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How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
Eyebrow Translation 3
7 mins

2026 US Model Portfolio Landscape: Growth, Innovation, and the Future of Portfolio Construction

How scale, cost efficiency, and new asset classes are reshaping the model portfolio ecosystem.
Why more diversification isn't always better.
Webinar
7 mins

Diversification Strategy Insights: What’s Driving Diversification Gains in 2026 Markets?

Why more diversification isn't always better.
A mix of US large-cap stocks and high-quality bonds remains the core of sound portfolio management.
Blog
5 mins

Diversification Had Its Best Year Since 2009. Here's What Drove It.

A mix of US large-cap stocks and high-quality bonds remains the core of sound portfolio management.
How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Research
80 mins

Diversification Landscape: Building Diversified Portfolios

How asset-class correlations stack up amid higher interest rates, inflation, and the economic uncertainties of 2026.
Highly concentrated funds show more variation in returns, deeper drawdowns, and higher volatility than less concentrated ones.
Blog
4 mins

Concentrated Equity Funds: When Bold Portfolios Are Worth the Risk

Highly concentrated funds show more variation in returns, deeper drawdowns, and higher volatility than less concentrated ones.
The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.
Blog
7 mins

How to Benchmark Portfolios With Both Public and Private Equities

The challenge of valuing private companies isn’t stopping investment. To improve transparency, Morningstar and PitchBook created the Modern Market 100 Index.
Research
50 mins

The Overlooked Edge: The Case for Asset Location in Managed Portfolios

Discover promising equity fund strategies with our Morningstar EMEA & Asia Prospects fund list. Download now to explore new under-the-radar fund opportunities.
Research

Morningstar EMEA & Asia Prospects List: Promising Equity Investment Strategies

Discover promising equity fund strategies with our Morningstar EMEA & Asia Prospects fund list. Download now to explore new under-the-radar fund opportunities.
Morningstar’s latest US Mind the Gap report analyzes the investor return gap, the factors that impact a potential investor return, and implications for investors.
Research

Mind the Gap 2025: A Report on Investor Returns in the US

Morningstar’s latest US Mind the Gap report analyzes the investor return gap, the factors that impact a potential investor return, and implications for investors.
Blog
3 mins

What-If Financial Scenario Analysis With Examples

Not all methods for what-if financial scenario analysis are the same. We share three examples and how investors can manage financial risk and evaluate returns.
Blog
3 mins

How to Deliver Better Results With Portfolio Risk Analytics

Stress-testing portfolios can prepare you for unforeseen circumstances and put your clients at ease. Here’s how to analyze portfolios with Direct Lens.
Blog
4 mins

Stress-Test Portfolios Under Realistic Market Scenarios

Stress-testing portfolios can prepare you for unforeseen circumstances and put your clients at ease. Here’s how to analyze portfolios with Direct Lens.