Morningstar has upgraded its investment planning site, Advisor Workstation Office Edition. Of primary focus are the additions to the asset allocation and portfolio construction functions of the site.


Ibbotson Associates, an investment advisor and a subsidiary of Morningstar, has created capital market assumptions and wealth forecasting tools that allows financial advisers to construct investors’ portfolios in an innovative way.


Ibbotson capital market assumptions offer advisers a wealth of knowledge on pre-tax returns, correlations among asset classes, and standard deviations that can be used to replace or in conjunction with their own personal estimations. Further information on account taxes, required minimum distributions of retirement accounts, and penalties for early withdrawals also allow advisers to forecast a wide range of portfolios for their clients.


Once target portfolios are created, the advisers can use “auto-allocate,” a new function allowing them to plan out securities that help directly reach clients’ goals.


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