Hi [[ session.user.profile.firstName ]]

Finding your path in the upcoming ESG regulations

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
Recorded Sep 29 2020 53 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Morningstar and Sustainalytics
Presentation preview: Finding your path in the upcoming ESG regulations
  • Channel
  • Channel profile
  • Manage Models with Morningstar® Total Rebalance Expert® May 11 2021 5:00 pm UTC 60 mins
    Ryan Meredith
    Manage Models with Morningstar® Total Rebalance Expert®
  • Submitting Diversity Datasets in IDM May 4 2021 3:00 pm UTC 60 mins
    Morningstar
    The demand for transparency around workforce diversity and other environmental, social, and governance (ESG) considerations are on the rise. Investors see diversity as an opportunity—they see firms with diverse ownership as better long-term investments. By partnering with us, asset managers are investing in an independent voice that can accurately assess investments for investor success.

    Join us on April 29th at 10 am CDT as Morningstar product managers explain how to submit your diversity data to Morningstar’s Institutional Data Manager and how our growing database can help you empower investor success.
  • The Impact of Alternative Funds in Your Portfolios Apr 29 2021 8:30 am UTC 30 mins
    Matias Möttölä & Francesco Paganelli - Manager Research Team, Morningstar
    Recent years have been challenging for European liquid alternative funds. Returns have disappointed, and the complexity of these products as well as the continuous line-up churn within the space have added to investors’ headaches. As a result of this confusion, investors have retreated from the sector, causing outflows and fund closures.
    To help investors better grasp how these funds can serve as a part of diversified portfolios, Morningstar is introducing several changes to its alternative categories. In this webinar, we will see what an alternative investment strategy involves and why Morningstar is making the changes to its alternative categories, as well as the impact of these changes.
  • Providing Greater Transparency into Gender Diversity Policy and Practice Apr 28 2021 2:00 pm UTC 60 mins
    Diana van Maasdijk & Rob Edwards
    As goal #5 of The United Nations Sustainable Development Goals states, “Gender equality is not only a fundamental human right, but a necessary foundation for a peaceful, prosperous and sustainable world.“
    ESG investing has gone mainstream. As gender diversity becomes a key component of ESG initiatives, many investors look to become better informed when making their investment decisions. Join Morningstar and Equileap as they cover the latest global trends in gender diversity policy and practice among companies, as well as the methodology to build gender diversity indexes, allowing investors to have exposure to companies exhibiting strong gender diversity efforts.
  • Morningstar’s Approach to Gender Lens Indexing & ESG Portfolio Analysis Apr 27 2021 6:00 am UTC 60 mins
    Elle Kuhta, Product Manager, Indexes and Robert Edwards, Senior Investment Product Manager
    ESG investing has been going mainstream. Gender diversity is one of the key ESG topics of focus and is an area that has been rapidly growing in popularity with investors. This webinar will first discuss ESG investing trends and the role gender diversity plays. Next we will cover how Morningstar Indexes has partnered with Equileap, a leading gender equality data and insights provider, to build the new Morningstar Gender Diversity Index Family. You will also learn more about Morningstar’s robust family of ESG Indexes, as well as the data that went into creating them. Finally, you will get insights on the available tools within Morningstar Direct to do in-depth ESG Portfolio analysis.

    In this webinar, we will cover:
    - How to evaluate the ever-growing market of gender lens products
    - Morningstar & Equileap’s differentiated approach to Morningstar Gender Lens Indices
    - Understanding Morningstar and Sustainalytics overall ESG Index capabilities
    - How Morningstar Direct can be utilized to do company and portfolio level ESG research
  • How Firms are Implementing CFR Requirements Apr 22 2021 6:00 pm UTC 60 mins
    Morningstar Canada
    By the end of this year, advisory firms must comply with the principles-based guidelines around KYC, KYP, and suitability. The deadline to implement these regulator-mandated client focused reforms is fast approaching, and firms must adopt new processes and technologies to ensure adherence. How are they doing it? Join us for the second Morningstar Executive Forum of 2021, as we discuss the challenges and opportunities that firms must navigate.

