You can now use Analyser to research and compare Morningstar’s managed portfolios when reviewing investments on behalf of clients.

Morningstar was founded in 1984 in Chicago as a way of getting investment research to more people. The company now operates in 32 countries and employs over 12,000 staff.

It launched its managed portfolios in March 2013, and as at 31 March 2024 had £2.1bn in MPS assets under management.

The managed portfolio ranges sit within Morningstar Wealth, which also includes Morningstar Wealth Platform and adviser software firms Wealthcraft and FinaMetrica.

There are six MPS ranges available:

·       Active

·       Passive

·       Income

·       Blended

·       Governed

·       ESG

These are available across 17 platforms.

Advisers have access to a range of tools and content to support client engagement and keep up to date with markets.

Resources cover topics such as addressing clients’ behavioural biases and the value of advice, as well as on demand webinars, investment insights and client-friendly communications.

Morningstar Wealth head of UK wealth distribution Ben Lester says: “Morningstar Wealth’s investment managers have access to insights from a 400+ strong global research and investment team.

“This depth of research enables us to build robust portfolios focused on achieving your clients’ goals.

“We’re able to share these insights with you as advice professionals to help clients confidently face the ups and downs of investment markets; in doing so preventing them making decisions which could have long lasting consequences on their ability to reach their goals.”

There are now over 50 MPS providers available to research in Analyser. You can find out more about each of these, including Morningstar, on Analyser’s MPS directory.

If you’re in the process of reviewing your platforms, you can also find out more about Morningstar Wealth Platform here.