Morningstar Managed Portfolios
GPTKB entity
Statements (63)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:API
|
| gptkbp:bfsLayer |
3
|
| gptkbp:bfsParent |
gptkb:aircraft
|
| gptkbp:aims_to |
maximize returns
|
| gptkbp:based_on |
investment research
|
| gptkbp:focuses_on |
diversification
|
| https://www.w3.org/2000/01/rdf-schema#label |
Morningstar Managed Portfolios
|
| gptkbp:includes |
equity investments
fixed income investments |
| gptkbp:is_aligned_with |
client investment goals
sustainable investing principles |
| gptkbp:is_available_in |
multiple currencies
various asset classes |
| gptkbp:is_available_on |
financial platforms
|
| gptkbp:is_characterized_by |
active management
strategic asset allocation diversified holdings |
| gptkbp:is_compatible_with |
gptkb:municipality
|
| gptkbp:is_designed_for |
risk management
long-term growth |
| gptkbp:is_designed_to |
meet client needs
achieve financial goals provide transparency reduce volatility enhance client engagement optimize asset allocation facilitate wealth accumulation maximize client outcomes |
| gptkbp:is_evaluated_by |
performance metrics
client satisfaction risk-adjusted returns benchmark comparisons third-party ratings Morningstar analysts investment strategy effectiveness |
| gptkbp:is_influenced_by |
market trends
global markets economic conditions client feedback |
| gptkbp:is_part_of |
investment advisory services
investment management industry Morningstar's investment philosophy Morningstar's investment solutions Morningstar's product offerings |
| gptkbp:is_reviewed_by |
investment committees
|
| gptkbp:is_subject_to |
market risks
|
| gptkbp:is_supported_by |
technology platforms
research capabilities client service teams investment technology |
| gptkbp:is_used_by |
financial advisors
|
| gptkbp:managed_by |
gptkb:Morningstar,_Inc.
|
| gptkbp:marketed_as |
high-net-worth individuals
institutional investors a comprehensive solution |
| gptkbp:offers |
investment strategies
customized portfolios |
| gptkbp:provides |
portfolio management services
|
| gptkbp:provides_access_to |
alternative investments
|
| gptkbp:provides_information_on |
investment performance
|
| gptkbp:social_structure |
multi-asset portfolios
|
| gptkbp:targets |
individual investors
|
| gptkbp:utilizes |
Morningstar research
|