    Panelists:

    Sarah Asals, Compliance Manager, MFDA

    Anthony Giglio, VP, Wealth CFR Transformation, TD Wealth

    John O'Donnell, Compliance Manager, MFDA

    Susan Silma, Head, Risk and Regulatory Practices, Sun Life Financial Investment Services

    Moderator: Ian Tam, Director of Investment Research, Morningstar Canada
  • Investing in Times of Climate Change - A Global View Apr 21 2021 2:00 pm UTC 30 mins
    Morningstar
    Climate change is an already wreaking havoc on Earth's natural systems putting her inhabitants under such extreme stress that we are heading into the 6th mass extinction event. Caused by the swift and devastating loss of biodiversity due to deforestation, urbanisation and farming investors are waking up to this emergency. Globally, regulators are also ratcheting up efforts to combat climate change and the investment indsutry is responding in kind with more disclosure and more ambitious targets.

    In this webinar, we will take a global view assessing climate-aware investment products from EMEA, the United States, Canada and Asia Pacific and learn about the latest trends and insights in order to help climate-aware investors navigate the expanding array of options avaiable to them globally.

    Presented by:
    Elizabeth Stuart, Analyst, Sustainability Research, EMEA
    Hortense Bioy, Director, Sustainability Research, Global Manager Research
    Masa Krzic, Product Manager, Direct, EMEA
  • Optimize Trading with Morningstar® Total Rebalance Expert® Apr 20 2021 4:00 pm UTC 60 mins
    Ryan Meredith
    Morningstar® Total Rebalance Expert® enables advisors to globally monitor, manage and rebalance client portfolios with a focus on tax efficiency. In this webinar, we will discuss how to:

    • Monitor and rebalance by identifying clients who are off-target and automate tax-sensitive trades
    • Meet clients’ liquidity needs by managing cash holdings to find opportunities to invest or sell
    • Maximize tax burdens by practicing tax gain or loss harvesting for optimal client performance
  • 過剰な分配金の副作用~ 米国Morningstarの「Income Analysis」データ系列を用いた分析 Apr 20 2021 6:00 am UTC 75 mins
    Hiroaki Sato, Associate Director, Manager Research & Koh Tanaka, Customer Success Manager, Direct
    今回のウェビナーでは、ファンドが投資先証券から得られる収益を超える過剰な分配金を払い出すことがもたらすリスクについてご説明いたします。米国Morningstarの「Income Analysis」データ系列を用いて日本籍追加型株式投信を分配頻度別や資産クラス別に分析した結果、毎月分配型ファンドは、元本を取り崩しながら分配金を払い出していること、分配頻度が少ないファンドに比べて分析対象期間において投資成果が相対的に劣後していたこと、分配額が年々低下していたこと、等が判明いたしました。分析結果は高水準の分配の持続可能性について疑問の余地があることを示唆しており、投資家はファンドの分配水準に惑わされることなく、投資目的に照らして冷静にファンドを選定するべきであると考えております。
    また、ウェビナーではMorningstar Directのデモンストレーションにより、「Income Analysis」データ系列もご紹介いたします。 (Directユーザーに限らずどなたでもご参加頂けますので、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して申し上げております。

    【 ご提供いただく個人情報等の扱いについて 】 本案内に記載のWebinarへのご参加登録をされた場合、ご提供いただいた個人情報は、当社の「個人情報保護方針」に基づき、次の目的のために利用いたします。(1)本件Webinar申込の対応、(2)当社・関連会社・提携会社主催セミナー案内状送付等、(3)当社・関連会社・提携会社の金融商品等の勧誘・販売・サービスの案内や会社の紹介。ご参加登録をされた方は以上の点をご了解いただいたものとみなさせていただきますので、あらかじめご了解のうえ、ご参加のご登録をお願いいたします。

    また、ご提供いただいた個人情報につきましては、当社の「個人情報保護方針」に基づき、細心の注意を払って取扱いいたします。当社の「個人情報保護方針」は、当社ホームページに掲載しておりますので、あらかじめご確認をお願いいたします。

    http://www.ibbotson.co.jp/

    当資料はイボットソン・アソシエイツ・ジャパン株式会社の著作物です。イボットソン・アソシエイツ・ジャパン株式会社の承諾なしの利用、複製等は損賠賠償、著作権法の罰則の対象となります。Morningstarの商号、ロゴはMorningstar, Inc.の商標登録です。Morningstarから事前の書面による承諾がない限り、当資料の一部あるいは全ての複製ならびに再配布等の使用はできません。
  • Is there a price to be paid for ESG investing? Recorded: Apr 15 2021 93 mins
    Panel led by Hortense Bioy, Director, Sustainability Research, Global Manager Research, Morningstar
    With a growing awareness around sustainability issues and accelerating regulatory developments in Europe, sustainable finance is one of the most significant talking points of our time.

