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

Login for the full-length version video, available on the TOOLS page.

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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