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US Wealth Managers

  • 上場不動産業界―米国、欧州、日本の見通しと投資機会
    上場不動産業界―米国、欧州、日本の見通しと投資機会
    EPRA, Nareit, CSR Design, FTSE Russell Recorded: Sep 25 2020 94 mins
    FTSE Russell、CSRデザイン、EPRA、Nareitは、現在の環境下での上場不動産の位置付けのほか、差別化された投資機会を提供し続ける一部不動産セクターや、機関投資家のために上場不動産が果たし得る多様な長期的役割に焦点を当てた有益な対談にご招待いたします。みなさまの参加をお待ちします。

    本ウェビナーでは、業界の専門家が下記について考察します。
    • 現在の環境下での上場不動産の位置付け
    • 上場不動産が機関投資家のポートフォリオに提供できる多様な長期的役割と投資機会(EPRA Nareit Index Series)
    • 不動産ポートフォリオに対する気候リスクへの配慮の実践(EPRA Nareit Green Index)および日本のREITへの影響
    • EPRA Nareit Index Seriesの構造の定義と、各種資産クラスのパフォーマンス機会
  • Examining Up-And-Coming and Under-the-Radar Investment Strategies
    Examining Up-And-Coming and Under-the-Radar Investment Strategies
    Nicholas Goralka, Alex Bryan & Benjamin Joseph Recorded: Sep 24 2020 51 mins
    Morningstar’s analysts spend time researching unnoticed investments to determine if they deserve a wider audience and full qualitative research coverage. Morningstar analysts will reveal our findings, which highlight the investments our analysts believe have the most potential. Join Nicholas Goralka, Analyst, U.S. Equity Strategies, Alex Bryan, Director of Passive Strategies Research, and Benjamin Joseph, Senior Analyst, Active Funds Research as they’ll walk through our latest edition of the Prospects List report.

    Our live, one-hour webinar will cover:
    • An overview of each strategy on the Prospects List, along with our methodology
    • Investments that are graduating to full analyst coverage
    • ESG specific investments that were covered in this year’s report
    • A list of our Prospects, with relevant Morningstar data
  • Optimize Your Investment Selection Process
    Optimize Your Investment Selection Process
    Jack Musgrave Recorded: Sep 24 2020 67 mins
    The market volatility from COVID-19 highlighted the due diligence process, as investors sought less risky investments. In this webinar, you’ll learn from client success manager, Jack Musgrave, on how you can use Morningstar Direct’s performance reporting tools to optimize your investment selection process.
  • Accounting for Climate: The Numbers Investors Need
    Accounting for Climate: The Numbers Investors Need
    The PRI Recorded: Sep 24 2020 62 mins
    Speakers:
    Mark Carney, COP 26 Finance Adviser and UN Special Envoy
    Sue Lloyd, Vice-Chair, International Accounting Standards Board
    David Pitt-Watson, Investor and Emeritus Chair, UN Environment Finance Initiative
    Anne Simpson, Interim Managing Investment Director, Board Governance & Sustainability, CalPERS
    Guenther Thallinger, Member of the Board of Management, Allianz SE and Chair, UN Net Zero Asset Owner Alliance

    Investors are calling out for hard information on the financial impacts climate change will have on companies. The financials define profitability and drive executive remuneration, so ensuring they properly reflect climate-related risks is crucial. TCFD and other initiatives go a long way in providing this information, but a focus on the front end reporting only provides half the story. Investment decisions, both by companies and investors, also depend on the numbers disclosed in the audited financial statements.

    Fuller financial disclosures enable investors to incorporate climate risks into their investment decision making, helping focus investment on those companies that are more likely to thrive in a carbon-constrained future. Currently, most companies assume business as usual in their financial statements, while at the same time in the annual report recognising that business as usual is something that the planet simply cannot sustain.

    This is why the IASB’s (International Accounting Standards Board) accounting treatment of climate issues is so crucial. The IASB, has issued a paper making clear that material climate change risks must be incorporated in IFRS financial reporting. If properly followed it will have profound implications for the way companies are valued and the decisions made by investors. In this webinar we examine the implications of the IASB paper and what the accounting profession, investors and regulators will need to do to ensure that ensure companies declare profits consistent with a sustainable world.
  • European Funds Distribution Market - Key Success Factors
    European Funds Distribution Market - Key Success Factors
    Lorcan Murphy, Managing Director, and Sandro Thaler, Head of Distribution Services, ACOLIN Fund Services AG Recorded: Sep 24 2020 57 mins
    ACOLIN is delighted to start its expert webinar series on successful cross-border fund distribution. The first webinar will offer an introduction to the European funds distribution market.

    Lorcan Murphy, Managing Director, ACOLIN Fund Services Ireland, and Sandro Thaler, Head of Distribution Services, ACOLIN Fund Services AG, will share their insights into successful funds distribution based on ACOLIN's 14-years of experience running our own independent open-architecture distribution network. Our aim is to offer clear and simple information to those interested in distribution of funds in Europe, supported by best practice examples. 

    Webinar content:

    - Overview: the largest fund distribution markets, segments and growth rates.
    - Key success factors: pre-requisites for successful funds distribution. What is working, which mistakes can be avoided?
    - Structure of distribution: process, functions and which tasks can be outsourced to an external service provider.
    - Distribution Network Management
    - Questions and Answers
  • Listed Real Estate: Outlook and opportunities in Europe, US and South East Asia
    Listed Real Estate: Outlook and opportunities in Europe, US and South East Asia
    FTSE Russell, EPRA, Nareit, Singapore Exchange (SGX), Nikko Asset Management Recorded: Sep 24 2020 87 mins
    Over the past two decades, as a market, listed real estate has grown larger and more diversified and is now considered a well-established tool for real estate investors. The COVID-19 pandemic has upended everyday life for the foreseeable future, creating new risks and opportunities in commercial real estate across the U.S., Europe, and South East Asia. In part because it offers liquidity, listed real estate (including REITs) allows investors to act on their convictions and take advantage of these risks and opportunities.

    FTSE Russell, EPRA, Nareit, Singapore Exchange (SGX) and Nikko Asset Management invite you to join an informative conversation focused on how listed real estate is positioned in the current environment, some property sectors that continue to provide differentiated investment opportunities, and the long-term diversifying role listed real estate can play for institutional investors.

    Hear from SGX on exciting new product developments in this space, following the announcement that SGX and FTSE Russell have partnered up to offer derivatives products in this region. In addition, Nikko Asset management will be offering their outlook and take on this sector, sharing insight into their own Real Estate strategies.

    During this webinar, industry experts will discuss:
    • How has the spread of COVID – 19 impacted the commercial real estate markets? Do these impact real estate equally, or have some property types that have fared worse / better than others?
    • Are there potential opportunities that may arise from market dislocations that long-term investors should be thinking about?

