What Does The Morningstar OBSR Rebrand Mean for IFAs?

Richard Romer-Lee & Nigel Whittingham, Morningstar OBSR
From 22nd March 2011, Old Broad Street Research will rebrand as Morningstar OBSR. Join our presentation to find out about how the integration of the two companies has progressed and the benefits it brings to you as a financial adviser. Including:
•An overview of Morningstar’s services and strategy for institutions and IFAs in the UK
•OBSR’s progress since the acquisition by Morningstar
•Future for the Fund Research business
•Branding of the ratings icons and OBSR
•OBSR’s strategic focus
Mar 20 2012
27 mins
What Does The Morningstar OBSR Rebrand Mean for IFAs?
  • Channel
  • Channel profile
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    - US: the Fed behaviour; Fed funds rate hike and USD strength
    - US: good macro-economic data vs deflation fears
    - US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed
  • The rationale for fixed income now Mar 11 2015 1:00 pm UTC 45 mins
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  • Winning your clients trust and safeguarding their data Recorded: Feb 26 2015 29 mins
    Thoughtleadership Webcast for Financial Advisers and Paraplanners.

    We each represent 1 in 3 billion+ internet users, a population that represents around 40% of the world’s entire population.

    Online fraud continues to increase on ‘the same curve’ with no small part of this attributable to the interception of email and its sometimes sensitive content.

    Email volumes continue to grow exponentially with over 182 billion currently sent every day.

    Professional Services

    The UK government is getting serious about cyber-crime - Keeping the UK safe in cyberspace policy and looking to the professional services sector to lead on the subject.

    “Trusted professionals …… are on the front line of cyber-attacks – they are privy to sensitive information (e.g. client lists, personal information, sensitive commercial information about upcoming deals) which might be attractive to criminals/others. They are also well-placed to encourage their clients to take appropriate actions to protect themselves.”

    Failure to address this subject can carry significant consequences - the regulators, Law Society / FCA / ICO, take a dim view on those who choose to gamble with their clients most precious of assets, ‘their data / identity’.
    It’s estimated that more than 1 in 12 of us might be the subject of fraud whilst winning the lottery carries a probability of 1 in 14 million – or putting it another way
    . . . . you are probably a million times more likely to be defrauded than you are to win the lottery !

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    We are focused on two aspects in our fund positioning:
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    - The bubble that is the UK corporate bond market.

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    The Schroder Global Multi-Asset Income Fund has been designed to help investors seeking income in the current low growth, low yield environment where traditional sources of income can no longer fulfil their requirements. It aims to provide an attractive, regular and sustainable income without a correspondingly heightened exposure to risk.
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    Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

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    Effective Succession Planning for Family Businesses

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    Review of 2014: key drivers: elections, geopolitics, oil, strong USD, policy dynamics
    What determines our outlook on 2015: Recovery of EM growth, oil price, investor flows, ability of EM governments to build on election outcomes to push structural reforms agenda
    Where to invest: depends on the investment horizon:
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    - If shorter- at 6.3% yield as well, external with a preference for OW quasi-sovereign and corporate; if concerned with duration, target maturity structures can be attractive

    Risks to watch: Continuing strong USD bid headwind for EM FX, failing oil price and asymmetric impact on "winner" and "losers", geopolitically events, negative growth surprises
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    Historically, Bond investors have segmented the Global fixed income market by developed and emerging markets. A long held perception has been that developed market issuers are "rich", whilst emerging market issuers are "poor". Events of the last five years, have led many to question if this perception is valid. With bond benchmarks designed to track an investment universe, which in construction, has a structural bias towards the most indebted issuers; we believe that there is a more efficient approach. The New Capital Wealthy Nations Bond Fund has demonstrated this approach successfully over the last five years, by investing in countries and companies that have the greatest ability to pay back their debts - these tend to be countries underrepresented by indices.
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  • Title: What Does The Morningstar OBSR Rebrand Mean for IFAs?
  • Live at: Mar 20 2012 4:45 pm
  • Presented by: Richard Romer-Lee & Nigel Whittingham, Morningstar OBSR
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