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)
glass toy for squirting
[…]Sites of interest we’ve a link to[…]
vpn ایفون
Check out under, are some entirely unrelated internet-websites to ours, nonetheless, they are most reliable resources that we use.
womanizer
[…]we prefer to honor many other online websites around the internet, even if they arent linked to us, by linking to them. Underneath are some webpages really worth checking out[…]
pegging
[…]one of our visitors just lately proposed the following website[…]
beauty face
[…]very handful of websites that take place to become detailed below, from our point of view are undoubtedly very well really worth checking out[…]
خرید کولر صنعتی
Hey! I know this is considerably off subject but I was wondering which blog platform are you making use of for this website? I’m receiving ill and exhausted of WordPress simply because I have had troubles with hackers and I’m looking at choices for one…
best water based lubricant
[…]we came across a cool web site that you may well appreciate. Take a appear for those who want[…]
dildo that cum
[…]The info talked about within the report are some of the very best obtainable […]
CCTV installation Birmingham
[…]below youll discover the link to some web-sites that we believe you ought to visit[…]
what lubricant to use on silicone vibrators
[…]that will be the end of this write-up. Right here youll find some websites that we consider you will enjoy, just click the hyperlinks over[…]
adam and eve sex toy ratings
[…]very handful of sites that occur to be in depth beneath, from our point of view are undoubtedly effectively worth checking out[…]
hp drivers
[…]Wonderful story, reckoned we could combine several unrelated information, nonetheless genuinely worth taking a search, whoa did one particular find out about Mid East has got much more problerms also […]
hydroquinone
[…]here are some links to websites that we link to because we think they’re really worth visiting[…]
Tamilnadu Government Jobs
[…]we came across a cool internet site that you might appreciate. Take a appear in case you want[…]
affiliate marketing
[…]Here is a good Weblog You might Find Exciting that we Encourage You[…]