The new offering, Morningstar Model Portfolios, is a complete portfolio construction service that combines asset allocation and fund manager selection designed to offer advisers in India a holistic investment solution to help clients meet their investment objectives. The model portfolios are designed to meet a wide range of investment objectives and offer a holistic approach by incorporating risk tolerance profiling, portfolio construction, including asset allocation and fund selection, monitoring, and performance reporting in one solution.
Morningstar Model Portfolios are managed by Morningstar’s Investment Management group in India, led by Dhaval Kapadia, Director, Portfolio Specialist. The model portfolios represent the asset allocation and manager selection expertise of Morningstar’s Investment Management and Manager Research Groups.
"Our model portfolios are designed to provide advisers with a strategic diversified portfolio that uses actively managed funds to add value,” Kapadia said. “These portfolios hold a diverse set of uncorrelated assets such as domestic and international equity funds, debt and money market funds, and gold funds. They are a natural extension of the offerings that our investment management group has provided globally for a number of years and will support both independent and institutional advisers, helping deliver an enhanced proposition to investors. We are pleased to bring this new investment solution to the Indian market.”
Morningstar Model Portfolios consist of five risk-profile aligned multi-asset portfolios:
- Morningstar Cash Plus Portfolio
- Morningstar Cautious Portfolio
- Morningstar Balanced Portfolio
- Morningstar Growth Portfolio
- Morningstar Adventurous Portfolio
Morningstar Investment Adviser India Pvt. Ltd. is part of Morningstar’s Investment Management group, which provides research-driven investment services to clients including asset managers, wealth managers, family offices, and advisers through 12 investment advisory subsidiaries and more than 100 investment professionals around the world.