2021: A year in wrap-up

With 2021 drawing to a close, we thought we’d look back at another year of putting investors first and what we have achieved together to continue to empower investor success. It’s through our relationships with you, our advisers, that we’re able to listen to what you and your clients find most valuable. In doing so, we’re with you every step of the way as you truly understand your client’s needs and solve their financial and lifestyle challenges.

Retirement Strategy Tool

We’ve had a fantastic response to the launch of the Retirement Strategy Tool, built after ongoing conversations with you. The methodology integrates Morningstar’s investment and behavioural science expertise, culminating in a dynamic, adaptive, and intuitive tool to help you facilitate richer conversations with your clients about the challenges they might face in retirement. Access the Tool here or call your Adviser Solutions manager for more information. Alternatively, you can email [email protected].


To further enhance our adviser community and provide more value to you and your clients, 2021 also saw us start a LinkedIn showcase page. It’s built to house information, content and resources designed around three integrated pillars to support you in running a modern advice practice: Investment Insights, Behavioural Coaching and Practice Optimisation. Ultimately, serving more clients, better. 

ESG developments

Environmental, social, and governance factors and considerations are growing increasingly important across all aspects of corporate life. From reducing carbon emissions, constructing well-diversified boards to appropriate IT security infrastructure, companies around the world are being held to account by governments, employees, customers, and investors. With these conversations deepening, we’ve been incorporating ESG risk considerations throughout the Multi-Asset Portfolio lineup and working to develop and deliver ESG solutions for your clients with ESG preferences. We look forward to sharing more with you in 2022. If you have any questions or suggestions, please get in touch with your Adviser Solutions manager.

These are just a few highlights of what’s been a busy and productive year. Thanks to your engagement, we’ve been able to design and iterate solutions to help you run a modern advice practice and serve more clients, better.

Merry Christmas and a very happy new year,

James Louw and the Adviser Solutions team




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