Scale your financial advice practice with Morningstar’s Managed
Portfolios
We provide advisers with a suite of investment solutions that address your clients’ needs – and frees you up to spend more time on growing your practice.
Global resources, local insights
Morningstar Managed Accounts taps into 400+ asset and sub-asset classes, globally and locally, to deliver robust portfolios for your clients.
More client touchpoints, enhanced value
Morningstar Managed Portfolios deliver regular communications to keep your clients in the loop and enable you to demonstrate your ongoing value.
More than a research house
Give your clients access to Morningstar’s decades of portfolio management experience, easy admin, and institutional-grade implementation.
What is a Managed Account?
A managed account is a professionally managed investment portfolio, which can be made up of shares, cash and other listed securities. Unlike a managed fund, with a managed account, the client is the beneficial owner of the underlying securities.
Benefits of Morningstar Managed Portfolios
Benefits of outsourcing portfolio management to Morningstar include reduced administration, reduction of portfolio implementation risk, communications support, and increased efficiency by eliminating the need to manage trading and rebalancing in-house — giving you more time to focus on growing your practice, and to deepen your client relationships.
Benefits for you and your business
- Increase your scale and reduce your service costs
- Reduce admin and paperwork to increase capacity and efficiency
- Access professional investment management and reduce business risk
- Dedicated support from regional practice development managers and investment specialists
- Remove Implementation Risk
- Leveraging Morningstar’s deep experience in managed portfolio development and management
Benefits for your clients
- Cost-effective access to professional management
- Regular communication touchpoints
- Asset portability and diversification
- Access to a wide range of portfolio solutions to meet any portfolio requirement or life stage
- Reduced paperwork and faster implementation
- More time for their adviser to spend focusing on their goals
Discover how Managed Portfolios can elevate your advice
Morningstar’s Suite of Managed Portfolio Solutions
Morningstar’s managed portfolio offering addresses a variety of investor needs, risk profiles and financial life stages. The breadth of the range means that your advice practice can select the option or options that best suit your client base, with opportunities to tailor product suites as needed.
Multi-Asset SMAs
Our flagship portfolio range, Morningstar’s global portfolio management and research teams analyse over 400 asset classes, ensuring portfolio robustness.
Outsourced CIO / Custom Portfolio Solutions
A bespoke investment service customised to your advice business needs and designed to complement your expertise while unlocking Morningstar's institutional capabilities: portfolio design, implementation, rebalancing, manager selection, and ongoing oversight.
Medalist Core SMAs
Morningstar’s Medalist Core SMAs deliver our best fund research ideas within a range of multi-manager portfolios, offered in six risk profiles for a variety of investor needs.
Real Return Funds and the MSTR ETF
Representing Morningstar’s best investment ideas and targeting returns above inflation in a fund vehicle, the real return funds use our extensive research to ensure investors are being rewarded for the investing risks being taken.
