Morningstar’s Model Portfolio Three-Part Learning Path

Investors are demanding more value from advice, with many asking for a personalized experience. From tax strategies to ESG considerations, advisors need to tailor their advice, scale their practice and drive organic growth to stay competitive—but they have limited time. 

In response, many of them have sought to integrate into their practices model portfolios: collections of mutual funds and ETFs, and in some cases, direct security portfolios. Home offices are also encouraging advisors to use models so they can free up bandwidth and focus on what they do best--connecting with clients. 

By taking Morningstar’s Model Portfolios learning path, you can learn how to best use this trend to power your success. Click "View Recording" to participate in this this three-part learning path*. 
Session 1: Introduction to Model Portfolios
Learning Objectives:
  • What a model portfolio is.
  • The pros and cons of using model portfolios.
  • Why advisors turn to model portfolios.
  • Who offers model portfolios.
Presented by
  • Jason Kephart, CFA, Associate Director of Multi-Asset & Alternatives Manager Research
  • Adam Millson, Analyst of Multi-Asset & Alternatives Manager Research
Session 2: Incorporating Third Party Models into your Investment Strategy
Learning Objectives:
  • How third party models aid in an investment workflow.
  • Types of model portfolio to have.
  • How to research model portfolios and deliver a personalized client experience.
  • How to use the Analyst Ratings for Model Portfolios.
Presented by
  • Michael Herbst, Director of Models,
  • Jason Kephart, CFA, Associate Director of Multi-Asset & Alternatives Manager Research
  • Glenn Laatsch, Director of Product Management, Morningstar Direct
Session 3: Making and Marketing of Model Portfolios
Learning Objectives:
  • Questions to ask when selecting investments.
  • Types of data to consider when evaluating model portfolios.
  • How often to check your model portfolios.
  • How to market and report model portfolios to clients.
Presented by
  • Laura Lutton, Head of Client Solutions-Asset Management, Matthew Radgowski, Head of Client Solutions- Advisors
  • Katie Beard, Senior Customer Success Manager
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