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!

Source:

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. buy 100% pure kona coffee beans online commented on Feb 16

    buy 100% pure kona coffee beans online

    […]we prefer to honor quite a few other internet web pages on the web, even if they aren’t linked to us, by linking to them. Beneath are some webpages worth checking out[…]

  2. خرید vpn commented on Feb 16

    vpn ایفون

    Fantastic story, reckoned we could combine many unrelated knowledge, even so truly genuinely really worth using a search, whoa did a single distinct master about Mid East has acquired a whole lot a lot more problerms also

  3. silicone wireless pinpoint probe commented on Feb 16

    silicone wireless pinpoint probe

    […]just beneath, are several entirely not related web-sites to ours, nevertheless, they’re surely really worth going over[…]

  4. سیستم cctv commented on Feb 17

    سیستم حفاظتی

    below you will come throughout the website link to some internet-internet sites that we take into account it is greatest to go to

  5. خرید اپل آیدی commented on Feb 19

    خرید دوربین مدار بسته

    With respect to ergonomics and the advanced technilogy Heuer replica watches have been the wonderful samples of athletics watches.

  6. تعمیر صندلی در محل commented on Feb 19

    صندلی

    A single was created only for showing seconds and small while a distinct 1 employing minute graduations is produced for implying hours.

  7. کولر صنعتی commented on Feb 20

    خرید کولر صنعتی

    generally posts some exceptionally intriguing things like this. If youre new to this website

  8. خرید دوربین مدار بسته commented on Feb 20

    خرید دوربین مدار بسته

    I know this if off topic but I’m searching into commencing my personal weblog and was curious what all is needed to get set up? I’m assuming possessing a site like yours would price a pretty penny? I’m not quite internet savvy so I’m not 100% particula…

  9. خرید vpn commented on Feb 20

    vpn ایفون

    Hey there, I feel your website may well be getting browser compatibility concerns. When I look at your site in Safari, it seems to be wonderful but when opening in Web Explorer, it has some overlapping. I just wished to give you a rapid heads up! Other…

  10. drivers hp commented on Feb 20

    drivers hp

    […]we like to honor a lot of other world-wide-web web sites on the internet, even when they aren’t linked to us, by linking to them. Beneath are some webpages worth checking out[…]

  11. testing bondage commented on Feb 21

    testing bondage

    […]that is the finish of this write-up. Right here you will come across some websites that we think you’ll enjoy, just click the hyperlinks over[…]

Read this next.