Morningstar Wealth teams with Apollo., Franklin Resources, Inc. and J.P. Morgan Asset Management to develop public/private model portfolios.
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Morningstar Wealth teams with Apollo., Franklin Resources, Inc. and J.P. Morgan Asset Management to develop public/private model portfolios. Published on 06/17/2026 at 02:51 pm EDT S&P Capital IQ Morningstar, Inc. announced that its Morningstar Wealth division is working with Apollo Global Management, Inc., Franklin Resources, Inc. and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets. Morningstar Public/Private Select Series will bring together: Morningstar Wealth?s asset allocation, manager research, and due diligence rigor; public market strategies from Franklin Resources, Inc. and J.P. Morgan Asset Management; private market strategies from Apollo Global Management, Inc. and Franklin Resources, Inc., spanning private credit and real estate. Unlike many public/private offerings built around a single firm?s strategies, Morningstar Wealth draws on its experience in asset allocation, investment selection, and portfolio construction, with a research-led focus on investor outcomes. The portfolios will be constructed with ETFs and interval funds to make private markets usable in individual investor portfolios, offering: six risk-based portfolios, ranging from capital preservation to aggressive growth; public and private exposures integrated into a single...
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