Discover how managed portfolios can benefit your business
Morningstar Wealth’s managed portfolio offering comprises of three product and service suites, addressing your clients’ needs, risk profiles, and financial life stages.
How our solutions benefit your business
Increase your
Scale
& reduce your
Cost to Service
Reduce your
Admin & Paperwork
& increase your
Capacity & Efficiency
Access
Portfolio Management
& reduce your
Business Risk
Benefit from
Communications Support
& improve your
Client Value Proposition
Remove
Implementation Risk
& streamline your
Operations
Ready to find out more?
Ready to discover how our solutions benefit your clients?
Cost-effective access to professional management
Clients and their advisers can spend more time focused on goals and strategy
Asset portability
Reduce paperwork & minimise delays in implementation
Diversification of assets
Introducing our suite of Managed Portfolios
Morningstar’s Real Return Funds
Representing Morningstar’s best investment ideas, the real return funds use our extensive research to ensure investors are being rewarded for the investing risks being taken.
Morningstar’s Multi-Asset Separately Managed Accounts (SMAs)
Morningstar’s global portfolio management and research teams analyse over 400 asset classes, ensuring portfolio robustness.
Morningstar’s Medalist Core SMAs
Morningstar’s Medalist Core SMAs deliver our best fund ideas within a range of multi-manager portfolios, offered in six risk profiles for a variety of investor needs.
Why Choose Morningstar?
Morningstar’s heritage as a market leader and breadth of experience in advice solutions means we are uniquely positioned to deliver:
Global capabilities that span institutional-grade portfolio construction, asset allocation, implementation and independent research.
More than three decades of independent research and investment management experience.
An advice servicing model that supports advisers to deliver quality service and products while supporting business efficiency and growth.
An expansive range of portfolio suites and custom capabilities that can meet both simple and complex investment needs.
Customer-first support and solutions driven by the same goal that inspires you: to empower investor success.
Ready to see the difference?
Talk to our team and find out how Morningstar Managed Portfolio can transform your client offering.
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