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Deep Dive Into ESG Ratings and Scores

Morningstar & CFA Institute

As the importance of environmental, social and governance (ESG) factors continues to grow in the investment sphere, investors place a greater emphasis...

2 months ago 59 mins

Introducing the Morningstar Medalist Rating

Jeff Ptak, CFA, Morningstar Research Services LLC, Lee Davidson, CFA, Morningstar Research Services LLC

On May 2nd, 2023, Morningstar will unite its two forward-looking managed investment ratings – the Morningstar Analyst Rating and the Morningstar Quant...

7 months ago 62 mins

TB Amati Strategic Metals Fund Update

George Lequimes, Mark Smith

On Wednesday 19 April at 11am Georges Lequime & Mark Smith will be offering a portfolio update following the 2nd year anniversary of the fund. We w...

5 months ago 47 mins

Frontline Perspectives: Investment Fund Debt Outlook 2023

Lisa Kwasnowski, Jerry van Koolbergen

DBRS Morningstar’s 2023 outlook on investment fund debt is uncertain given the strong negatives and positives that are likely to affect investment fun...

8 months ago 15 mins

Understanding Morningstar Sustainability Ratings

Kaustubh Belapurkar, Morningstar

At a time when ESG considerations are increasingly part of investment and portfolio construction decisions, there is a need among fund managers to com...

2 years ago 58 mins

2022 Credit Outlook: Investment Fund Debt – Rating Methodology and Outlook

Jerry van Koolbergen & Lisa Kwasnowski

The demand for direct lending funds and other vehicles that invest in middle market loans has increased, as banks have pared back lending to the secto...

2 years ago 47 mins

Operational fund governance in Ireland at a time of international crisis

Pat Lardner, Irish Funds; Yvonne Connolly, Carne Group; Philip Dempsey, Sanne Group; Rachel Turner, BNY Mellon

Following the 2008 financial crisis, firms allocated considerable resource to meet regulators’ requirements. As well as giving consumers greater prote...

3 years ago 49 mins

Product Governance Risk: Navigating one of the most common ESG issues

Tiffany Flaherty, Kristoffer Inton

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? Join Morningstar Sustainalytic...

3 months ago 42 mins

Is the time ripe for ESG Hedge Funds?

Leo Dee, CEO, Chesed Research

2020 has seen a dramatic increase in ESG fund investments, but the holy grail of an ESG hedge fund sector has yet to emerge. Is now the time? This we...

3 years ago 40 mins

Defaqto CPD - A differentiated approach to income by Downing Fund Managers

James Lynch, Fund Manager at Downing LLP, Kevin Addison, Head of Sales & Distribution at Downing LLP, Paul Tinkler, Defaqto

This is the fourth webinar from our series replacing Defaqto April Roadshows focusing on income. In this webinar, James will: - The challenges facing...

3 years ago 45 mins

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