Morningstar Investment Services, a registered investment advisor and subsidiary of financial information concern Morningstar Inc., has launched Morningstar Managed Portfolios Select Stock Baskets, a managed account service consisting of customized stock portfolios based on Morningstar indexes and independent equity research.The Morningstar Indexes form the basis of each stock basket's investment composition, and the stock basket is subsequently tailored to suit an investor's specific parameters, including sector and industry exposure, stock restrictions, existing holdings, and personal tax situation. MIS then selects stocks for the portfolio using Morningstar data and research on the stocks within the index.

Morningstar Managed Portfolios Select Stock Baskets are only available to registered investment advisory firms.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access