Model Portfolio Rating Methodology Update

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Presented by

Jason Kephart, Leo Acheson, Adam Millson

About this talk

Interest in model portfolios has spiked as financial professionals increasingly turn to third-party model portfolios for outsourced investment management. How much should advisors rely on the popular models in 2021? How should asset managers utilize our ratings to enhance their model portfolio construction? Financial professionals must vigilantly navigate the Model Portfolio landscape, both its opportunities and challenges. In this webinar, join members of Morningstar’s manager research team for a panel discussion on: - Overview of the model portfolio landscape - Key trends and growth opportunities in 2021 for model portfolios - Updates to our methodology rating and evaluation process
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