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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
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Presented by
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Presentation preview: Finding your path in the upcoming ESG regulations

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  • La planification financière après le COVID-19 Nov 17 2020 7:00 pm UTC 60 mins
    Morningstar Canada
    Le marché baissier du COVID-19 marquera peut-être l’un des moins douloureux jamais enregistrés, d’une durée totale de 120 jours ouvrables, assorti d’une perte maximale d’environ 34 %. Mais aussi bref qu’il ait pu être, tant qu’il a duré, les investisseurs ont dû faire face à beaucoup de volatilité et de turbulences. Cela a incité de nombreux clients à penser à leur avenir et à leur plan financier, suscitant par la même occasion des réflexions sur l’avenir de l’industrie de la planification financière au Canada, non seulement en matière d’investissement, mais également sur la nature même des services rendus aux clients. Joignez-vous à notre panel d’experts pour une discussion stimulante sur les sujets suivants :
    • Comment parler aux clients lorsque le plan financier est l’objectif à atteindre
    • Comment instaurer un climat de confiance et créer des liens par le biais de conseils virtuels, et comment les outils se sont adaptés à des besoins changeants.
    • L’évolution de la réglementation canadienne dans les domaines du meilleur intérêt et de la pertinence, et l’efficacité de cette réglementation en période de turbulence.
    • L’efficacité de nos techniques de modélisation du risque pour guider la construction de portefeuille dans une conjoncture de cygne noir.
  • Financial Planning post COVID-19 Nov 12 2020 7:00 pm UTC 60 mins
    Morningstar Canada
    The COVID-19 bear market may have gone down in history as one of the least painful on record, lasting a total of about 120 trading days with a maximum drawdown of about 34%. But short though it may have been, while it was on, investors had to deal with plenty of volatility and turbulence. This triggered many clients to think about their future and their financial plans, which in turn has prompted thoughts on the future of the financial planning industry in Canada, not just in terms of investments, but the very nature of how clients are serviced. Join our expert panel for a thought-provoking discussion on:

    • How to talk to clients when the financial plan is the goal
    • Establishing trust and building relationships through virtual advice, and how tools have evolved to meet changing needs
    • Navigating evolving Canadian regulations around best interest and suitability and their effectiveness during turbulent times
    • How effective our risk modelling techniques were as a guide to portfolio construction in the midst of a black swan event
  • 모닝스타 디렉 Fixed Income Enhanced Analysis를 이용한 채권포트 분석 Oct 29 2020 5:00 am UTC 75 mins
    Janet Chang, Customer Success Manager
    모닝스타가 귀하를 "모닝스타 디렉 Fixed Income Enhanced Analysis를 이용한 채권포트 분석"에 관한 라이브 웨비나에 초대합니다.

    모닝스타에서 보유종목 데이터베이스를 기반으로 최근 출시한 Fixed Income Enhanced Analysis(FIEA)툴을 이용해 채권펀드를 분석하는 방법을 알려드립니다. FIEA를 이용하면 신용등급, 듀레이션을 비롯한 11가지 속성들을 동시에 교차 분석 할 수 있으며 실제 보유 종목 레벨까지도 드릴다운이 가능해 해당 포트폴리오가 어떤 리스크에 노출되어있는지 심도있는 분석이 가능합니다.

    [워크샵 개요]
    1. 디렉에서 제공하는 다양한 채권 펀드 분석 데이터 소개
    2. FIEA툴을 이용한 채권 펀드 분석
    3. 채권 펀드 분석 리포트 작성

    언어: 한국어

    조만간 웨비나에서 뵙겠습니다.

    감사합니다.
  • Building Client Relationships with Bespoke Reporting Recorded: Oct 22 2020 54 mins
    Brandon Krisko
    Communicating value to clients can be a challenge. 72% of investors want advisors to provide investment reports that are easy to understand, yet 64% of advisors cite communicating their value to clients as a major pain point.

    In this webinar, join Brandon Krisko, Customer Success Manager, to learn how you can use Morningstar’s reporting solutions to bridge the gap.

    You will learn how to:
    • Communicate complex information with ease to improve your client experience
    • Create custom reports, factsheets, and presentations that promote your business and share your brand
    • Optimize your report data integrity
  • 線上研討會: Morningstar Direct - ESG 分析 Recorded: Oct 22 2020 67 mins
    Rossi Li, Customer Success Manager
    歡迎報名Morningstar Direct線上研討會, 了解關於Morningstar Sustainability Rating及ESG相關數據點。您可以增進ESG基金分析及篩選的能力。

    透過這次線上研討會,您將會認識到:

    • 晨星如何評鑑ESG基金 – Morningstar Sustainability Rating
    • 如何識別低碳基金 – Low Carbon Designation
    • 基金是否投資爭議性產業? 例如賭博, 菸酒公司等
    • 如何瀏覽晨星ESG 研究報告
    • 如何利用Morningstar Direct 篩選ESG基金

    本課程將以中文(普通話)授課。
  • Screening for Success with Morningstar’s Ratings Recorded: Oct 21 2020 54 mins
    Lee Davidson, Head of Quantitative Research
    For 35+ years, Morningstar has sought to provide transparent and independent analysis that empowers investor success. Our proprietary ratings are a core example of this, as they deliver a clear, understandable presentation of potential impact to the end investor. In this webinar, attendees will learn from Lee Davidson, head of quantitative research, on how they can use our ratings to enhance the investment selection process.

