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ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition

Analysis of environmental, social, and governance risks is essential for investors. Beginning in early December, we will be formally incorporating ESG into our equity research process in a way that aligns with our investment philosophy and long-term mandate, focusing on valuation, rather than values.
Recorded Dec 2 2020 60 mins
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Presented by
Adam Fleck and Mathew Hodge
Presentation preview: ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition
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  • ESG investing: what’s on the horizon for the year ahead? (for Israeli Market) Feb 10 2021 10:00 am UTC 90 mins
    Morningstar
    While 2020 will always be remembered as the year of the coronavirus pandemic, it was also a significant year for sustainable investing with ESG considerations receiving major global attention and action.

    Morningstar increased its activities in the ESG space in the past year too. It acquired full ownership of Sustainalytics, the recognised global leader in ESG research and ratings, and in November announced the integration of ESG risks into Morningstar's regular analysis of stocks, funds and asset managers.

    To introduce and explain the latest ESG features in the Israeli market, Morningstar, Sustainalytics and Israeli Funds Observer are hosting a joint webinar.

    • The explosion of ESG flows and the payoff for fund investors in 2020
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • Sustainalytics - ESG research and rating methodology
    Wilco van Heteren, Sustainalytics, Executive Director, Research Products

    • International funds update and how they integrate ESG
    Jonathan Miller, Morningstar, Director, Manager Research Ratings, UK

    • Morningstar ESG Commitment Level
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • ESG Indexes and ESG capabilities in Morningstar Direct
    Robert Edwards, Morningstar, Senior Investment Product Manager, Indexes

    • Panel discussion with Morningstar/Sustainalytics participants and overseas fund managers.
  • New Fixed Income Calculated Statistics for Models Feb 9 2021 4:30 pm UTC 60 mins
    Jeff Westergaard, Jennika Gold Thomas, Eileen Bingle
    Learn about our newly available, fixed income calculated statistics for models.
  • Assessing the Impact of the U.S. Executive Order on Passive Funds Feb 4 2021 7:00 am UTC 60 mins
    Jackie Choy, Director of ETF Research, Asia & Kristopher Leung, Customer Success Team Leader, Asia
    The "Executive Order on Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies." was signed on Nov. 12, 2020 and became effective on Monday, Jan. 11, 2021, at 9:30 a.m. EST. There have been many changes and updates made since the executive order was first signed.

    In this webinar, Morningstar will look to address the following:

    • An overview of the ripples sent from the executive order
    • Assessing the impact on passive funds

    Join us to hear Morningstar’s research insights on this matter and how Morningstar Direct can help you conduct passive fund strategies and relevant benchmark data analysis.
  • Investing in Endless Power Feb 3 2021 2:00 pm UTC 45 mins
    Tancrede Fulop, Morningstar’s Utilities Equity Analyst & Luke Raftis, Sustainalytics' ESG Utilities manager
    Will Renewable Energy Put Wind in the Sails of Investors Over Long-Term?

    Join Tancrede Fulop, Morningstar’s Utilities Equity Analyst, and Luke Raftis, Sustainalytics' ESG Utilities manager, as they'll provide a broad assessment of the renewable energy sector as a long-term investing opportunity.

    Tancrede will present a deepdive into Offshore Wind industry and share his best ideas. After growing ninefold since 2010, offshore wind is an exciting industry with tremendous growth opportunities still ahead.

    In this webinar, Tancrede and Luke will share their views on:

    • Trends and developments in the renewable energy sector
    • The booming long-term attractiveness of offshore wind
    • Which companies are our best picks for the long term
  • European Sustainable Funds Landscape & Analysing ESG Fund Flows Jan 28 2021 10:00 am UTC 45 mins
    Hortense Bioy, Director, Sustainability Research, EMEA and APAC | Masa Krzic, Product Manager, Direct, EMEA
    2020 was a year of broken records for the European ESG space. Our European Sustainable Funds Landscape report details boosted flows, a proliferation of themes and the most ambitious regulatory landscape that sustainable investing has seen yet. Learn about the outcomes of our yet-to-be-released research study.

    With the rapid evolution of ESG data and its use in the investment process, more managers are adding ESG-related language to their regulatory filings. Learn how Morningstar Direct can help you screen and identify funds for which ESG or sustainable investing criteria are central to the overall strategy and see how ESG ratings, such as Morningstar Sustainability Rating and Low Carbon Designation, impact asset flows.
  • Where Public and Private Markets meet Recorded: Jan 22 2021 54 mins
    Adley Bowden, Dan Lefkovitz
    Where Public and Private Markets meet presented by Adley Bowden, PitchBook: VP of Market Development & Analysis and Dan Lefkovitz, Morningstar: Indexes Strategist
  • ESG en la Inversión: Un caso aplicado - LATAM Edition Recorded: Jan 21 2021 52 mins
    Janet K Viader, Marco Sepúlveda, Pamela Garcia, Fred Skwara, CFA
    Te invitamos a nuestro primer seminario de sustentabilidad en Latinoamérica dirigido a inversionistas interesados en entender cómo la investigación y calificación de ESG se integran con el actual proceso de inversión.

