May 9, 2019

ESG Asset Allocation Portfolios Now Available in Morningstar Managed Portfolios

Five diversified portfolios incorporate active and passive strategies focusing on environmental, social, and governance (ESG) considerations

CHICAGO, May 9, 2019—Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced the launch of the Morningstar® ESG Asset Allocation Managed Portfolios.

Available to advisors in the U.S. through Morningstar® Managed PortfoliosSM, the Morningstar® ESG Asset Allocation Portfolios are a series of five diversified portfolios designed for investors who consider sustainable investing important to their financial goals. The portfolios are managed with Morningstar Investment Management’s distinctive long-term, valuation-driven approach using both active mutual funds and passive exchange-traded funds (ETFs) and are supported by Morningstar, Inc.’s ESG research, data, and insights. The result is a series of long-term core investments that help preserve capital while generating return potential using a holistic approach to portfolio construction.

“Advisors are increasingly looking to address the environmental, social, and governance concerns of a growing number of investors. These new ESG portfolios help investors meet their financial goals in a way that’s aligned with their values,” said Paul Arnold, portfolio manager of the Morningstar® ESG Asset Allocation Portfolios. “At the same time, Morningstar Managed Portfolios help advisors deliver more value to their clients by outsourcing investment management activities while meeting the high standards that advisors set for themselves, allowing them to focus more time on financial planning and personalized advice. We apply the same rigor and resources we use to manage our conventional portfolios while ensuring that the underlying holdings are consistent with well-established ESG criteria.”

Morningstar ESG Managed Portfolios are immediately available to advisers exclusively through Morningstar Investment Services LLC’s turnkey asset management platform (TAMP) and will expand to third-party platforms in the future.

The launch of the Morningstar ESG Managed Portfolios represents yet another step in Morningstar’s offerings to support sustainability concerns of investors. The portfolio management team leverages Morningstar, Inc. ESG data and research, including the Morningstar Sustainability RatingTM for funds, to create core portfolios that span the risk spectrum. Morningstar, Inc.’s sustainable investing data set contains more than 175 ESG metrics, including the Morningstar Sustainability Rating for 50,000 funds as well as data points to screen for controversial exposures.

Morningstar Managed Portfolios provide professional guidance and access to strategies that can help investors reach their financial goals. For more information, click here. For information about ESG offerings available to advisors in the U.K., click here.

Learn more about Morningstar’s commitment to socially responsible investing here. Follow the conversation on Twitter with the hashtag #MstarESG.

About Morningstar’s Investment Management group 
Morningstar’s Investment Management group is a leading provider of discretionary investment management and advisory services. Guided by seven investment principles, the group is committed to focusing on its mission to design portfolios that help investors reach their financial goals. The group’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques. As of March 31, 2019, Morningstar’s Investment Management group was responsible for more than $210 billion* in assets under advisement and management across North America, EMEA, and Asia-Pacific. 

Morningstar® Managed PortfoliosSM are offered by the entities within Morningstar’s Investment Management group, which in the United States are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of various advisory services offered on a discretionary or non-discretionary basis. 

*Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan, Inc., Morningstar Investment Management South Africa (PTY) LTD, and Morningstar Associates, Inc. all of which are subsidiaries of Morningstar, Inc. Advisory services listed are provided by one or more of these entities, which are authorized in the appropriate jurisdiction to provide such services.

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