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)
managing long distance relationships when on deployment
[…]just beneath, are many completely not associated web pages to ours, nonetheless, they’re certainly worth going over[…]
Indian hair
[…]Here are a number of the sites we suggest for our visitors[…]
disaster preparedness outside the home
[…]usually posts some very fascinating stuff like this. If youre new to this site[…]
shopping for the whole family
[…]one of our guests a short while ago encouraged the following website[…]
malaysian hair
[…]below youll locate the link to some web sites that we assume you’ll want to visit[…]
natural health special offers
[…]that is the end of this article. Here youll locate some web sites that we believe youll enjoy, just click the hyperlinks over[…]
peruvian hair
[…]Sites of interest we’ve a link to[…]
sex enhancement ebooks
[…]below youll uncover the link to some internet sites that we consider you’ll want to visit[…]
remy peruvian malaysian indian Brazilian Hair
[…]please go to the web sites we comply with, like this one, as it represents our picks in the web[…]
Bullet Vibrator Review
[…]check beneath, are some completely unrelated web-sites to ours, nevertheless, they’re most trustworthy sources that we use[…]
dīvānu tīrīšanas pakalpojumi
[…]here are some links to web pages that we link to due to the fact we assume they’re worth visiting[…]
Coral Dress
[…]here are some hyperlinks to sites that we link to since we assume they are really worth visiting[…]
Face cream with snow algae.
[…]usually posts some pretty interesting stuff like this. If you are new to this site[…]
first dildo
[…]Every as soon as inside a although we pick blogs that we study. Listed below would be the most recent websites that we select […]
100% pure kona coffee beans
[…]Sites of interest we’ve a link to[…]