    Durante el evento, la empresa Sustainalytics, líder en el análisis de ESG y gobierno corporativo, hará una presentación de su investigación y ratings tomando como ejemplo una compañía emisora de interés a nivel global.

    Analizaremos también un caso de estudio para proporcionar una idea completa de las capacidades de Morningstar Direct en el tema de sustentabilidad.

    Presentadores:
    Janet K Viader, Senior Associate at Sustainalytics
    Marco Sepúlveda, Senior Associate at Sustainalytics
    Pamela Garcia, Consultor para Clientes Institucionales
    Fred Skwara, CFA, Director Comercial
  • Morningstar ESG Commitment Level Webinar: ESG-Integration auf dem Prüfstand Recorded: Jan 21 2021 30 mins
    Natalia Wolfstetter, Director Fund Analysis Morningstar
    Die Einhaltung von Umwelt-, Sozial- und Governance-Kriterien (ESG) hat für viele Investoren an Bedeutung gewonnen. Es überrascht daher nicht, dass Fondsanbieter zahlreiche ESG-Fonds auf den Markt bringen oder konventionelle Fonds umwidmen. Auch in traditionellen Fonds spielt ESG eine größere Rolle. Die ESG-Landschaft ist dadurch bunter geworden, aber auch schwieriger zu überblicken.

    Morningstar bietet daher eine neue qualitative Bewertung an, um Investoren dabei zu unterstützen, die ESG-Qualitäten eines Fonds oder Fondshauses einzuschätzen. Zum Start unserer Initiative haben wir 147 Fonds und 40 Fondsgesellschaften weltweit analysiert.

    In diesem Webinar erfahren Sie mehr von Natalia Wolfstetter, Director Fund Analysis Morningstar, über:

    - das neue Morningstar ESG Commitment Level,
    - welche Fonds und Fondshäuser zu den ESG-Vorreitern gehören.
  • Fund Disclosures– Bedrock to efficient fund selection and portfolio construction Recorded: Jan 21 2021 73 mins
    Kaustubh Belapurkar, Director of Manager Research, Morningstar & Dhaval Kapadia, Director, Portfolio Specialist, Morningstar
    Webinar on Fund Disclosures – The bedrock to efficient fund selection and portfolio construction
  • Morningstar’s H1 2021 Prospects List Report – Examining New Funds on Our Radar Recorded: Jan 19 2021 46 mins
    Nick Goralka, Neal Kosciulek, Benjamin Joseph, and Miriam Sjoblom
    Morningstar’s analysts spend time researching unnoticed investments to determine if they deserve a wider audience and full qualitative research coverage. On January 19 at 10 AM CST, Morningstar analysts will reveal our findings, which highlight the investments our analysts believe have the most potential. Join Nick Goralka, Manager Research Analyst, Editor of Morningstar U.S. Prospects, Benjamin Joseph, Senior Manager Research Analyst, Fixed Income, and Miriam Sjoblom, Director, Fixed Income Ratings, 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
  • Demystifying ESG Investing: Introducing Morningstar's ESG Commitment Level Recorded: Jan 14 2021 42 mins
    Wing Chan - Director of Manager Research Practice, EMEA & Asia
    Recognizing the surging interests in ESG investing, Morningstar’s global manager research team has introduced the Morningstar ESG Commitment Level – a distinctive, qualitative and analyst-driven evaluation of investment strategies and asset managers from an environmental, social, and governance perspective.

    The Morningstar ESG Commitment Level serves investors by:

    - Define the features that our analysts believe constitute a strong ESG investment program;
    - Identify those strategies and asset managers that our analysts see as best-in-class in the context of ESG investing;
    - Call out strategies and asset managers that are subpar in their approaches to ESG investing;
    - Monitor strategies and asset managers for changes that could materially affect their Morningstar ESG Commitment Levels

    Join us and to hear how Morningstar evaluates the ESG capabilities of investment strategies and asset managers, and how it can help investors select the right ESG fund products
  • Morningstar’s Q1 2021 US Stock Market Outlook – APAC Edition Recorded: Jan 7 2021 63 mins
    Morningstar
    With markets reaching ever higher levels, is there anywhere left that you can still find value for your clients? Which sectors and categories remain undervalued and which are overvalued?

    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 Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Dave Meats, Director of Equity Research for Energy 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 overview of our U.S. economic outlook
    - Review our outlook for energy stocks (the only sector that remains undervalued) and outlook for oil prices
  • Morningstar’s Q1 2021 US Stock Market Outlook – US/EMEA/CAN Edition Recorded: Jan 6 2021 61 mins
    Morningstar
    With markets reaching ever higher levels, is there anywhere left that you can still find value for your clients? Which sectors and categories remain undervalued and which are overvalued?

