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Objective Selection of Top 3rd Party Managers
Aligned with Investor Profiles
Morningstar Conservative Portfolio
Morningstar Moderate Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Balanced Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Growth Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Conservative Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Moderate Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Balanced Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
Morningstar Growth Portfolio
*Portfolio’s allocation can vary +/- 15% based on asset allocation
A choice for every investor.
Four portfolios, designed to accommodate varying risk propensities and time horizons.
Rollover a stack for a synopsis of design objectives, target investor profile and general risk level.
Click a stack to visit the profile page: featuring top ten holdings, composition and allocation, updated monthly.
In-Depth Valuation Analysis
We analyze capital markets with a valuation lens to find ways we can get more than we’ll pay for, and gauge market sentiment to help ensure we’re taking a contrarian look at markets.
Develop Asset Class Views
Our asset allocation best thinking stems from valuation-based opportunities in stock and bond markets, as we seek to maximize return for a given level of risk.
Investment
Selection
Our manager research team meets personally with managers to evaluate their investment styles using a five-pillar system to identify the most appropriate strategies to include in our portfolios.
Portfolio
Construction
When building portfolios, we look at the whole picture. Considering risk and return characteristics of investments may adjust our asset class thinking as we bring pieces together into a portfolio.
Ongoing Monitoring/Adjusting
As markets change, so do our portfolios. Our investment team monitors them each day to stay well-positioned and risk-aware through the market’s ups and downs.
Michael Keaveney leads Morningstar’s Canadian institutional investment consulting and investment management practice. He oversees the delivery of investment solutions to domestic clients, with particular emphasis on asset allocation, investment strategy and product development. Prior to joining Morningstar in 2014, Michael had more than 18 years of investment industry experience. Michael holds a bachelor’s degree in Economics from the University of Waterloo, and master’s degree in finance from the University of London. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.
Robert has more than 15 years of investment industry experience. He has worked extensively in Product Development, Product Management and in Portfolio Management with Morningstar. He has consulted with institutional clients to develop equity strategies, and acted as a subject matter expert for the broader CPMS team within CPMS. Robert holds a bachelor’s degree in economics from McMaster University and a MBA from the University of Toronto. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.
These tools (and many more) are available in the Morningstar Resource Centre – including Fund Commentaries, Point of Sale Fund Fact Sheets and over a dozen videos...