Skip to Content

Morningstar’s Role in Portfolio Framework

Simplifying investment decisions for financial advisors.

Navigating the intricacies of portfolio management can be a daunting task for financial advisors. This report aims to simplify this process by offering practical guidelines for time horizons, position sizes, and establishing a diverse portfolio.


Financial advisors can now leverage this innovative framework to help clients make informed decisions about their investment portfolios. The model comprehensively emphasizes diversification, historical data, equity exposure, fixed-income duration, and best practices.


Download the report now for more on Morningstar’s streamlined approach to portfolio management.

Share this page

What's Inside:

  • Comprehensive definitions and practical use cases of fund roles like Main/Stand-Alone, Core, Building Block, and Limited.  
  • An emphasis on long-term investing, backed by historical data, equity exposure, and fixed-income duration considerations. 

  • An overview of Morningstar's Category classification system and how it informs recommended time horizons and position sizes. 

Get the Report