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Morningstar Managed Portfolios Now Available on the Novia Platform

Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, today announced that Morningstar Managed Portfolios™ are now available on the Novia platform. Eleven different platforms now carry Morningstar Managed Portfolios.  

Morningstar Managed Portfolios are a holistic discretionary funds management offering for advisers that incorporate risk tolerance profiling, portfolio construction—including asset allocation and investment selection—on-going monitoring and portfolio reporting. Via the Novia platform, advisers can access 16 different portfolios, each with a defined risk profile, encompassing Active, Passive, Income, and Real Return Managed strategies.  

“Advisers are under increasing pressure to demonstrate value to clients,” Simon Ewan, managing director for Morningstar Investment Management Europe Ltd, said. “Discretionary offerings allow advisers to spend more time providing holistic financial planning services to their clients and we are pleased to offer Morningstar Managed Portfolios on the Novia platform. Our portfolio managers focus on portfolios designed for growth, income, and real return thereby providing a choice of offerings for long-term investment plans. All are managed with a keen eye on risk.”  

The Morningstar Managed Portfolios are actively managed within a team of 19 investment professionals and supported by the global Morningstar Investment Management group. The selection of both actively managed and passive funds leverages the Morningstar analyst-rated universe, drawing on the in-depth expertise of Morningstar’s 100 plus manager research analysts located across Europe, Asia, Australia, and North America.  

Morningstar Managed Portfolios launched in the UK in May 2013. All portfolios are aligned to the output of the Morningstar Risk Tolerance Questionnaire.