ADVANCED Managed Program

Leading 3rd Party Managers
Objective Selection by Morningstar

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Investment Selection
  • Valuation driven – look to get more than we’ll pay for
  • Avoids expensive market areas
  • Pursues undervalued market areas
Portfolio Construction
  • Leading managers that fit well together
  • Mutual funds, pooled funds, ETFs
  • Uses active where active works best
  • Uses ETFs where passive works better
Monitoring/Adjusting
  • Regular monitoring and adjusting back to desired target weights
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Morningstar’s Army of Analysts

    • Get Morningstar’s global team working for you
    • More than:
      • 90 investment professionals
      • 120 manager research analysts
      • 180 equity and credit analysts
  • Morningstar analysts apply a consistent and rigorous global methodology that focuses on the long term, fundamental valuation, competitive advantages, risk, financial health and stewardship.

5 Morningstar Portfolios

Aligned with Investor Profiles

  • Fixed Income
  • Equities
Morningstar
Conservative Portfolio
80% Fixed Income. 20% Equities.
Morningstar
Conservative Portfolio
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Morningstar Conservative Portfolio

Designed To:
Pursue modest long-term growth
Protect against capital losses
Recommended For
Investors looking for general stability of fixed-income securities
Risk Classification
Low
Morningstar
Moderate Portfolio
60% Fixed Income. 40% Equities.
Morningstar
Moderate Portfolio
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Morningstar Moderate Portfolio

Designed To:
Pursue long-term growth
Provide some protection against capital losses
Recommended For
Investors looking for stability of fixed-income exposure with the opportunity for growth of captial
Risk Classification
Low to Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar
Balanced Portfolio
40% Fixed Income. 60% Equities.
Morningstar
Balanced Portfolio
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Morningstar Balanced Portfolio

Designed To:
Pursue long-term growth
Incur less volatility than equities
Recommended For
Investors looking for growth opportunities through varied equity and fixed-income exposure
Risk Classification
Low to Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar
Growth Portfolio
20% Fixed Income. 80% Equities.
Morningstar
Growth Portfolio
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Morningstar Growth Portfolio

Designed To:
Pursue long-term growth
Incur less volatility than equities
Recommended For
Investors with a primary objective of long-term growth
Risk Classification
Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar
Aggressive Portfolio
5% Fixed Income. 95% Equities.
Morningstar
Aggressive Portfolio
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Morningstar Aggressive Portfolio

Designed To:
Pursue long-term growth
Recommended For
Recommended For: Investors with a primary objective of maximum long-term growth
Risk Classification
Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar Conservative Portfolio

Designed To:
Pursue modest long-term growth
Protect against capital losses
Recommended For
Investors looking for general stability of fixed-income securities
Risk Classification
Low

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar Moderate Portfolio

Designed To:
Pursue long-term growth
Provide some protection against capital losses
Recommended For
Investors looking for stability of fixed-income exposure with the opportunity for growth of capital
Risk Classification
Low to Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar Balanced Portfolio

Designed To:
Pursue long-term growth
Incur much less volatility than the MSCI World Index
Recommended For
Investors looking for growth opportunities through varied equity and fixed-income exposure
Risk Classification
Low to Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar Growth Portfolio

Designed To:
Pursue long-term growth
Incur much less volatility than the MSCI World Index
Recommended For
Investors with a primary objective of long-term growth
Risk Classification
Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

Morningstar Aggressive Portfolio

Designed To:
Pursue long-term growth
Recommended For
Investors with a primary objective of maximum long-term growth
Risk Classification
Medium

*Portfolio’s allocation can vary +/- 15% based on asset allocation

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Investment Process

  • In-Depth Valuation Analysis
    We analyze capital markets with a valuation lens to find ways we can get more than we’ll pay for, and gauge market sentiment to help ensure we’re taking a contrarian look at markets.

  • Develop Asset Class Views
    Our asset allocation best thinking stems from valuation-based opportunities in stock and bond markets, as we seek to maximize return for a given level of risk.

  • Investment
    Selection

    Our manager research team meets personally with managers to evaluate their investment styles using a five-pillar system to identify the most appropriate strategies to include in our portfolios.

  • Portfolio
    Construction

    When building portfolios, we look at the whole picture. Considering risk and return characteristics of investments may adjust our asset class thinking as we bring pieces together into a portfolio.

  • Ongoing Monitoring/Adjusting
    As markets change, so do our portfolios. Our investment team monitors them each day to stay well-positioned and risk-aware through the market’s ups and downs.

Portfolio Management Team

  • A photo of Michael Keaveney
  • A photo of Robert Miehm
  • A photo of Shehryar Khan

Program Snapshot

Long version available in the Resource Centre for logged in users.

Graphic

Morningstar’s Investment Process

Each of the Morningstar Portfolios is created using Morningstar’s Investment Process. Learn more about the 5 steps of Morningstar’s Investment Process with this interactive infographic.

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Investor Centric Portfolios

Putting Your Needs Front & Centre – Where They Belong

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