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.