    Speakers:
    • Ali Zaidi, Director Research & Indexes, EPRA
    • John D. Worth, Ph.D., EVP Research & Investor Outreach, Nareit
    • Elena Patimova, Director, Equities & FICC Sales, GSO, Singapore Exchange (SGX)
    • Jermyn Wong, Head of Asia ETF Business Development, Nikko Asset Management
    Moderator:
    • Irvin Goh, head of sales and business dev., Asia, FTSE Russell
  • Deep Dive on Presentation Studio in Morningstar Direct
    Deep Dive on Presentation Studio in Morningstar Direct
    Kristopher Leung, Senior Customer Success Manager Recorded: Sep 24 2020 65 mins
    Want to transform your firm's investment stories into professional, custom-branded marketing pieces and presentations?

    Join us on a deep dive on Presentation Studio in Morningstar Direct, where we will cover:
    • Peer group customization
    • How to create corporate look and feel presentations
    • Tips and trick in creating your automated reports

    By registering for this webinar, you confirm that you are a professional investor.
  • Strengthening the Advisor Workflow for Regulation Best Interest
    Strengthening the Advisor Workflow for Regulation Best Interest
    Matt Radgowski Recorded: Sep 23 2020 56 mins
    Strengthening the Advisor Workflow for Regulation Best Interest
  • Regulation Best Interest - Solutions for firms with 50 advisors or less
    Regulation Best Interest - Solutions for firms with 50 advisors or less
    Matt Radgowski, Jason Stipp, Sara Mersinger Recorded: Sep 23 2020 57 mins
    Solutions for firms with 50 advisors or less
  • WealthTech Talks: Unique technology or unique value proposition
    WealthTech Talks: Unique technology or unique value proposition
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 23 2020 60 mins
    For time immemorial, wealth management has been a personal business, face-to-face, relationship-based, done with paper-based reports and delivered by a human. Differentiation was about the brand, the history, the fancy address and, sitting at the top all of that weighty and longstanding reputational mass, a close and long-term personal relationship with each client. Technology was in the background and definitely not a point of differentiation.

    The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clients. Differentiation in this new world was about accessibility, fees, transparency, user experience, simple to market products and mass market appeal. A new form of wealth management and one that operated from the basis of a different set of differentiators from the traditional market.

    However, despite the digital WM movement certainly making the traditional sector sit up, take notice and change some of its practices, the model has not taken a hold of the client opportunity for incumbents as much as early digital advocates had hoped. Looking forward from here, can the digital WM market grasp the opportunity and, if so, what will be the differentiators that will support the sector’s growth and relevance to new generations?

    Discussion themes will include:

    • What really differentiates wealth management providers? If we look at incumbents purely through websites, are they getting this across?
    • If the "human touch" is essential to current customers, is this as true for new generation customers? ... Does "trust" look a bit different as your service becomes more digital?
    • To differentiate, does a wealth management firm have to create their own digital solutions?
    • How can firms find the right stakeholders and leaders to move ahead with customer-facing digital services?
  • The State of Global Equity Markets Through the Lens of FTSE GEIS
    The State of Global Equity Markets Through the Lens of FTSE GEIS
    Christopher Vass, Emerald Yau, and Catherine Yoshimoto Recorded: Sep 22 2020 26 mins
    FTSE Global Equity Index Series (GEIS) provides a transparent, broad and modular approach that allows investors to efficiently build and manage their portfolios via the comprehensive range of regional and single country indexes.

    Join product experts from FTSE Russell as they discuss the State of global equity markets through the lens of FTSE GEIS.

    Topics covered will include trends observed across global equity markets, recent developments in global derivatives, and a recap of regional equity market performance and size shifts.
  • WealthTech Talks: In conversation with Unblu
    WealthTech Talks: In conversation with Unblu
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 21 2020 52 mins
    In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO from Switzerland-headquartered Unblu.

    Through the interview with Luc, we will focus on understanding first of all (and in brief) the background and origins of Unblu, before focusing on their business today, their solution offering to the wealth management sector and the types of clients Unblu works with and what they do for them. We’ll highlight Unblu’s views on the various drivers influencing and shaping the wealth management sector in general and specifically focus on client engagement and management. Finally, the WealthTech Talk will cover where the market is moving both now and into the future and what needs to happen for wealth managers to survive and thrive into the future.

    In more detail, we will speak to Luc:

    • The origins and developments of the Unblu business since its founding
    • The firm’s current solution offering to the wealth management sector
    • The firm’s value proposition to the sector and what differentiates it from others
    • The type of clients the firm serves in the wealth management sector and where
    • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating
    • How Unblu sees the future of the wealth management sector

    We look forward to our discussion with Luc on July 14th at 3pm UK time and learning more about Unblu and its role in the wealth management sector.
  • WealthTech Talks: The Future Technology Infrastructure of Wealth Management
    WealthTech Talks: The Future Technology Infrastructure of Wealth Management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 18 2020 60 mins
    What is the future technology infrastructure of the wealth management (WM) sector? It is on this that much of the future of the sector stands as it continues its move to a more technology-led world. But with so much innovation and so much noise around the technology space, it is hard to stay on top of what is relevant, possible and worthwhile. Also, put new alongside old and the existing complexity of the so-called ‘legacy’ technology infrastructure and the complexity grows.

    So, what are the new technologies, which are relevant now and which will be relevant in the future and why? In short, what will the technology infrastructure of the WM sector of the future be built on? In this discussion, we will consider technology themes and developments like microservices, modularity, APIs and Graph DB, we will consider what these capabilities are and how they can be used to deliver positive business outcomes for the WM sector and in which areas of the business. We will ask the panel to consider what is here and relevant now, what is for the future and how WM firms can navigate the technological infrastructure opportunities in front of them.

    In this webinar, we will discuss:

    • Drivers – What are the factors that are driving the need for a new technology infrastructure in the WM sector and at what stage of development the industry is in its response
    • Challenges – What challenges the WM sector has that creates the needs for a new technology infrastructure and what barriers they face/will face in delivering it
    • Opportunities – What can the WM industry deliver with a new technology infrastructure
    • Steps – What is the path forward for any WM firm to deliver this infrastructure and what steps must they take now and in the future
    • Technologies & tools – A deeper look at some of the tools and technologies that will form the future technology infrastructure
    • Use cases & examples – What are some of the use cases and examples of where WMs have already employed and benefitted
  • Yield Book Non-Agency and CRT Experimental Model Update
    Yield Book Non-Agency and CRT Experimental Model Update
    Jake Katz, Director, Director, Non-agency RMBS Modeller, Yield Book Mortgage Research, London Stock Exchange Group Recorded: Sep 17 2020 29 mins
    Yield Book has recently released the new Experimental Version of the non-agency and CRT model.

