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Morningstar Wealth partners with Apollo, Franklin Templeton, and JPMorgan to roll out new model portfolios for public and private markets
The Apex Times

THE APEX TIMES

Business/The Apex Times/Jun 19, 9:35 AM EDT

Morningstar Wealth partners with Apollo, Franklin Templeton, and JPMorgan to roll out new model portfolios for public and private markets

The asset-allocation toolmaker says its Morningstar Wealth unit is teaming with three major investment firms to build research-driven model portfolios that financial advisors can use across both public securities and private markets.

By The Apex Times Newsroom3 min readAI-assisted Apex article

Morningstar is expanding its push into portfolio construction for both public and private investing, teaming up with Apollo Global Management, Franklin Templeton, and JPMorgan Chase on a new set of “model” portfolios, according to a report published by Yahoo Finance.

Model portfolios are pre-constructed mixes of assets designed to help advisors and wealth platforms build consistent strategies without having to assemble every holding from scratch. In this case, Morningstar’s Wealth business is aiming to provide advisor access to portfolios that incorporate research and are built to span multiple asset types, including public securities and private market exposures.

The collaboration, as described in the article, is focused on research-driven model portfolios rather than on a single product launch. Morningstar, through Morningstar Wealth, is positioning the work as an effort to make it easier for advisors to access a broader range of investment opportunities, including those typically associated with private markets.

Apollo and Franklin Templeton are known for their roles in private markets and investment management platforms, while JPMorgan is a major provider of investment and wealth-related services. The report indicates the group is working together so that advisors can use the resulting model portfolios within their existing wealth workflows.

While the article frames the partnership as an expansion of advisor tools, it does not provide additional specifics such as the portfolio structures, expected asset allocations, or the timeline for availability. It also does not say whether the models will be offered through Morningstar Wealth subscriptions, advisory platforms, or other distribution arrangements.

The report similarly does not outline what Morningstar will contribute on the research side beyond the general description of “research-driven” portfolio design. It does not disclose any details about the underlying investment holdings, fee schedules, or whether the models will be restricted to particular advisor networks or client types.

For the industry, the partnership underscores a growing emphasis on how advisors allocate across both liquid and illiquid assets. Advisors have long faced operational challenges in providing consistent private-market exposure, including due diligence, access, and pricing opacity compared with public securities. By packaging the approach into model portfolios, firms are effectively trying to standardize the process for client targeting and ongoing portfolio management.

What remains unclear from the report is how the models will be implemented in practice, including governance rules around rebalancing and manager or strategy changes. Investors and advisors may also want more clarity on how “public and private market” exposure will be defined within each model and what level of transparency will be provided into underlying vehicles and assumptions. Until more disclosure is available, it is best to treat the partnership as an announcement of direction rather than a full product specification.

Why It Matters

  • If executed broadly, standardized model portfolios could reduce friction for advisors seeking to include private-market exposure alongside public assets.
  • The partnership suggests major investment firms are competing not only on asset selection, but also on delivery infrastructure for advisory channels.
  • Research-led portfolio construction may become a differentiator as advisors look for frameworks to manage illiquid allocations and ongoing portfolio changes.
  • The lack of details in the initial report means market participants will likely watch for follow-on announcements that specify portfolio structures and distribution.

Sources

Key Facts

  • Morningstar Wealth is working with Apollo, Franklin Templeton, and JPMorgan Chase on new research-driven model portfolios.
  • The portfolios are intended to span both public securities and private market exposures.
  • Model portfolios are pre-constructed asset mixes designed to help financial advisors implement consistent strategies.
  • The report emphasizes advisor access to the resulting portfolios through the Morningstar Wealth offering and partner channels.
  • The published description does not provide details on portfolio composition, fees, or launch timing.

Finance Related

Morningstar Wealth partners with Apollo, Franklin Templeton, and JPMorgan to roll out new model portfolios for public and private markets | The Apex Times