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Morningstar OBSR Managed Portfolios Service Now Available on Transact Platform

Morningstar Investment Management Europe Ltd. (“Morningstar”), a provider of investment advisory and portfolio services, today announced that the Morningstar OBSR Managed Portfolios™ service is now available to financial advisers through the Transact Platform. The move follows the launch of the Morningstar OBSR Managed Portfolios service to advisers on the Skandia platform earlier this year.

The Morningstar OBSR Managed Portfolios service is a discretionary funds management offering designed to meet a targeted range of investment objectives. The service offers financial advisers a holistic approach to client portfolio management by incorporating risk tolerance profiling, portfolio construction, including asset allocation and fund selection, on-going monitoring, and portfolio reporting in one package.

Portfolios are available in five risk/reward profiles: cautious, moderately cautious, moderate, moderately adventurous, and adventurous. Each line-up includes a mix of active and passive investments or passive investments only.

“Discretionary services provide advisers with a straightforward way to manage a proportion of their clients’ assets,” Daniel Needham, global chief investment officer for Morningstar Investment Management, said. “In addition to providing clients with portfolios appropriate for their risk appetite, advisers using the Morningstar OBSR Managed Portfolios service know that each stage of the offering—from risk assessment, to asset allocation, to fund research, to portfolio selection and reporting—is provided and managed by us. We believe that this consistent, fully integrated solution will benefit advisers and in turn the end investor.”

“The managed portfolios service for the UK market is a natural extension of Morningstar’s expertise.” Glen Sweet, head of sales for Transact, said. “This development allows our two companies to enhance each other’s capabilities to offer cost-effective investment solutions, to an ever wider range of investors.”