Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

Strike a pose. Yes, we’re talking about models: not the kind wearing Rick Owens and Coco Chanel, but the ones running advisor portfolios. Morningstar Wealth is partnering with major asset managers to launch six model portfolios later this year that combine traditional ETFs and interval funds. Apollo and Franklin Templeton will handle private investments, and Franklin and JPMorgan will manage the public ones. The portfolios will be Morningstar’s …

Morningstar teams up with Wall Street firms to open private markets to retail investors

June 17 (Reuters) – The wealth division of Morningstar has teamed up with Apollo Global Management, Franklin Templeton and ​J.P. Morgan Asset Management to launch ‌a suite of portfolios that will give retail investors exposure to both private and public markets. Here are some details: • Initial models will include ‌exposure ​to private credit and ⁠real estate through ⁠interval funds, with those funds representing roughly 12% to 20% of the models…

Morningstar Wealth, Managers Develop Public/Private Models

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction Morningstar announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single…

Morningstar Launches Public-Private Model Portfolios

Morningstar Wealth teams up with Apollo, Franklin Templeton and J.P. Morgan to offer advisors new public-private portfolios