Morningstar has 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 advisers a single, research-driven way to access private markets.
Morningstar Public/Private Select Series will bring together:
Morningstar Wealth’s asset allocation, manager research, and due diligence rigor
Public market strategies from Franklin Templeton and J.P. Morgan Asset Management
Private market strategies from Apollo and Franklin Templeton, spanning private credit and real estate
Unlike many public/private offerings built around a single firm’s strategies, Morningstar Wealth draws on its experience in asset allocation, investment selection, and portfolio construction, with a research-led focus on investor outcomes. Morningstar Wealth is a group within Morningstar Investment Management, a registered investment
