Morningstar UK Managed Portfolios Landscape Update

Presented by

Anastasia Georgiou, Tom Mills and Brigid Lenahan

About this talk

In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2023’ research paper, which looks at current themes in on-platform MPS, viewed through the lens of Morningstar’s UK Managed Portfolios database. Here’s what our speakers will cover: Discussion of key insights into managed portfolios through the lens of their allocations, use of underlying investments, and their performance and costs. A demonstration of the content and functionality of Morningstar’s UK Managed Portfolios database.

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