    Please join us on September 17th at 4:00 p.m. ET for a live webinar presentation with Q&A to find out the latest details on the model release update.

    The webinar will cover the topics such as:
    Prepayment
    - Primary-secondary (P/S) spread model formulation review and latest adjustments
    - Removed turnover dampening and recalibrated refi response to aggressive use of PIW and shift towards digitization
    - Reduced credit refinance eligibility for non-agency borrowers with spotty payment history
    Delinquency, Default, & Severity
    - Recalibrated delinquency transitions in roll rate model to higher unemployment rate
    - Incorporated impact of assistance programs and timing of assistance on cure transitions in roll rate model
    - Lowered the near term seriously delinquent to liquidation roll rates and extended liquidation timelines
    - Overall impact on CDR projections

    Presented by: Jake Katz, Director, Non-agency RMBS Modeller, Yield Book Mortgage Research, London Stock Exchange Group.
  • Financial Institution | Address Loan Management Challenges in the post-Covid era
    Financial Institution | Address Loan Management Challenges in the post-Covid era
    Nikos Karelos/John Mallios, Profile Software | Carl Jabbour, Fiduciam Ltd | Simon Bateman, Allica Bank Recorded: Sep 17 2020 31 mins
    Digital banks, conventional banks, and marketplace lenders need to approach a post-COVID-19 lending market differently than ever before. How can they meet shifting requirements in the current dynamic environment?

    Join Profile Software's Nikos Karelos, Banking Director, and John Mallios, Banking Solutions Director, Fiduciam's Carl Jabbour, Head of Investor Relations and COO and Allica Bank's CIO, Simon Bateman, in a discussion highlighting the new loan management requirements following the Covid-19 outbreak and learn more on how banks and financial institutions can best prepare to deal with the current and future evolvements, safeguarding their business and ensuring client retention and satisfaction.

    The discussion will focus on:

    - Existing market conditions
    - The new normal
    - The role of solution providers in the transformation process
    - Cost-effective, compliant operations
    - Customers’ experience

    Register today to learn more.
  • WealthTech Talks: In conversation with Contemi
    WealthTech Talks: In conversation with Contemi
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 16 2020 60 mins
    In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview William Rouse, Director, UK & Europe, and Amrik Sanghera, Senior Solutions Consultant, from Singapore-headquartered Contemi Solutions. Through the interview with William and Amrik, we will focus on understanding first of all the background and origins of Contemi, the business formerly known as Dion, before focusing on the business today, it’s solution set, client base, views on the various drivers in the market impacting its business, solutions and clients and some thinking from them both on the future of the changing wealth management sector.

    In more detail, we will speak to William and Amrik on:

    • The origins and developments of the Contemi business since its founding
    • The firm’s current solution offering to the wealth management sector
    • The firm’s value proposition to the sector and what differentiates it from others
    • The type of clients the firm serves in the wealth management sector and where
    • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating
    • How Contemi sees the future of the wealth management sector

    We look forward to our discussion with William and Amrik on July 7th at 11am UK time and learning more about Contemi and its role in the wealth management sector.
  • CEO Straight Talk & Asia equities: the post-pandemic outlook
    CEO Straight Talk & Asia equities: the post-pandemic outlook
    Terence Chow (RBC), Sebastian Enberg (APB), Arjan de Boer (Indosuez WM), Marc Bindschädler (Vontobel AM), Charlene Cong (APB) Recorded: Sep 16 2020 82 mins
    CEO STRAIGHT TALK: Asian Private Banker‘s editor, Sebastian Enberg sits down with RBC Wealth Management’s Asia Head and a rising star in the region’s private banking industry, Terence Chow for a live discussion on the complex and evolving needs of Asia’s global families, how the bank is equipped to meet their requirements, and Chow’s vision for business he oversees.


    ASIA EQUITIES: THE POST-PANDEMIC OUTLOOK: While uneven, the global recovery from a once-in-a-lifetime public health crisis is underway with China leading the way. What does the recovery look like from an Asia equities perspective? What does China's handle on the situation mean in terms of investment themes and opportunities? Beyond China, where are the bright spots for Asia equities and how best can investors capture these opportunities? What has COVID-19 revealed about the relationship between ESG, profitability and the performance of Asia equities? And will the pandemic's aftermath fundamentally change the way we approach business and investing?
  • How Virtual Reality and Augmented Reality Can Help Transform Your Business
    How Virtual Reality and Augmented Reality Can Help Transform Your Business
    Andrew Hawken, Co-Founder and CEO of Mesmerise & Michael Ogden, Creative Director at Mesmerise & product owner of Gatherings Recorded: Sep 15 2020 59 mins
    Join Andrew Hawken, Co-Founder and CEO, Mesmerise; and Michael Ogden, Creative Director, Mesmerise, as they share how innovative and emerging technologies like virtual reality (VR) and augmented reality (AR) can solve business problems, accelerate performance. They will share how VR and AR can be applied to training as well as for large scale or impromptu events. You will learn how to evaluate a business case for these emerging technologies and what you need to get started. Andrew and Michael will also give a behind-the-scenes look at the development behind “Gatherings,” and the Morningstar Investment Conference VR pass.
  • Fixed Income Trends and Solutions in the EMEA Market
    Fixed Income Trends and Solutions in the EMEA Market
    Emilie Neumeier, Ali Masarwah, Jennika Gold Thomas and Martina Richards Recorded: Sep 15 2020 53 mins
    Learn about the latest trends in fixed income space with Morningstar’s manager research and product teams. We will cover the latest insights from EMEA asset flows and demonstrate enhancements to our fixed income solutions, including the new Fixed Income Exposure Analysis component to help you employ a comprehensive, consistent, and transparent investment analysis to accurately assess the drivers of risk and return inherent in fixed income portfolios.

    You’ll see how you can:

    Drill down to multiple levels and analyze fixed income portfolios across several dimensions

    Understand how various portfolio risks are related within fixed income portfolios

    Establish more meaningful differentiations between available fixed-income investment alternatives
  • WealthTech Talks: In conversation with Invessed
    WealthTech Talks: In conversation with Invessed
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 14 2020 50 mins
    In this third edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Theo Paraskevopoulos, CEO of Invessed, to get an overview of the firm, its background and reason for being, the firm’s focus and solution set, and its role in supporting the business need of a changing wealth management sector.

    Through this webinar, we will speak with Theo to understand aspects of his business, including:

    • Its origins and developments of the business since its founding
    • Its history and client base in the wealth management sector
    • Its value proposition to the sector and differentiating factors
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • Theo’s views on multiple technology-related themes such as data and digital
    • How Invessed sees the market and its coming developments

    We look forward to our discussion with Theo on June 11th and learning more about Invessed and its role in the wealth management sector.
  • Colombia: A Destination for Responsible Investment
    Colombia: A Destination for Responsible Investment
    The PRI, Procolombia, Sura Investment Management, Pontificia Universidad Javeriana and BNP Paribas Recorded: Sep 11 2020 73 mins
    The sustainability agenda is evolving rapidly in Colombia, with many companies recognising ESG practices, and new infrastructure projects focusing on supporting the energy transition. This webinar will explore the opportunities in this exciting emerging market for responsible investors.

