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      report by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Outcome-Based Investing Guide

      Feb 04, 2021

      When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.

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