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Marta Norton on Direct Indexing and Investments

Masters in Business

00:00

How Do You Drive Thematic Investing Within Mutual Funds?

Morningstar has been managing model portfolios for more than 20 years. It's an area of expertise for Morningstar, selecting those mutual funds. We found that we just wanted to try to reduce the layers of costs. So if we could take what we thought were best to breed thinkers and put them within our mutual funds, we could cut down on the layers of cost.

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