Morningstar Wealth Launches Public/Private Model Portfolios with Apollo, Franklin Templeton, J.P. Morgan
Morningstar Wealth is launching the Morningstar Public/Private Select Series in collaboration with Apollo, Franklin Templeton, and J.P. Morgan Asset Management. These multi-manager model portfolios combine public market strategies from Franklin Templeton and JPMorgan with private credit and real estate offerings from Apollo and Franklin Templeton. The initiative aims to simplify access to complex private markets for advisors while leveraging Morningstar's research capabilities.
Topics: Apollo Franklin Templeton J.P. Morgan Asset Management Morningstar Wealth public/private model portfolios