    Join this webinar to hear from Paola García Barreneche, Procolombia who will explain Colombia’s commitment to sustainable development and best investment practices, after becoming the 37th member of the OECD. Delegates will also hear from Juan Camilo Osorio, Sura AM and Patricia Alejo, Pontificia Universidad Javeriana who will share their perspectives as local investors on the evolution of responsible investment in Colombia. Hervé Duteil, BNP Paribas will share their perspectives as foreign investors in LatAm and Colombia.

    Speakers:
    Paola García Barreneche, Foreign Investment Vice President, Procolombia
    Juan Camilo Osorio, CIO, Sura Asset Management
    Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana
    Hervé Duteil, Chief Sustainability Officer Americas, BNP Paribas
    Moderated by Eduardo Atehortua, Head of LATAM (ex-Brazil), PRI
  • WealthTech Talks: Enhancing Client Discovery & Acquisition with Technology
    WealthTech Talks: Enhancing Client Discovery & Acquisition with Technology
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 11 2020 60 mins
    Without the discovery and subsequent acquisition of new clients the wealth management sector will face a bleak future. It is widely known that the average age of clients for the majority of wealth managers is 60 or 70 years of age and that those who stand to inherit this in the huge and ongoing process of generational wealth transfer wealth are: (1) very likely to have no existing relationship with the current wealth holder’s wealth manager and (2), upon inheriting that wealth, are also highly likely to take those assets and form a new wealth management relationship with another provider.

    These two factors, alongside the changing dynamics of winning and delivering client relationships in an increasingly digital and hybrid environment mean wealth managers must look seriously at how they discover and acquire new clients and, critically, how technology can help them enhance that process.

    In this webinar, you will hear from three technology vendors that offer solutions to support the process of client discovery and acquisition for wealth managers and, specifically, we will seek their views on:

    • Within the process of client discovery and acquisition, what tools and benefits does technology bring to the table to support the needs of wealth managers
    • At which stages of the journey and where specifically technology can support the role of the adviser and other team members
    • Highlighting where and how technology has been used to enhance the process of client discovery and acquisition
    • From the perspective of the technology involved, what factors will lead to a successful outcome (i.e. data, people, engagement, integration, training, etc.)
    • Where there is resistance from wealth management firms, why is that and what factors or benefits can help them overcome their fears or challenges?
    • What is coming in terms of the future development and capabilities of technology offerings to enhance process of client discovery and acquisition
  • All-Digital Morningstar Investment Conference
    All-Digital Morningstar Investment Conference
    Morningstar Recorded: Sep 10 2020 1 min
    See the attachments to register for the All-Digital Morningstar Investment Conference (Sept. 16 - 17)
  • Morningstar Mercer Alliance
    Morningstar Mercer Alliance
    Daniel Bristow, Eileen Bingle Recorded: Sep 10 2020 44 mins
    Daniel Bristow, Global Head of Investment Analytics, Research and Tools at Mercer and Senior Product Manager, Eileen Bingle, presented on how you can now see both Morningstar and Mercer strategies in a single view, along with the associated vehicles
  • Key Findings from Morningstar’s 2020 Mind the Gap Study
    Key Findings from Morningstar’s 2020 Mind the Gap Study
    Amy Arnott, Portfolio Strategist & Matthew Birch, Customer Success Manager Recorded: Sep 10 2020 36 mins
    On Sept 10 at 11AM CDT, we’ll reveal what your firm can do to be successful in a more competitive field and review how the overall investor experience has changed over time. Join Amy Arnott, Portfolio Strategist, Morningstar Manager Research LLC and Matthew Birch, Customer Success Manager, Morningstar Manager Research Services in a live one-hour webinar as they’ll walk through our latest edition of the Mind the Gap study

    In this webinar, we’ll cover:
    • A deep dive into those success factors
    • Which investment vehicles fared best when comparing investor returns with total returns
    • How to identify where your firm and—just as important—your immediate competition sits today
    • Expert analysis and advice from Morningstar analysts, who offer a deeper insight into their research beyond qualitative reports
  • Listed Real Estate 2020 - Outlook and opportunities in Europe, US and North Asia
    Listed Real Estate 2020 - Outlook and opportunities in Europe, US and North Asia
    Cedric Tang; Ali Zaidi; John D. Worth, Ph.D.; William Leung; Anton Chan Sep 28 2020 8:00 am UTC 90 mins
    Over the past two decades, as a market, listed real estate has grown larger and more diversified and is now considered a well-established tool for real estate investors. The COVID-19 pandemic has upended everyday life for the foreseeable future, creating new risks and opportunities in commercial real estate across the U.S., Europe, and Asia. In part because it offers liquidity, listed real estate (including REITs) allows investors to act on their convictions and take advantage of these risks and opportunities.

    FTSE Russell, EPRA, Nareit and Cohen & Steers invite you to join an informative conversation focused on how listed real estate is positioned in the current environment, some property sectors that continue to provide differentiated investment opportunities, and the long-term diversifying role listed real estate can play for institutional investors.

    During this webinar, asset owners, asset managers, and ETF providers will hear industry experts discuss:
    • How has the spread of COVID – 19 impacted the commercial real estate markets? Do these impact real estate equally, or have some property types that have fared worse / better than others?
    • Are there potential opportunities that may arise from market dislocations that long-term investors should be thinking about?
    • The long-term diversifying role and opportunities listed real estate can offer institutional portfolios

    Speakers:
    • Ali Zaidi, Director Research & Indexes, EPRA
    • John D. Worth, Ph.D., EVP Research & Investor Outreach, Nareit
    • William Leung, Portfolio Manager, Head of Asia Pacific Real Estate, Cohen & Steers
    • Anton Chan, Head of Institutional Business, Asia Ex Japan, Cohen & Steers

    Moderator:
    • Cedric Tang, Head of Asset Owner Group, North Asia, FTSE Russell
  • MorningstarのESGの取り組みとソリューション
    MorningstarのESGの取り組みとソリューション
    Shoko Nakagawa - Sales Specialist, Koh Tanaka - Customer Success Manager Sep 29 2020 6:30 am UTC 60 mins
    今回のWebinarでは、MorningstarのESGの取り組みとして、Morningstar Directでご利用いただけるファンドレベルと、Sustainalyticsの企業レベルのESGデータを中心にご紹介します。新規設定のグローバルESGファンドが7月に4,000億円集めるなど、ESG投資への注目は高まっています。ESGプロダクトの組成やESG関連の情報提供・情報取得をご検討中であれば、ぜひご参加ください。また、Directユーザーの皆様に限らずどなたでもご参加いただけますので、ご興味がありそうな方には是非お声がけください。皆様のご参加を心よりお待ち申し上げております。

