06.17.26

Morningstar Wealth To Launch Public/Private Model Portfolios

by: David Bodamer

Morningstar Wealth has announced plans to launch a new suite of public/private model portfolios in partnership with Franklin Templeton, J.P. Morgan Asset Management and Apollo. The Morningstar Public/Private Select Series will combine traditional public-market investments with private-market exposure such as private credit and real estate, aiming to give advisors more integrated portfolio solutions. The models will be built using exchange-traded funds and interval funds and will include six risk-based strategies ranging from capital preservation to aggressive growth, with private assets making up roughly 12% to 20% of allocations depending on risk level. Morningstar says the approach leverages its asset allocation and research capabilities alongside external managers’ expertise to improve investor outcomes and simplify access to private markets.

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