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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
Live online Sep 29 2:00 pm UTC
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Presented by
Morningstar and Sustainalytics
Presentation preview: Finding your path in the upcoming ESG regulations

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  • Sustainable Investing and Canadian Policy Oct 15 2020 6:00 pm UTC 60 mins
    Morningstar Canada
    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?
  • Data-Driven Advice on Marketing Yourself as a Financial Advisor Oct 15 2020 3:00 pm UTC 60 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
  • Morningstar’s 2020 Q4 US Stock Market Outlook Oct 7 2020 2:00 am UTC 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
  • Q4 Stock Market Outlook Webinar Oct 6 2020 3:00 pm UTC 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 Sep 29 2020 2:00 pm UTC 45 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 Sep 29 2020 6:30 am UTC 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

    【 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。

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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
  • Regulation Best Interest - Solutions for firms with 50 advisors or less Recorded: Sep 23 2020 57 mins
    Matt Radgowski, Jason Stipp, Sara Mersinger
    Solutions for firms with 50 advisors or less
  • How Virtual Reality and Augmented Reality Can Help Transform Your Business Recorded: Sep 15 2020 59 mins
    Andrew Hawken, Co-Founder and CEO of Mesmerise & Michael Ogden, Creative Director at Mesmerise & product owner of Gatherings
    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 Recorded: Sep 15 2020 53 mins
    Emilie Neumeier, Ali Masarwah, Jennika Gold Thomas and Martina Richards
    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
  • All-Digital Morningstar Investment Conference Recorded: Sep 10 2020 1 min
    Morningstar
    See the attachments to register for the All-Digital Morningstar Investment Conference (Sept. 16 - 17)
  • Morningstar Mercer Alliance Recorded: Sep 10 2020 44 mins
    Daniel Bristow, Eileen Bingle
    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 Recorded: Sep 10 2020 36 mins
    Amy Arnott, Portfolio Strategist & Matthew Birch, Customer Success Manager
    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
  • Investment Screening and Analysis for Advanced Users Recorded: Aug 19 2020 61 mins
    Morningstar
    Investment Screening and Analysis for Advanced Users
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Morningstar Research & Solutions

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  • Live at: Sep 29 2020 2:00 pm
  • Presented by: Morningstar and Sustainalytics
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