    開催内容予定: MorningstarによるESGの取り組みとして、以下のデータを中心に紹介します。また海外にて、Morningstar DirectでESGのデータやレポートが、どのように活用されているかを紹介します。
    • Morningstar Sustainability Rating:ポートフォリオの保有銘柄が、他のポートフォリオと比較してどれだけESGリスクを管理できているかを測定
    • Low Carbon Designation:低炭素社会移行において、ポートフォリオのカーボンや化石燃料へのエクスポージャーを識別
    • Portfolio Product Involvement:タバコや非人道的等のControversialな商品・事業に対するポートフォリオの関与割合
    • Fund Sustainable Attributes:ファンドのESG投資のアプローチ方法や、ネガティブ・スクリーニング対象

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  • Finding your path in the upcoming ESG regulations
    Finding your path in the upcoming ESG regulations
    Morningstar and Sustainalytics Sep 29 2020 2:00 pm UTC 45 mins
    Live Webinar:
    Finding your path in the upcoming ESG regulations: A spotlight on EU Taxonomy and Disclosures

    The Taxonomy is a classification framework, part of the EU Sustainable Finance Action Plan, designed to determine whether an economic activity is environmentally sustainable.

    Register for our webinar for the latest developments on the EU Sustainable Finance Action Plan: EU Taxonomy Regulation and Sustainable Finance Disclosure Regulation (SFDR).

    Speakers
    Anne Schoemaker, Manager, Product Strategy and Development, Sustainalytics
    Tim Walton, Data Director, Morningstar
    Andy Pettit, Director, Policy Research, Morningstar
  • Working to Bridge the Financing Gap in Developing Economies
    Working to Bridge the Financing Gap in Developing Economies
    Paul Ellis, Moderator; Martina Macpherson, Moody's; Jason Mitchell, Man Group and Charulata Singal, UNCDF Sep 29 2020 3:00 pm UTC 60 mins
    When small businesses in developing economies need additional capital to continue growing, they typically face a finance gap. Martina Macpherson of Moody's Corp ESG Solutions Group, Jason Mitchell of Man Group, and Charulata Singal of United Nations Capital Development Fund (UNCDF) discuss how investors in developing economies are working with data analytics firms and asset managers to address both the risk and the many opportunities for growth in these economies and for companies with exposure to local entities through their value and supply chains. When UNCDF engages with local enterprises in frontier markets, it builds depth into these markets and nurtures more bankable deal flow, ultimately acting like a project preparatory facility for Development Finance Institutions (DFI) and other commercial investors. Developing these kinds of cross-sector collaborations and public-private partnerships are also fundamental for establishing environmental and social resilience and long term prosperity in line with Agenda 2030.
  • WealthTech Talks: Technology Trends in APAC Wealth Management
    WealthTech Talks: Technology Trends in APAC Wealth Management
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic Sep 30 2020 8:00 am UTC 60 mins
    The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth.

    A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region?

    In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world?

    Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time

    Participants/panellists:

    • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
    • John Leung, Client Director, Asia Pacific, Delio
    • Julien Le Noble, Senior Director, Finantix

    Host:
    • The Wealth Mosaic – Stephen Wall, Co-Founder, The Wealth Mosaic
  • US DOL proposal "Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"
    US DOL proposal "Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"
    The PRI Sep 30 2020 2:00 pm UTC 45 mins
    The PRI’s US policy team will brief participants on the latest US DOL rule proposal, titled “Fiduciary Duties Regarding Proxy Voting and Shareholder Rights", and respond to questions. The PRI recommends signatories respond to the consultation.
  • An inside view of Brexit with Tim Shipman, Political Editor of the Sunday Times
    An inside view of Brexit with Tim Shipman, Political Editor of the Sunday Times
    William Dinning, CIO, Waverton Oct 1 2020 2:30 pm UTC 75 mins
    An inside view of Brexit with Tim Shipman, Political Editor of the Sunday Times. Hosted by William Dinning, CIO and Tineke Frikkee, Head of UK Equity Research
  • US Directors’ Duties: Private Equity backed companies and ESG
    US Directors’ Duties: Private Equity backed companies and ESG
    The PRI, Debevoise & Plimpton, LACERA, Blackstone and Saïd Business School, University of Oxford Oct 1 2020 3:00 pm UTC 60 mins
    The PRI has commissioned a legal memorandum from law firm Debevoise & Plimpton on the duties of US directors, as they pertain to ESG. This piece follows from a similarly commissioned report in 2019 looking at UK directors’ duties. The US memo looks specifically at the law of Delaware, and the PRI intends it to inform GPs whose investment team members sit on portfolio company boards.
    In this webinar, we will discuss the conclusions of the memo and what they mean for US GPs seeking to address ESG issues at their portfolio companies.

    Speakers include:
    Robert Eccles, Visiting Professor of Management Practice, Saïd Business School, University of Oxford
    William D. Regner, Partner, Debevoise & Plimpton
    Scott Zdrazil, Senior Investment Officer, LACERA
    Alison Fenton-Willock, Global Head of ESG, Blackstone
    Peter Dunbar, Senior Specialist, Investment Practices, PRI
  • What has COVID-19 taught the Private Banking Industry?
    What has COVID-19 taught the Private Banking Industry?
    Amy Lo (UBS Global Wealth Management), Ron Lee (Goldman Sachs), Vincent Chui (Morgan Stanley) Oct 6 2020 7:00 am UTC 60 mins
    "We are facing a human crisis unlike any we have experienced....[as our (sic)] social fabric and cohesion is under stress," were words from the mouth of UN Deputy-Secretary-General Amina J. Mohammed, at the very start of the crisis in April this year.

    Along with other financial institutions, private banks across the globe had little time or experience to react to the rapidly changing business and work environments to ensure as smooth a navigation as possible surrounding the impact of COVID-19, not only for their own institutions, but simultaneously for those of their clients. In this webinar, we explore fundamental questions:
    - How have private bank leaders changed their modus operandi during such challenging times?
    - How did they cope in informing their staff, maintaining morale and not only sustaining operations, but augmenting their services and products?
    - What lessons have been learnt and how will these experiences manifest in operational activity for the future?

