Morningstar Wealth Launches 6 Public-Private Portfolios With Apollo, Franklin Templeton and J.P. Morgan
Updated
Updated · Wealth Management · Jun 17
Morningstar Wealth Launches 6 Public-Private Portfolios With Apollo, Franklin Templeton and J.P. Morgan
3 articles · Updated · Wealth Management · Jun 17
Summary
Six risk-based portfolios will debut in Morningstar Wealth’s new Public/Private Select Series, giving advisors model allocations that blend public markets with private assets.
The lineup combines Morningstar’s asset allocation and due diligence with public strategies from Franklin Templeton and J.P. Morgan Asset Management and private credit and real estate from Apollo and Franklin Templeton.
Private-market exposure is set at roughly 12% to 20% of each model, delivered through ETFs and interval funds to ease sourcing, sizing and liquidity management for advisors.
Morningstar Wealth, part of Morningstar Investment Management, said the series will be distributed through wealth and technology platforms; pricing, final structure and implementation details are due in coming months.
The unit manages $370 billion and framed the launch as a way to widen investor access to private markets amid persistent inflation and structural uncertainty.