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Bridgehouse Asset Managers, the retail trade name for Brandes Investment Partners & Co., wants to launch a managed investments program  in collaboration with Morningstar Associates. Bridgehouse has filed a preliminary prospectus. 

The managed investments program would include five target risk portfolios, featuring third-party funds. Ongoing asset allocation decisions would use Morningstar’s valuation-driven approach to actively manage risk and improve return potential. 

Carol Lynde, president and COO of Bridgehouse Asset Managers, says, “We also plan to incorporate tools to promote better advisor-investor communication, including a risk appetite questionnaire.”

For more on risk tolerance, read:

Educate clients on risk of loss, OSC roundtable urges

Rethink risk tolerance questionnaires 

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