    SPEAKERS
    - Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong Group Managing Director
    - Ron Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs
    - Vincent Chui, Chief Executive, Morgan Stanley Bank Asia Limited
  • Q4 Stock Market Outlook Webinar
    Q4 Stock Market Outlook Webinar
    David Sekera, Julie Utterback, Debbie Wang Oct 6 2020 3:00 pm UTC 60 mins
    Morningstar’s Q4 Stock Market Outlook: Identifying the Effects of COVID-19 and the Upcoming U.S. Election on the Healthcare Sector

    With markets on a roller coaster ride this year amid COVID-19 concerns and U.S. elections looming, where can you find value for your clients? Specifically, will potential U.S. policy changes derail healthcare stock prices?

    Morningstar's equity analysts estimate intrinsic values for more than 1,500 companies globally, using a rigorous discounted cash flow methodology and focus on long-term competitive dynamics. Our coverage breadth affords a unique bottom-up perspective on the value of the market.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join David Sekera, Chief U.S. Market Strategist, Julie Utterback, Senior Healthcare Analyst, and Debbie Wang, Senior Healthcare Analyst for a live, one-hour webinar.

    - In this continuation of our popular quarterly Market Outlook series, we’ll cover:
    - Key valuation context that will help you explain the stock market outlook to your clients
    - The current most undervalued sectors of the market and some of the most undervalued stocks
    - Our outlook for healthcare stocks with the U.S. elections right around the corner
  • Analytic landscape: Impact of COVID-19 and moving forwards
    Analytic landscape: Impact of COVID-19 and moving forwards
    Analytics team Oct 6 2020 8:00 pm UTC 60 mins
    Welcome remarks (10min)
    Update on ISD research & product
    Yield Book strategy & outlook

    Presenters
    • Arne Staal, Global Head of Product Management and Research, London Stock Exchange Group (LSEG)
    • Richard Burns, Global Head of Analytics, London Stock Exchange Group (LSEG)
    ___

    Reflection on 2020 product initiatives (5min)

    Presenter:
    Emily Prince, Global Head of Analytics Product Management, LSEG
    ___

    COVID-19 adjustments on Agency, Non-Agency and CMBS models in addition to enhancements on products and data (20min)

    • COVID-19 specific forbearance extension and payment deferral plans from GSEs and their impact on prepayment model
    • Partial claim and modification policy changes from FHA and pooling requirement changes from GNMA and their impact on prepayment model
    • Prepayment, Delinquency, Default, & Severity adjustments for Non-Agency and CRT
    • COVID-19 adjustments for agency CMBS models (V99)

    Presenters:
    - Hui Ding, Senior Agency RMBS Modeler, Director, LSEG
    - Aysegul Erdem, Head Securitized Product Management, Director, LSEG
    - Jake Katz, Non-Agency RMBS Modeler, Director, LSEG
    - Luke An Lu, CMBS Researcher & Modeler, Director, LSEG
    ___

    Panel Discussion: Reflecting on COVID-19 impact and investors outlook in 2021 (25min)

    Panelists:
    - Ilker Ertas, Head Securitized Products, Annaly Capital Management
    - Matthew Rodriguez, Portfolio Manager, Millennium Management
    • Moderator: Paul Morrissey, Head North American Broker-Dealer Client Relationships, LSEG

    Please join us on October 7th & 8th for more insights from industry experts:

    October 7: Analytic tools and rates: Non-Agency tools and the post-IBOR world
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-tools-and-rates-non-agency-tools-and-the-post-ibor-world/

    October 8: Analytic innovations: Securitized considerations as part of sustainable investing
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-innovations-securitized-considerations-as-part-of-sustainable-investing/
  • Morningstar’s 2020 Q4 US Stock Market Outlook
    Morningstar’s 2020 Q4 US Stock Market Outlook
    David Sekera, Julie Utterback, Debbie Wang Oct 7 2020 2:00 am UTC 60 mins
    Morningstar’s Q4 Stock Market Outlook: Identifying the Effects of COVID-19 and the Upcoming U.S. Election on the Healthcare Sector

    With markets on a roller coaster ride this year amid COVID-19 concerns and U.S. elections looming, where can you find value for your clients? Specifically, will potential U.S. policy changes derail healthcare stock prices?

    Morningstar's equity analysts estimate intrinsic values for more than 1,500 companies globally, using a rigorous discounted cash flow methodology and focus on long-term competitive dynamics. Our coverage breadth affords a unique bottom-up perspective on the value of the market.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join David Sekera, Chief U.S. Market Strategist, Julie Utterback, Senior Healthcare Analyst, and Debbie Wang, Senior Healthcare Analyst for a live, one-hour webinar.

    - In this continuation of our popular quarterly Market Outlook series, we’ll cover:
    - Key valuation context that will help you explain the stock market outlook to your clients
    - The current most undervalued sectors of the market and some of the most undervalued stocks
    - Our outlook for healthcare stocks with the U.S. elections right around the corner
  • The shifting axis of Asian Private WM & the devolution of global thinking
    The shifting axis of Asian Private WM & the devolution of global thinking
    Marc Van de Walle (Standard Chartered Bank), Benjamin Cavalli (Credit Suisse) Oct 7 2020 7:00 am UTC 60 mins
    2020 has forced global organisations to think differently about how they run their businesses effectively. Across Asia-Pacific, some of the ‘suppress and lift’ tactics provided an opportunity for domiciled businesses in the region to move more quickly to business as usual whilst their counterparts around the globe were in the early stages of dealing with the crisis and the economic consequences.

    In this webinar, we explore:
    - How has this led to Private Banks in Asia-Pacific benefiting from more localised thinking and regionalised decision making and how has performance compared to other regional hubs of those banks in Europe or North America?
    - What have banks in this region been able to do differently compared to their peers around the globe?
    - Has this experience changed the structural fabric of private banking institutions, in turn shaping what the Asia Pacific based Private Banks of the future will look like?

    SPEAKERS
    - Marc Van de Walle, Global Head, Wealth Management, Standard Chartered Bank
    - Benjamin Cavalli, Managing Director, Head of Private Banking South Asia and Singapore CEO, Credit Suisse
  • Global Fixed Income Performance and Insight: for investors in the Americas
    Global Fixed Income Performance and Insight: for investors in the Americas
    Robin Marshall, director of fixed income research, Global Investment Research, FTSE Russell Oct 7 2020 2:00 pm UTC 30 mins
    Bond markets adjust to the post-COVID regime

    Join our Global Investment Research webinar, in which we assess whether permanent changes in the structure of the global economy, after COVID-19, may prevent bond yields returning to pre-pandemic levels.

    During the webinar we will discuss the performance and macro-economic drivers of conventional, inflation-linked, corporate and MBS indexes across regions.

