Menu
Sign In

Hidden Menu Goes Here

Election 2020: What Really Matters to Investors?

Using data-driven research and independent thinking, we put Nov. 3 into context for the long-term investor.

Watch Our Insights
Election 2020: What Really Matters to Investors? Election 2020: What Really Matters to Investors?

Investment Insights

Navigate markets with investment insights from Morningstar Investment Management.

advisor-development

Long-Term Outlook, Convictions & Views

Philip Straehl

Jul 28 8m read
client-engagement

Staying the Course Deck to Empower Investor Success

Morningstar

Oct 15
FEATURED
Our top picks

Market Perspective: Never Waste a Good Crisis

Sep 30 3m read

Focus on Equities: Pockets of Euphoria During a Recession

Sep 30 3m read

Understanding Gold: An Expensive Insurance Policy?

Oct 22 7m read
View All Insights
icons-3-group.svg

Our Managed Portfolios

Professionally managed portfolios driven by our unique valuation approach with a range of risk exposures, time horizons, and investment objectives designed to meet your needs.

Multi-Asset Portfolios

A mix of asset classes in a single portfolio, ideal as a core investment.

Asset Allocation Portfolios
Asset Allocation Portfolios Get the right mix for your core

Diversified core solutions able to match your risk tolerance.

Explore Asset Allocation
Outcome-Based Portfolios
Outcome-Based Portfolios Start with your goal in mind

A targeted and consistent approach to help you reach your goals.

Explore Outcome-Based

Separately Managed Accounts (SMAs)

Individual equities managed on your behalf, allowing for full transparency and greater control.

Select Equity Portfolios
Select Equity Portfolios Select Equity Portfolios Focus on quality stocks

Our high-conviction stock ideas with competitive advantages.

Explore Select Equity
Select Equity Portfolios
Want to view all our portfolios?

Want to view all our portfolios?

Explore All Portfolios
Our Mission

Empowering Investor Success

We work with financial advisors to put your needs front and center — where they belong.

Learn About Us
Managed Portfolios
Insights
Company

©2020 Morningstar Investment Management LLC. All Rights Reserved. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.