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    Discretionary Asset Management Stocks List

    Symbol Grade Name % Change
    MORN B Morningstar, Inc. 0.11
    MBI C MBIA Inc. 4.57
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    Related Industries: Business Services Insurance - Property & Casualty
    Related Stock Lists: Insurance Accounting Services Asset Management Asset Management Advisory Services Asset Management Services Bond Insurance Cash Management Cdos Collateralized Debt Obligation Conduit Credit Rating Exchange Traded Fund Finance Markets Finance Obligations Financial Advisors Financial Guarantee Insurance Fund Accounting Internet Advertising Investment Management Management Advisory Services

    Related ETFs - A few ETFs which own one or more of the above listed Discretionary Asset Management stocks.

    Symbol Grade Name Weight
    CSMD D Congress SMid Growth ETF 2.42
    TMFM A Motley Fool Mid-Cap Growth ETF 2.33
    KCE B SPDR S&P Capital Markets ETF 1.64
    SMLL F Harbor Active Small Cap ETF 1.59
    IAI B iShares U.S. Broker-Dealers ETF 1.19
    View all Discretionary Asset Management ETFs...
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    Compare CSMD to IAI Compare CSMD to KCE Compare CSMD to SMLL

        Discretionary Asset Management Stocks Recent News

        Date Stock Title
        Oct 31 MORN Looking Into Morningstar's Recent Short Interest
        Oct 29 MORN Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
        Related Industries: Business Services Insurance - Property & Casualty
        Related Stock Lists: Insurance Accounting Services Asset Management Asset Management Advisory Services Asset Management Services Bond Insurance Cash Management Cdos Collateralized Debt Obligation Conduit Credit Rating Exchange Traded Fund Finance Markets Finance Obligations Financial Advisors Financial Guarantee Insurance Fund Accounting Internet Advertising Investment Management Management Advisory Services
        Discretionary Asset Management

        Discretionary asset management is a type of asset management in which a portfolio manager has the authority to make investment decisions on behalf of a client without requiring the client's prior approval. The portfolio manager is given the discretion to make decisions based on their own research and analysis, and the client is not required to be involved in the decision-making process. This type of asset management is typically used by high net worth individuals and institutional investors.

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