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Morningstar to Provide Planning Tools and Investment Solutions to Alico Wealth Management’s IFA Website, Including the UK’s First Controlled Volatility Portfolios

Morningstar UK and Alico Wealth Management today announced an agreement to provide Independent Financial Advisers (“IFAs”) with planning tools, fund research, and managed portfolios through Morningstar® Portfolio Planner SM.

Introduced as part of Select Portfolio – Alico Wealth Management’s recently-launched retirement and investment product range – IFAs will have access to advised investment solutions designed and managed by Morningstar Associates Europe, Ltd, including new Controlled Volatility portfolios.

Available via Alico Wealth Management’s IFA website, Morningstar® Portfolio Planner SM is Morningstar UK’s web-based asset allocation and portfolio construction tool that allows IFAs to efficiently construct client portfolios and present recommendations. Portfolio Planner combines Morningstar UK’s investment research, investor-friendly design, and technology with Morningstar
Associates Europe’s asset allocation methodology and manager selection expertise.

Through Select Portfolio, IFAs and their clients will have access to five new multi-manager investment portfolios constructed and actively managed by Morningstar Associates Europe. Three of the portfolios will incorporate Morningstar Associates Europe‘s proprietary Controlled Volatility methodology — a process that adjusts the equity/fixed interest balance within a client’s portfolio
in response to changes in overall market volatility. The objective is to maintain a consistent portfolio risk profile that provides downside protection to the investor in volatile falling markets, as well as upside potential during less volatile rising markets.

“These managed portfolios will be the first application of our Controlled Volatility methodology in the UK. The volatility of investments inherently changes with the overall market, but these portfolios are designed to stabilise the risk profile regardless of the prevailing market conditions.

This brings a new investment proposition to IFAs and their clients in the United Kingdom,” said Charles Barnick, managing director of International Investment Consulting for Morningstar Associates Europe, Ltd.

Portfolio Planner’s five-step process allows IFAs to capture a client’s existing portfolio, establish risk tolerance, and select the managed portfolio best suited to their client’s needs. They can then compare a ‘before’ and ‘after’ picture, using the flagship Morningstar® X-Ray SM, a tool that shows, in picture format, the asset and geographical spread of a portfolio of investments to create clear
client documentation detailing the investment proposition.

“We’re pleased to be able to provide IFAs with an end-to-end financial planning tool, supported by Morningstar’s proprietary research and investment solutions to complement our in-house resources. Morningstar Portfolio Planner will allow IFAs to better manage their clients’ portfolios and help them reach their investing goals,” said Jake Moeller, Head of Investment Research at Alico Wealth Management.

In addition, Morningstar Associates Europe, Ltd will provide advisory services to Alico Wealth Management’s Investment Research Group, supporting the management of the new Alico Choice Fund range that includes approximately 100 active funds.