    Our analysis will be framed within the context of the bond market adjustment to the post-COVID regime, and will draw upon key findings from our October Market Maps "Fixed Income Insight" report.
  • Analytic tools and rates: Non-Agency tools and the post-IBOR world
    Analytic tools and rates: Non-Agency tools and the post-IBOR world
    Analytics team Oct 7 2020 8:00 pm UTC 60 mins
    Welcome remarks & key takeaways from day 1 (5min)

    Presenter:
    • Ming Xue, Head of Analytics Model Development, London Stock Exchange Group (LSEG)
    ___

    Non-Agency models and tools (20mins)

    • Enhanced data processing for CRT, Jumbo near Prime, and Non-QM & MSA Level HPA as a key economic driver

    Presenter:
    Jake Katz, Non-Agency RMBS Modeler, Director, LSEG
    ___

    Impact of IBOR migration (15 mins)
    · Overview of the impact of IBOR transition on the industry and Yield Book
    · Supporting the new risk-free rates: outlining recent developments
    · Commentary on future enhancements

    Presenters:
    - Mikhail Bezroukov, Analytics Product Manager, Rates & Credit Lead, LSEG
    - Sung Joon Moon, Quantitative Research Analyst, Director, LSEG
    - Seunghyeon Son, Quantitative Analyst, Director, LSEG
    ___

    Panel discussion: Reflecting on a post-IBOR world (20mins)
    Panelists:
    - Al Jugoo, Head of Clearing Solutions, SwapClear & Listed Rates, LCH
    - Ameez Nanjee, Vice President, Asset & Liability Management, Freddie Mac
    - Matthew Scott, Senior Vice President Trader; Head, Global Rates, Securitized Assets & Currency Trading, Alliance Bernstein
    • Moderator: Brian Organ, Relationship Manager, Senior Vice President, LSEG

    Please join us on October 8th for more insights from industry experts. October 6th replay is also available. Click here to view and register:

    October 6: Analytic landscape: Impact of COVID-19 and moving forwards
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-landscape-impact-of-covid-19-and-moving-forwards/

    October 8: Analytic innovations:Securitized considerations as part of sustainable investing
    https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-innovations-securitized-considerations-as-part-of-sustainable-investing/

    *Please note that no press is allowed for this event.
  • 2021 - The Year for the Greater Bay Area and Wealth Connect?
    2021 - The Year for the Greater Bay Area and Wealth Connect?
    François Monnet (Credit Suisse), Tan Siew Meng (HSBC Private Banking) Oct 8 2020 7:00 am UTC 60 mins
    The two-way cross-boundary Wealth Management Connect marks another important milestone for the Mainland’s capital account liberalisation after the Stock Connect and Bond Connect schemes. It represents a major breakthrough in Hong Kong’s offshore renminbi business development, and a significant step to foster closer financial cooperation in GBA” as spoken by Mr Eddie Yue, Chief Executive of the HKMA on June 29th 2020.

    How much progress has been made since reforms and responsibilities were outlined in the February 2019 master development plan for this prosperous and populous region, what opportunities await and how have industry participants been preparing to capture these?

    As one of the richest and most developed regions in China, the Greater Bay Area represents unprecedented private banking/wealth management and AUM gathering opportunities for Hong Kong SAR and its private banking industry.

    Are the banks ready and will 2021 finally be the year of the GBA and Wealth Connect?

    SPEAKERS
    - François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
    - Tan Siew Meng, Regional Head, HSBC Private Banking, Asia-Pacific
  • Canada Fixed Income Performance and Insight
    Canada Fixed Income Performance and Insight
    Presenter: Robin Marshall, Director of Fixed Income Research, Global investment Research, FTSE Russell Oct 8 2020 2:00 pm UTC 30 mins
    Will zero yields outlive Covid-19?

    Join our Global Investment Research webinar, for an assessment of whether permanent changes in the structure of the global and Canadian economies, after Covid-19, may prevent Canadian bond yields returning to pre-Covid levels.

    During the webinar, we will discuss the performance and macro-economic drivers of conventional, inflation-linked, and corporate BOND indexes. across regions.

    Our analysis will be framed by adjustment to the post-Covid regime, Drawing upon key findings from our October 'Canada Fixed Income Insight' report.

    Presenter: Robin Marshall, Director of Fixed Income Research, Global investment Research, FTSE Russell.
    Host: Paul Bowes, country manager and head of Canada, FTSE Russell
  • Analytic innovations:Securitized considerations as part of sustainable investing
    Analytic innovations:Securitized considerations as part of sustainable investing
    Analytics team Oct 8 2020 8:00 pm UTC 60 mins
    Welcome remarks & key takeaways from day 2 (5mins)

    Presenter:
    • Mikhail Shefter, Head of ISD Analytics Research, London Stock Exchange Group (LSEG)
    ___

    Sustainable investing within securitized markets (20mins)

    • ESG taxonomy in securitized
    • Green CMBS

    Presenters:
    - Katie Prideaux, Fixed Income Analytics Specialist, Sustainable Investment Lead, LSEG
    - Luke An Lu, CMBS Researcher & Modeler, Director, LSEG
    ___

    Panel Discussion: Sustainable investing (20mins)

    • Putting ESG into practice within securitized assets
    • Unique issues for the green CMBS market
    • Predatory lending and servicing behaviours through COVID-19

    Panelist:
    - John Bastoni, Vice President, Breckinridge Capital Management
    • Moderator: Maryse Gordon, Business Development Manager, LSEG
    ___

    Conclusion and takeaways (15mins)

    Presenter:
    • Sean Maloy, Head of Analytics Sales Team for the Americas, LSEG

    Thank you for joining this session.

    Click here to view the series:

    October 6:
    Analytic landscape: Impact of COVID-19 and moving forwards: https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-landscape-impact-of-covid-19-and-moving-forwards/

    October 7:
    Analytic tools and rates: Non-Agency tools and the post-IBOR world: https://yieldbookwebinarseries2020.brighttalk.live/webinar/analytic-tools-and-rates-non-agency-tools-and-the-post-ibor-world/
  • Where should investors be focusing in 2021?
    Where should investors be focusing in 2021?
    Jay Lee, Michael Wu, Phillip Zhong, Wing Chan (Morningstar Investment Management Asia Limited); Sebastian Enberg (APB) Oct 15 2020 7:00 am UTC 60 mins
    The past 12 months have tested the mettle of every professional investor and advisor around the globe. February’s unexpected market sell-off was followed by an even greater unexpected rebound in the months following. The dislocation between market indices and economic indicators remains a massive challenge for investors anticipating market adjustments and downside risk, whilst ensuring that growth opportunities are not missed.
    Research on COVID-19 vaccines meanwhile continues at breakneck speed, with hope to bring one to market soon so the global crisis can be eased and battered economies have a chance to recover.

    2020 was certainly not for the fainthearted, and 2021 doesn’t look to be any easier, so we invite you to join Asian Private Banker and Morningstar for an hour long live discussion with experts debating key themes that should be on top of investors’ agendas for 2021 including:

    - Overview of Covid-19 vaccines development and other treatments – the key to recovery
    - What is the outlook of real estate based on behavioural and structural changes caused by work from home arrangements and growth in online retail demand?
    - Asia Banks: Focusing on Long-Term Fundamentals
    - Is China onshore fixed income the panacea in a world of zero rates and flat yield curves?
    - How to pick the best onshore equity managers in Chinese A-shares?

