morningstar investment services

A wholly-owned subsidiary of well-known research provider Morningstar, Inc., Morningstar Investment Services (MIS) combines quantitative analysis with rigorous qualitative due diligence to uncover worthwhile investment options. MIS follows that with intelligent portfolio construction and ongoing monitoring to help make the most of opportunities the market presents.

Absolute Return Model Portfolio

A low-volatility investment solution that seeks capital appreciation and helps protect against loss

The Absolute Return Model Portfolio:

  • Seeks to provide modest, equity-like returns, minimizing volatility and providing downside protection in poor markets
  • Invest in alternative asset classes to help enhance its risk/return profile
  • Seeks to take advantage of relative market opportunities and add value on a consistent basis

MIS manages the model portfolio's risk-adjusted performance by:

  • Favoring funds in which the fund managers stress capital preservation and set absolute performance as the primary goal.
  • Maintaining a broad diversification across asset classes

The portfolio may invest in global equities, global fixed income, real estate, natural resources, and cash, as well as open-end mutual funds that employ hedged and/or alternative investment strategies.

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Morningstar Investment Services
Contact Your Regional Sales Director: 877-626-3224

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