio Landscape

The model portfolio landscape continues to expand at a rapid pace. In this report, we unpack the factors that are furthering adoption of models and provide an overall assessment of their fees, objectives, and performance. We also delve into the ways Morningstar has expanded its ratings on model portfolios to help advisors and investors.

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What's Inside

How the model portfolio universe breaks down by fund provider
How our ratings provide increased transparency to investors
Examination of the avenues for accessing and implementing models

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