Morningstar Wealth Division Teams With Apollo, Franklin Templeton And J.P. Morgan Asset Management To Develop Public And Private Model Portfolios

Morningstar, Inc.

Morningstar, Inc.

MORN

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Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction

Morningstar (NASDAQ:MORN) today announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

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