    But what does sustainability investing mean for stakeholders and what are the resulting challenges? What’s more, what kind of impact does this have on a company’s mid to long-term strategy as well as its short-term profitability?

    By bringing together representatives from the regulatory side, the financial industry, the non-financial industry and an independent advisory firm, we aim to take a closer look at the consequences for the corporate world and answer a key question - is there a price to be paid for investing in ESG companies?

    Join six well-known speakers in their live panel discussion about ESG:
    • Franziska Barmettler, Head of Sustainability IKEA, Switzerland
    • Gianluca Cantalupi, Global Head of Reputational, Sustainability and Climate Risk, Credit Suisse
    • Michael Jantzi, Founder of Sustainalytics
    • Martha Oberndorfer, Member of ESMA SMSG
    • Stephan Geiger, Head of Sustainable Finance Ernst & Young, Switzerland
    • John Scott, Head of Sustainability Risk, Zurich Insurance Group

    This event is a joint event organised by Morningstar and Swiss Risk Association. It be hosted by Hortense Bioy, Director, Sustainability Research, Global Manager Research at Morningstar.

    This event is a joint event organized by Morningstar and Swiss Risk Association.
  • Financial Planning: Accurately Measuring Risk Tolerance Recorded: Apr 14 2021 40 mins
    Thomas Aviles
    Morningstar is increasingly investing in financial planning tools to aid in your risk tolerance assessment. In spring 2020, Morningstar announced the acquisition of PlanPlus Global, which included FinaMetrica’s advanced risk profiling system. We are now pleased to announce Morningstar Advisor Workstation will be upgrading to FinaMetrica as the new Morningstar standard risk tolerance questionnaire (RTQ) within the Investment Planning Tool replacing the current RTQ. Join Thomas Aviles, Vice President of Business Development- Financial Planning, for an overview and demonstration of the Risk Tolerance Questionnaire of the enhanced workflow and output.
  • Vivek Rege on how to build a niche practice Recorded: Apr 14 2021 65 mins
    Vivek Rege, founder of V R Wealth Advisors
    Given the hyper competitive market, saying no to prospects who do not fit your ‘ideal client’ profile is always difficult. But catering to all types of clients who do not match your wavelength can also put a strain on your resources. Globally, many advisers operate niche advisory firms catering to clients from different professions/background such as sports, entertainment, technology, law, techies and so on.

    •Can you build a niche practice in India?
    •Does building a niche practice lowers your business growth prospects?
    •What are the benefits of building a niche practice?

    To answer all these questions, Vivek Rege, founder of V R Wealth Advisors, will talk about his ideal clients, share tips about building a niche practice and its benefits.
  • Morningstar’s Q2 2021 US Stock Market Outlook Webinar – APAC Edition Recorded: Apr 13 2021 73 mins
    Dave Sekera, Preston Caldwell, Travis Miller
    Economic normalization is on the horizon and getting closer every day. With equities bouncing around their all-time highs, are there areas that still offer value for your clients? Which sectors and categories remain undervalued, and which are overvalued?

    Morningstar’s outlook for the U.S. economy is now stronger than before the pandemic. In our market outlook, we utilize a bottom-up perspective on the value of the market. By leveraging the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we identify where we see value today.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Travis Miller, Equity Strategist for Utilities, 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
    • Provide an update regarding our recently increased economic outlook for the U.S.
    • Review our outlook for utilities stocks and highlight several undervalued picks
  • Morningstar’s Q2 2021 U.S. Stock Market Outlook - US/EMEA/CAN Edition Recorded: Apr 12 2021 61 mins
    Dave Sekera, Preston Caldwell, Travis Miller
    Morningstar’s outlook for the U.S. economy is now stronger than before the pandemic. In our market outlook, we utilize a bottom-up perspective on the value of the market. By leveraging the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we identify where we see value today.

    To learn how to help your clients understand current market valuations and identify pockets of opportunity, please join Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Travis Miller, Equity Strategist for Utilities, 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

    - Provide an update regarding our recently increased economic outlook for the U.S.

    - Review our outlook for utilities stocks and highlight several undervalued picks
  • Utilizing Model Portfolios with Morningstar Direct: Asset Managers Recorded: Apr 8 2021 50 mins
    Laura Lutton and Katie Beard
    As model portfolios become more accessible and reputable, and more advisors look to outsource their investment management, asset managers can capitalize on “model mania” by building model portfolios that properly manage risk and return.