    SPEAKERS
    - Jay Lee, Equity Analyst Morningstar Investment Management Asia Limited
    - Michael Wu, Senior Equity Analyst, Morningstar Investment Management Asia Limited
    - Phillip Zhong, Senior Equity Analyst, Morningstar Investment Management Asia Limited
    - Wing Chan, Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited
  • Avanzando la inversión responsable en LATAM y España: Q2 2020
    Avanzando la inversión responsable en LATAM y España: Q2 2020
    The PRI Oct 15 2020 3:00 pm UTC 75 mins
    El PRI organiza una serie de webinars que tienen como objetivo destacar mejores prácticas en Inversión Responsable para educar, inspirar y, en última instancia, elevar los estándares en toda la base de signatarios de América Latina y España.

    En esta ocasión contaremos con la participación de las siguientes organizaciones:
    Altamar Capital Partners (España): Noemí Garcia, Managing Director y Rocío Fernández, Managing Director & Partner
    Bice Inversiones (Chile): Tamara Palomo, Jefe de Inversiones Sostenibles
    Grupo Financiero Banorte (México): Mariuz Calvet, Directora de sostenibilidad e inversión responsable
    Santander Asset Management (España): Ana Rivero, Global Head of Investment Content and ESG
  • Data-Driven Advice on Marketing Yourself as a Financial Advisor
    Data-Driven Advice on Marketing Yourself as a Financial Advisor
    Heymika Bhatia, Karyn DeJong Oct 15 2020 3:00 pm UTC 60 mins
    The importance of marketing is common knowledge, but where’s the research supporting it?

    Earlier this year, Morningstar answered this question by surveying nearly 290 financial professionals about advisors’ practices, their client needs, their business development strategies, and their challenges. Join researcher Heymika Bhatia and Karyn DeJong, director of advisor product marketing, as they share insights about how financial professionals can better market themselves.

    In this webinar, explore:
    · Pain points keeping financial professionals from marketing themselves well
    · The importance of digitization as well as personalization
    · Opportunities for financial professionals to expand their practice
  • Sustainable Investing and Canadian Policy
    Sustainable Investing and Canadian Policy
    Morningstar Canada Oct 15 2020 6:00 pm UTC 60 mins
    In July this year, the Taskforce for Modernization of Ontario’s Capital Markets, commissioned by the Ontario Minister of Finance, released broad-sweeping proposals on regulatory change – many of which dealt with enhanced proxy voting rules, board diversity, and issuer environmental, social and governance (ESG) disclosures. These issues are increasingly relevant in 2020, as society and investors demand more – from governments, law and policy makers, and yes, from investments. Individual and institutional investors continue look past financial results to ESG factors, to both generate alpha, and manage risk.


    Join us as we discuss advice, policy and money management at a time when increasingly, money means more than returns.
    • How is Canada stacking up in the regulatory regime?
    • Why now? Have recent events acted as a catalyst?
    • How should ESG investors be thinking about Canadian energy?
  • The Road to Cashless: Legal framework for digital assets in the Philippines
    The Road to Cashless: Legal framework for digital assets in the Philippines
    Jay-r C. Ipac, Senior Associate, Divina Law Oct 19 2020 6:00 am UTC 45 mins
    The speaker will discuss the evolving legal framework for digital assets in the Philippines, including discussions on:

    E-money vs cash. The Philippine central bank has issued the regulatory framework for e-money transactions more than a decade ago. But before the covid-19 pandemic, cash is still king in most commercial and government transactions. The speaker is going to discuss how the pandemic is forcing the government and the public to embrace e-money transactions and discuss some notable initiatives that are taking place in that direction in the Philippines.

    Virtual currencies, virtual assets and digital assets. Virtual currencies officially got Philippine central bank recognition in 2017. From them on, the Philippine central bank together with the Philippine securities regulator, among other agencies, have been very actively involved in creating or attempting to create legal frameworks that would govern activities and transactions involving or surrounding virtual currencies, virtual assets and digital assets. The speaker is going to discuss these legal developments and how the Philippine government attempts to spur a favorable investment climate for activities relating to virtual currencies, virtual assets and digital assets.

    Blockchain: a solution in search of a problem? From the beginning, there has been a lot of hype about blockchain technology and how it is supposed to be the answer to a lot of problems; but more often than not, the hype has failed to deliver. But that might be about to change. The speaker will share some of the most notable financial use-case of blockchain in the Philippines and how these financial use cases provides more than a glimmer of hope to the future of blockchain the Philippines.
  • Blockchain Modules Power the "BoAT"
    Blockchain Modules Power the "BoAT"
    Karl J. Weaver, Global Biz Dev Director - (BoAT - Blockchain of AI Things), aitos.io Oct 20 2020 12:00 am UTC 60 mins
    aitos.io is a stealth embedded software security startup for the integration of IoT and Blockchain ecosystems to offer trusted identity authentication and data privacy preserving computational protection for the integrity of data originating and refined at the edge.

    All trust starts with securing the data at the source of collection, from the sensor to the module to the gateway and then to the cloud. aitos.io has partnered with 9 major cellular IoT module manufacturers and two global mobile network operators to promote the concept of a "Blockchain Module" with our "BoAT" or Blockchain of AI Things SDK middleware framework for the protection of data from the collection source. aitos.io plans to make our "BoAT" SDK the defector standard for protection of data at the source and actively partnering with virtual use cases, global MNOs, Cloud service providers and many IoT device manufacturers to realize the importance of protecting data and integrating IoT with the Blockchain for the integrity of trusted data.

    Karl J. Weaver 魏卡爾
    Global Biz Dev Director - (BoAT - Blockchain of AI Things)
    aitos.io 摩联科技

    Karl J. Weaver is a bilingual-Mandarin speaking, senior wireless industry, mobile payments & device security executive in the smart card/semiconductor sectors. He joined aitos.io in February, 2020 as Global Business Development Director, based in Shanghai. Aitos.io supplies an SDK embedded into cellular IoT modules to allow Apps & services to directly run on the Blockchain with trusted identity and data privacy.
  • Difficulties of using Blockchain Tech for your Fintech Market
    Difficulties of using Blockchain Tech for your Fintech Market
    Karnika E. Yashwant (Mr. KEY), Founder & CEO, KEY Difference Media Oct 20 2020 4:00 am UTC 45 mins
    Blockchain Tech has numerous applications in the fintech space, but comes with unavoidable challenges and difficulties like in any area of life and business. We will review the top difficulties and explore potential solutions during this webinar to help you make a decision for your own business.