New report on alternative investments by high-net-worth investors

Excited to share that Morningstar 𝗵𝗮𝘀 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝗱 𝗶𝘁𝘀 𝗳𝗶𝗿𝘀𝘁 𝗲𝘃𝗲𝗿 𝗠𝗲𝗱𝗮𝗹𝗶𝘀𝘁 𝗥𝗮𝘁𝗶𝗻𝗴𝘀 𝗳𝗼𝗿 𝗦𝗲𝗺𝗶𝗹𝗶𝗾𝘂𝗶𝗱 𝗙𝘂𝗻𝗱𝘀, offering independent analysis and increased transparency for this growing investment space. These ratings provide a much-needed framework for investors and advisors to better evaluate these complex products. Learn more about this important development here: http://spr.ly/6046AxRIm

Excited to share that Morningstar 𝗵𝗮𝘀 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝗱 𝗶𝘁𝘀 𝗳𝗶𝗿𝘀𝘁 𝗲𝘃𝗲𝗿 𝗠𝗲𝗱𝗮𝗹𝗶𝘀𝘁 𝗥𝗮𝘁𝗶𝗻𝗴𝘀 𝗳𝗼𝗿 𝗦𝗲𝗺𝗶𝗹𝗶𝗾𝘂𝗶𝗱 𝗙𝘂𝗻𝗱𝘀, offering independent analysis and increased transparency for this growing investment space. These ratings provide a much-needed framework for investors and advisors to better evaluate these complex products. Learn more about this important development here: http://spr.ly/6040ApBa8

𝗧𝗵𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗜 𝗮𝘀𝗸 𝘄𝗵𝗲𝗻 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗮𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝗺𝗼𝘃𝗲𝘀? "𝗗𝗼 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗰𝗮𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗶𝘀?" We spend a lot of time trying to interpret markets. But the best advisers know it’s not about having all the answers - it’s about having the right narrative for clients. Next week, I’ll be walking through: • The macro themes with real portfolio impact • How we’ve adapted our positioning • Why UK assets have surprised (in a good way) It’s all part of our Macro Investment Update designed to help advisers talk to clients with clarity, not chaos. 🗓️ October 15 | 14:00 🎓 CPD included 🔗 Link below *For financial professionals only

Morningstar analysts cover more than 350 parent firms offering a variety of investment vehicles across the globe. Our latest report explores the relationship of Morningstar's Parent ratings and key metrics to the investor's experience. Download it here: http://spr.ly/6044AkkTo

Morningstar analysts cover more than 350 parent firms offering a variety of investment vehicles across the globe. Our latest report explores the relationship of Morningstar's Parent ratings and key metrics to the investor's experience. Download it here: http://spr.ly/6044AkkTo

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes. https://lnkd.in/gRuzeHAF

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes. https://lnkd.in/gtPeyZCH

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes. https://lnkd.in/g697YniF

New Article: Are your Private Market Investment Fees correct? - https://okt.to/OYeId8 The high cost of illiquid investments has long represented a key area of focus for investors. Yet, despite some positive developments in transparency and benchmarking, one crucial aspect of cost management is still commonly overlooked: validation. In our latest article, Duncan Higgs, CFA and Kieren Bussey delve into the findings of our summer 2025 snap poll, which revealed that investors appear to be more focused on cost transparency and benchmarking than validation, which may result in long-term cost implications. #assetmanagementfees #privatemarkets #onyourside

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes. https://lnkd.in/gmZMJD4M