    Join us on April 8th, where Laura Lutton, Head of Customer Solutions-Asset Management and Katie Beard, Customer Success Manager, will explain how to empower your team when navigating the models landscape and how Morningstar Direct can aid in your model portfolio construction.

    In this webinar, you’ll learn:
    - How to submit your model portfolio data set to Morningstar
    - Best practices for benchmarking and competitive analysis amongst models
    - Best practices for reporting on models within Presentation Studio and Report Portal
  • Building Model Portfolios within Morningstar Direct Recorded: Apr 7 2021 39 mins
    Elisa Payne
    Interest in model portfolios has spiked as financial advisors are pressured to do more with less. Model portfolios are a useful tool that can help advisors think strategically about portfolio management and help achieve scale to better serve their clients.

    Join us on April 7th where Elisa Payne, Customer Success Manager, will demonstrate the value of model portfolios for advisors. In this webinar you’ll learn:

    - How to build model portfolios within Morningstar Direct
    - How to analyze a model based on risk and return
    - Best practices for reporting on models within Presentation Studio
  • Morningstar Fund Awards 2021 Chile Recorded: Mar 31 2021 41 mins
    Fred Skwara, Mauricio Espinoza, Edgar Guerra
    Realizada en treinta países, la exclusiva premiación de Morningstar, una de las empresas de análisis de inversiones independientes más grandes del mundo, reconoce al mejor fondo mutuo de cada una de las 7 categorías evaluadas, y a la/las gestoras de fondos que han aportado más valor a los inversionistas.
    Este evento está direccionado a toda la industria chilena de inversiones, como AGFs, AFPs, Bancas Privadas, Corredoras y Family Offices.
  • Guide to Robust Fund Selection Recorded: Mar 30 2021 64 mins
    Kaustubh Belapurkar, Director of Manager Research, Morningstar Investment Adviser India Pvt. Ltd.
    While it is acknowledged that Asset Allocation plays a major role in shaping investor portfolios, fund selection plays an equally important role in ensuring the portfolio objectives are achieved. Fund selection is neither pure science nor purely an art. The answer lies somewhere in between. Building a robust fund selection framework through a rigorous quantitative shortlisting tool must be augmented with a thorough qualitative analysis to pick funds.

    In this Webinar we will discuss the various facets of fund selection
    •Building quantitative fund selection models to evaluate and shortlist funds using various parameters based on risk-return, portfolio diversity, liquidity, credit, etc
    •Evaluating funds for assessing their inherent management style and consistency with which the process has been applied
    •Understanding Performance Attribution & Factor Profiles of funds
    •Achieving true diversification in portfolios
  • 晨星 (中国) 2021 年度基金奖 (Morningstar Awards China 2021) Recorded: Mar 30 2021 30 mins
    夏小华,晨星中国区总经理 & 王 蕊,晨星中国基金研究总监
    晨星年度基金奖旨在基于全球投资者利益的角度,确定并表彰过去一年以及中长期业绩表现最杰出的基金和基金经理。

    基于风险调整后收益,晨星基金研究团队对2020以及更长期限中表现最突出的基金经理给予肯定。请于加入我们,一起来为获奖基金经理所取得的杰出表现而庆祝。

    发言嘉宾
    • 夏小华,晨星中国区总经理
    • 王 蕊,晨星中国基金研究总监

    Join us as we celebrate the outstanding achievements of fund managers, where our Manager Research team recognizes those that have delivered the greatest outperformance, on a risk-adjusted basis, in 2020 and over the longer-term.
  • Morningstar Awards Malaysia 2021 Recorded: Mar 25 2021 25 mins
    Morningstar: Nick Cheung, Wing Chan, William Chow
    The annual Morningstar Awards Malaysia identifies and acknowledges the year’s most exceptional funds and fund managers for the benefits of investors worldwide. Awards are announced throughout the year across Europe, Asia, Africa, and the Americas, honoring managers that have added the most value for investors.

    Join us as we celebrate the outstanding achievements of fund managers, where our Manager Research team recognizes those that have delivered the greatest outperformance, on a risk-adjusted basis, in 2020 and over the longer-term.
Morningstar Research & Solutions
Morningstar Research & Solutions

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Finding your path in the upcoming ESG regulations
  • Live at: Sep 29 2020 2:00 pm
  • Presented by: Morningstar and Sustainalytics
  • From:
Your email has been sent.
or close