Morningstar - Q2 2024 - 3

68
68
100
Edit
Build Report
Current Portfolio
68
Portfolio Risk vs Target
Aggressive
Current Portfolio
100+
Deviation From Target %
Current
%
U.S. Stocks
Non-U.S. Stocks
Bonds
Cash
Other
Target
%
U.S. Stocks
Deviation From Target %
U.S. Stocks
Non-U.S. Stocks
Bonds
Cash
Other
Non-U.S. Stocks
Bonds
Cash
Other
Current
%
Target
%
U.S. Stocks
Non-U.S. Stocks
Bonds
Cash
Other
Give your clients a holistic personalized investment plan.
ment plan.
kstation
nvestment Planning
oday.
gstar.com/try/ipx
We empower financial advisors with the tools they need to truly
personalize their client portfolios - all in one place. Create tailored
portfolios based on clients' values, goals and risk comfort with the
Investment Planning experience.
Give your clients a holistic personalized investme
With a holistic investment planning strategy, advisors can hold
productive conversations with clients, take the bias out of planning
to help identify goals, maintain regulatory compliance and profile
risk with our most academically validated risk tool.
We empower financial advisors with the tools they need to truly
personalize their client portfolios - all in one place. Create tailored
portfolios based on clients' values, goals and risk comfort with the
Investment Planning experience.
Advisor Workstation
Explore the Investment Planning
Experience today.
www.morningstar.com/try/ipx
Advisor Workstat
Explore the Invest
Experience today.
www.morningstar.
With a holistic investment planning strategy, advisors can hold
productive conversations with clients, take the bias out of planning
to help identify goals, maintain regulatory compliance and profile
risk with our most academically validated risk tool.
Deviation From Target %
Proposed
%
Target
%
Risk Score
Risk Level
Risk Comfort Range
0100
Portfolio Risk vs Target
38
Deviation From Target %
100+
Proposed
%
Target
%
Risk Score
Risk Level
Risk Comfort Range
Proposed Portfolio
Portfolio Risk vs Target
Avoid Weapons
Avoids military, small arms, and controversial
weapons industries.
Advisor Workstation
Client Name > {Investment Plan Name}
Plan Summary
Avoid Weapons
Avoids military, small arms, and controversial
weapons industries.
Advisor Workstation
Client Name > {Investment Plan Name}
Plan Summary
Proposed Portfolio
Portfolio Risk vs Target
Risk Score
Risk Level
100
68
Edit
Risk Score
Risk Level
Build Report
68
Aggressive
Risk Score
Risk Level
38
Risk Comfort Range
0100
Risk Score
Risk Level
Risk Comfort Range
g
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http://www.morningstar.com/try/ipx
Morningstar - Q2 2024

Table of Contents for the Digital Edition of Morningstar - Q2 2024
