Saxo Partners with Morningstar to Offer Value-Based Investment Portfolio

The collaboration will expand the range of investment strategies available to Saxo Bank clients.

Saxo Bank, a multi-asset trading and investment specialist, and Morningstar Investment Management Europe, a provider of independent investment research, today announced a collaboration that expands the range of investment strategies available to Saxo Bank clients.

With the new collaboration, Saxo Bank, which recently launched a reduced margin requirement solution for its most popular CFD Index Trackers, will add a value-based investment strategy to the range of investment portfolios available through SaxoSelect.

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Cost-Effective Solution

The new portfolio, known as Saxo Morningstar MOAT Portfolio, offers a cost-effective way to invest in a portfolio of 30 quality stocks based on Morningstar’s Economic Moat Rating methodology and valuation research, which identifies stocks undervalued by the market.

Saxo Morningstar MOAT Portfolio is the first stock portfolio product in Europe to provide exposure to Wide and Narrow Moat rated companies. This provides Saxo Bank clients with full visibility over each of the stocks in their portfolio who can then follow their positions in real time in a fully transparent investment environment directly through the SaxoTraderGO platform.

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Stocks in the portfolio are selected from 33 exchanges with only companies that Morningstar believes to have a sustainable competitive advantage being included. Stocks are then evaluated using fundamental analysis to arrive at fair value estimates and only those trading at a large discount to these estimates are included in the portfolio.

Kim Fournais, CEO and co-founder of Saxo Bank, commented: “By combining our leadership in trading technology together with Morningstar’s expertise in investment research and investment management, we have created a compelling investment strategy for the modern investor at a competitive price”.

Digital Automated Trading and Investment

SaxoSelect is a fully digital and automated trading and investment service that enables clients of Saxo Bank to invest in pre-selected portfolios directly from their trading platform. Alongside the Saxo Morningstar MOAT Portfolio, SaxoSelect offers two types of Investment Portfolios: Balanced Portfolios based on iShares ETFs and Active Trading Strategies aimed at experienced investors.

Simon Ewan, Managing Director at Morningstar Investment Management Europe Ltd, added: “Our collaboration with Saxo Bank combines our equity research into an effective and efficient portfolio offering that is available to a wide audience.”

The Saxo Morningstar MOAT Portfolio will initially be available to SaxoSelect clients in the Nordic countries, the Netherlands, Italy and across Central and Eastern Europe.

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