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Morningstar drops long-held aversion to alternatives
Wealth managers, Alternatives Calum Kapoor 10/15/25 Wealth managers, Alternatives Calum Kapoor 10/15/25

Morningstar drops long-held aversion to alternatives

Morningstar has long had a policy of not using alternatives in its portfolios, preferring instead to use a simple equities and bonds mix. But now this has changed.

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