    In this webinar, you will learn:

    - About the Morningstar Quantitative Rating, which uses a machine-learning model to rate funds
    - See the difference between the Morningstar Quantitative Rating and Morningstar Analyst Rating
    - Understand when to use the Morningstar Rating
    - Invest in a sustainable future with the Morningstar Sustainability Rating
  • Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct Recorded: Oct 21 2020 61 mins
    Johnathan Lim, Customer Success Manager
    Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios?

    In this webinar, we will show you how to leverage Morningstar Direct and:

    - Use Scorecard tools to find the best funds according to your criteria
    - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions
    - Import from Excel to automate your process in creating model portfolio

    We hope you can join us.
  • Turbulence and Investor Voice in 2020 Recorded: Oct 20 2020 59 mins
    Morningstar
    A live one-hour session hosted by Jon Hale, Morningstar’s Head of Sustainable Investing Research, and Gabriel Presler, Morningstar’s Director of Sustainable Strategy.

    This quarterly series will provide an overview of Morningstar’s ESG outlook and will explore developments in the field. We’ll be joined by guest speaker Jackie Cook, Morningstar’s Director of Sustainable Stewardship Research, for a conversation around engagement and proxy voting. Why does proxy voting make a difference? What are some of the important issues to emerge in 2020? How are the largest investment companies/fiduciaries voting on these issues? What changes/new developments will we see in 2021?

    In this session, we will cover:
    • An overview of the ESG landscape, fund performance and flows
    • Developments in the Field
    • Engagement and Proxy Voting
  • Sustainable Investing and Canadian Policy Recorded: Oct 15 2020 61 mins
    Morningstar Canada
    Please join us for this virtual event where our distinguished panelists will discuss:

    • 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?

    Panelists
    • Melanie Adams, VP & head, corporate governance & responsible investment, RBC Global Asset Management
    • Michael Jantzi, founder of Sustainalytics, a Morningstar company
    • Robert Walker, chair, ICGN & principal, LVC Strategies, Canada

    Moderator: Ian Tam, director of investment research, Morningstar Canada
  • Data-Driven Advice on Marketing Yourself as a Financial Advisor Recorded: Oct 15 2020 56 mins
    Heymika Bhatia, Karyn DeJong
    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
  • Passive Sustainable Funds: The Global Landscape 2020 Recorded: Oct 14 2020 33 mins
    Alex Bryan, Director, Manager Research; Kenneth Lamont, Senior Analyst, European Manager Research
    Sustainable investing has gathered impressive momentum globally. Assets have poured into sustainable funds, which now control a record $1.06 trillion globally as of the end of June 2020. This figure has more than doubled over the trailing three years.

    In this webinar, we will assess the global landscape of passive sustainable funds to illuminate the choices currently available to investors globally. We will focus on the two regions where these funds have seen the greatest adoption, Europe and the United States.

    Presented by:
    Alex Bryan, Director, Passive Strategies, Manager Research
    Kenneth Lamont, Senior Analyst, Passive Strategies, European Manager Research
  • Morningstar Equity Style Box Update & Impact on Users Recorded: Oct 13 2020 47 mins
    Paul Justice, Luke Niederpruem
    Morningstar announced upcoming enhancements to its Equity Style Box. As a client who utilizes the Equity Style Box, we invite you to a live one-hour webinar where our Data Director will outline the updates to our Morningstar Equity Style Box and how it will provide you, and investors, more frequent, improved data that is in line with economic expectations.

    Join Paul Justice, Data Director, Global Fund Data, and Luke Niederpruem, Data Content Specialist, Fund Data Methodology for a live, one-hour webinar in anticipation of the upcoming Morningstar Equity Style Box enhancements.

    This webinar will include:
    • An overview of the updates we’re making to the methodology for the Morningstar Equity Style Box
    • Our analysis of the impact of this methodology change
    • Time to answer questions
  • Morningstar’s 2020 Q4 US Stock Market Outlook Recorded: Oct 7 2020 66 mins
    David Sekera, Julie Utterback, Debbie Wang
    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
  • Morningstar’s 2020 Q4 US Stock Market Outlook Recorded: Oct 6 2020 60 mins
    David Sekera, Julie Utterback, Debbie Wang
    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
  • Finding your path in the upcoming ESG regulations Recorded: Sep 29 2020 53 mins
    Morningstar and Sustainalytics
    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
  • MorningstarのESGの取り組みとソリューション Recorded: Sep 29 2020 60 mins
    Shoko Nakagawa - Sales Specialist, Koh Tanaka - Customer Success Manager
    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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  • Examining Up-And-Coming and Under-the-Radar Investment Strategies Recorded: Sep 24 2020 51 mins
    Nicholas Goralka, Alex Bryan & Benjamin Joseph
    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 Recorded: Sep 24 2020 67 mins
    Jack Musgrave
    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.
  • Deep Dive on Presentation Studio in Morningstar Direct Recorded: Sep 24 2020 65 mins
    Kristopher Leung, Senior Customer Success Manager
    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 Recorded: Sep 23 2020 56 mins
    Matt Radgowski
    Strengthening the Advisor Workflow for Regulation Best Interest
Morningstar Research & Solutions
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  • Live at: Sep 29 2020 2:00 pm
  • Presented by: Morningstar and Sustainalytics
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