Principia - Mutual Funds Stocks Variable Annuities Closed-End Separate Accounts Hypotheticals Defined Contribution Plans Presentations Education Asset Allocation

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Morningstar® Principia®
Flexible investment research and portfolio management software.


		Overview


		Modules


		Research & Analysis


		Portfolios & Diagnostics


		Proposals & Presentations


		Client Support Services

Related Products

Advisor Workstation

Asset Allocation


	Use efficient frontier curves to explore and determine the most suitable risk and return combination
	Choose between holdings-based or returns-based style analysis
	Allocate portfolios between 13 different asset classes, including REITS and commodities
	Create your own custom asset classes
	Demonstrate the probability of various investment outcomes using Monte Carlo simulations
	Determine the best allocation strategy using in-depth portfolio comparisons
	Account for factors such as inflation, taxes, or ongoing savings and their impacts on a client’s ending wealth level
	Analyze taxable and tax-deferred portfolios for long-term impact
	Print full-color reports to help clients understand their personalized asset allocation and investment recommendations
	Save time by directly importing client portfolios from Morningstar® Principia®
	Integrate with Principia's research modules (mutual funds, stocks, variable annuities/life subaccounts, and closed-end funds)

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Morningstar<span class="registered">®</span> Principia<span class="registered">®</span>

With Principia’s Asset Allocation module, you can determine the asset mix most likely to achieve the highest return for a given risk level and use that information to build better portfolios for your clients. Assess the best investment choices available for clients by performing in-depth portfolio comparisons. Efficient frontier graphing and Monte Carlo wealth forecasting help create individualized asset allocation strategies based on a client’s risk tolerance, current assets, future needs, and other factors. Use compelling customized reports to present your investment plans to clients.