Model portfolios help advisors better analyze the degree to which investments are performing while ensuring a standardized and equitable experience for all clients.

If any of the above descriptors fits you, your portfolio needs a succession plan--a road map for your partner. Here are the key steps to take.

Morningstar's Model Retirement Saver Portfolios For investors who are accumulating assets for retirement, we create strategic ETF and mutual fund portfolios.

Learn about three scenarios where GPs can leverage portfolio modeling, from duration-based, incremental change valuation impact and binary outcome/event driven valuation impact.