Morningstar Wealth teams with Apollo, Franklin Templeton, J.P. Morgan AM on public-private model portfolios

Jpmorgan Chase
Franklin Resources, Inc.
Morningstar, Inc.

Jpmorgan Chase

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Franklin Resources, Inc.

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Morningstar, Inc.

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  • Morningstar Wealth partnered with Apollo, Franklin Templeton, and J.P. Morgan Asset Management to develop public/private model portfolios for financial advisors.
  • Launch planned later this year, offering six risk-based models that combine public-market ETFs with interval funds for private credit and real estate exposure.
  • Private markets allocation targeted at roughly 12-20% of portfolios, varying by risk profile and market conditions.
  • Structure aims to broaden access to private markets with transparent pricing, no overlay fees, and advisor-focused implementation.
  • Morningstar Wealth reported $370 billion in assets under management across its model portfolio and SMA platform.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Morningstar Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202606170700BIZWIRE_USPR_____20260617_BW145487) on June 17, 2026, and is solely responsible for the information contained therein.

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