Morningstar Magazine - October/November 2017 - 57

Portfolios for Advisors,
Managed by Morningstar
Asset Allocation Portfolios
Mutual Fund Series
Active/Passive Series
ETF Series

Select Equity Portfolios
All-Cap Equity
Tortoise
Hare
Dividend
Small/Mid-Cap Equity
International Equity ADR

Outcome Based
Real Return Series
Target Date Series
Absolute Return
Global Opportunities

Managed Portfolios

Income Oriented
Retirement Income Series
Multi-Asset Income
Tax Advantaged Income

Investing for You
A Unique Approach to Investing
Through Morningstar® Managed Portfolios , investors have access to a global investment group guided by a
unique set of investment principles focused on delivering long-term results to help investors reach their
ﬁnancial goals.
SM

Morningstar's heritage, independence and mission have helped create a unique approach to investing. This
behavioral advantage-which allows us to act diﬀerently when it matters most and make rational long-term
decisions in a less than rational world-is articulated in the Morningstar Investment Management
investment principles:

We put investors ﬁrst | We're independent-minded
We invest for the long-term | We take a fundamental approach | We strive to minimize costs
We build portfolios holistically | We're valuation-driven investors

Available through advisors, our portfolios are designed, built, and monitored by our team of investment
professionals. We'll allocate the assets, so you can
allocate more time to your clients.
What We Oﬀer
With 40+ managed portfolios
We're here to help you make
Mutual Fund
Stock we've
Exchange-Traded
to chooseSelect
from,
your clients' investment
Portfolios
Basket Portfolios
Fund Portfolios
got choices for all investors.
plans happen. Nobody knows
The Morningstar Investment Management group has created a series
Mutual Fund
Portfolios
You understand each client's investment
goals
what's important to your clients like
of mutual fund portfolios built for the long-term and managed with a
Asset Allocation
eye on risk. The investment team creates these portfolios using a
and
appetite
for
risk.
Our
portfolios
can
fit
you do. With professionally managed portfolios, keen
research-driven process supported by independent fund analysis from
Retirement Income
Morningstar, Inc. and regular meetings with fund managers. Each
within the plans you create to help meet
your
you can combine your knowledge with our
Active/Passive
Blend
actively managed portfolio is developed using quantitative and
Absolute Return
qualitative
analysis
and
carefully
monitored
to
keep
it
on
track
with
clients' needs over time. We provide access
investment experience to craft long-term
its established goals.
to a range of strategies built with mutual funds,
strategies and help create better outcomes
exchange-tradedInvestor
funds, Education
and stocks.
for your clients.
Read our Market
Volatility Guide

If you're an advisor interested in using our portfolios, go to
https://advisor.mp.morningstar.com/, or call +1 877 626-3227.

Read Morningstar's
Markets Observer

We put investors first, just like
you. Investors look to Morningstar,
Inc.'s research for an independent
view. Our investment professionals apply
this research to invest with conviction, always
with a long-term view and a keen eye on
risk. We tap into this experience to select
appropriate funds and stocks to include in our
client-ready portfolios.

Fundamentals for
Investors

Morningstar® Managed Portfolios oﬀered by Morningstar Investment Services LLC are intended for citizens or legal residents of the United States or its territories and can
only be oﬀered by a registered investment adviser or investment adviser representative. Please see the Important Disclosures link for additional information.
SM

Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Clients should
seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. Morningstar®
Managed PortfoliosSM are offered by the entities within Morningstar's Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate
jurisdiction to provide consulting or advisory services. "Morningstar" may refer to either Morningstar Investment Management LLC or Morningstar Investment Services LLC, while Morningstar,
Inc. is referred to as "Morningstar, Inc.". ©2017 Morningstar. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc.
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Table of Contents for the Digital Edition of Morningstar Magazine - October/November 2017