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Setting the Standard for Multi-Asset-Class Investments
Morningstar ® Asset Allocation Indexes
The Asset-Allocation Challenge
Research validates that asset-allocation
decisions are the primary determinant
of portfolio performance. However, designing
a long-term portfolio that actually
has the potential to outperform the sum of
its parts—while minimizing overall risks—
is not an easy task.
Leveraging Proven Expertise
At Morningstar, we place much emphasis
on asset-allocation decisions. For more
than three decades, Ibbotson Associates,
part of Morningstar Investment Management,
has been developing asset-allocation
strategies to solve vexing portfolio problems.
Harnessing the same high-caliber research,
we’ve developed indexes that offer
portfolio solutions for various applications.
A Breadth of Solutions
By combining a unique blend of science
and art that bridges the gap between
modern portfolio theory and the practical
issues of designing and implementing
effective investment strategies, we offer
an array of multi-asset-class indexing
solutions. Our asset-allocation suite of
indexes covers target-date, target-risk,
multi-asset-class income, and realasset
strategies. These indexes can help
you meet complex benchmarking
needs and can serve as the basis of
passively managed funds.
For more information, call 11 312 384-3735
To learn more about the new Morningstar ®
US Real Asset Index, SM please visit:
global.morningstar.com/USRealAssetIndex