    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 Dave Sekera, CFA, Chief U.S. Market Strategist, Preston Caldwell, Head of U.S. Economics, and Dave Meats, Director of Equity Research for Energy 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 overview of our U.S. economic outlook
    - Review our outlook for energy stocks (the only sector that remains undervalued) and outlook for oil prices
  • The Future in the Past: 2020 Asset Flows for 2021 Insights Recorded: Dec 16 2020 56 mins
    Scott Burns, Laura Lutton and Tony Thomas
    As we approach the end of a volatile year, we need to start looking at how current asset flows can inform the market behavior in 2021. The ins and outs of flow data show us what investors are doing with their money – which asset classes they prefer, and within asset classes, which funds are in favor. For example, in 2020, inflows for sustainable investments hit record highs.

    In our upcoming webinar, you’ll hear insights from experts like:
    • Scott Burns, Head of Data, Research, and Individual Products
    • Laura Lutton, Head of Asset Management Solutions
    • Tony Thomas, Associate Director of US Equity Research
    Join us to learn what 2020 asset flows are suggesting for 2021 trends.
  • Personalizing Strategies at Scale with Model Marketplace Recorded: Dec 14 2020 24 mins
    Blain Hefty, Product Manager
    Join product manager Blain Hefty to learn more about our Model Marketplace. In this webinar, learn how you can:
    • Examine models with our unique depth of insight on asset managers, strategies, and holdings data.
    • Reclaim your time by subscribing to and customizing models from third-party asset managers.
    • Personalize strategies and recommendations to best meet clients’ needs.
  • Morningstar Analyst Rating Update & Impact on 529 College-Savings Plans Recorded: Dec 9 2020 40 mins
    Madeline Hume and Mike Laske
    On Dec. 9 at 10AM CST, we will examine the Morningstar Analyst Rating update and the impact on 529 college-savings plans. Join Madeline Hume, manager research analyst, and Michael Laske, senior product manager, in a live one-hour webinar as they’ll walk through their findings and share on how you can engage with Morningstar Manager Research Analysts.

    In this webinar, we’ll cover:
    • An overview the Morningstar Analyst Rating update
    • A deep dive into our enhanced methodology and the changes in ratings to the 529 investments assessed
    • Expert analysis and advice from Morningstar analysts, who offer a deeper insight into their research beyond qualitative reports
  • Live Webinar: Looking Through the Pandemic: Markets in 2021 Recorded: Dec 8 2020 62 mins
    Morningstar
    In this webinar, we’re looking back at the dramatic impact that the coronavirus pandemic has had on the global economy. In particular, we’ll be focusing on structural changes brought about by the pandemic, including the growth of ESG and thematic research, as well as identifying potential pitfalls that might lie ahead.

    The webinar will assess the impact that COVID-19 has had on key dynamics, competitive advantages and valuations across a number of sectors of Morningstar’s stock universe, and provide top picks globally that incorporate our revised forecasts. We’ll also be exploring fund flows data to predict likely future outcomes and to pinpoint investor trends in 2021 and beyond.

    Presented by:
    Gavin Corr, Director, Manager Selection, EMEA
    Alex Morozov, Director of Equity Research, EMEA
    Lee Davidson, Head of Manager Research & Quantitative Research
  • Beyond Big Tech: Taking an expansive view of technological transformation Recorded: Dec 3 2020 55 mins
    Dan Lefkovitz, Morningstar Indexes and Jeff Spiegel, iShares, BlackRock
    Amid the global pandemic disruption, one thing is clear: trends in technology that were already underway have accelerated. The pandemic has triggered a massive reliance on technological solutions for work, school, shopping, socializing, and entertainment. But what is the best way for investors to benefit from exponential technologies? This webinar will discuss the key technological transformations shaping the future and a unique index which provides exposure to companies aligning themselves to benefit from this change.

    In this webinar, you will learn:
    • Why the global pandemic has accelerated certain technological transformations
    • How long-term megatrends are reshaping the global economy
    • Which companies across economic sector we feel are aligning themselves to benefit from innovation
  • ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition Recorded: Dec 3 2020 55 mins
    Morningstar
    ESG and Capital Allocation Enhancements to Morningstar’s Equity Research
  • ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition Recorded: Dec 2 2020 60 mins
    Adam Fleck and Mathew Hodge
    Analysis of environmental, social, and governance risks is essential for investors. Beginning in early December, we will be formally incorporating ESG into our equity research process in a way that aligns with our investment philosophy and long-term mandate, focusing on valuation, rather than values.
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  • Live at: Dec 2 2020 9:00 pm
  • Presented by: Adam Fleck and Mathew Hodge
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