The Death (and rebirth?) of the Morningstar Style Box

We don’t use Morningstar style boxes when building client portfolios. We spend a lot more time on true financial planning, quantitative risk and emotional assessment and other diagnostic or intangible measures in order to help the households we work for to achieve long-term financial success.

The industry is moving in this direction and Morningstar knows it. Scott Burns, Morningstar’s head of asset management client solutions (or AMCS if you’re into the whole brevity thing) said the following at an investment management conference this week:

After years of promoting the style box as a tool to help investors build more diversified portfolios, Mr. Burns said Morningstar firm is now emphasizing a “total wealth approach” that could result in dramatically altered investment recommendations for clients.

“The times are changing — we feel it, I know you feel it,” said Mr. Burns, who spoke at the annual conference of the Investment Management Consultants Association Inc. in Las Vegas on Monday.

So how should Morningstar change things up to get more holistic? I can think of a few ideas. Maybe they’ll call me. I’m certain they could convene a panel of my fellow investment bloggers and come away with dozens of great ideas. We are the people in the trenches, after all – working with clients every day to implement the right portfolios using the most appropriate strategies and products to get there.

Call me, guys!


Morningstar is ready to move beyond the style box (Morningstar)





Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.

What's been said:

Discussions found on the web
  1. outdoors commented on Aug 14


    […]always a major fan of linking to bloggers that I appreciate but do not get a whole lot of link adore from[…]

  2. Borrelen commented on Aug 14


    […]that is the end of this write-up. Here you will discover some web sites that we think you’ll enjoy, just click the hyperlinks over[…]

  3. رطوبت ساز commented on Aug 15

    مه پاش

    we choose to honor plenty of other internet internet-sites on the world wide web, even when they arent connected to us, by linking to them. Under are some webpages really worth checking out

  4. free download for windows 10 commented on Aug 15

    free download for windows 10

    […]the time to read or go to the subject material or web sites we’ve linked to beneath the[…]

  5. massage web site design commented on Aug 16

    massage web site design

    […]The info talked about in the report are some of the ideal readily available […]

  6. wand vibrator commented on Aug 16

    wand vibrator

    […]The info mentioned within the report are some of the top offered […]

  7. هپاش commented on Aug 17

    مه پاش

    Superb tale, reckoned we could mix many unrelated knowledge, even so actually really well worth using a lookup, whoa did 1 particular grasp about Mid East has got a whole lot far more problerms also

  8. plastic surgery business commented on Aug 17

    plastic surgery business

    […]that may be the finish of this write-up. Right here you will locate some internet sites that we think you will appreciate, just click the links over[…]

Read this next.