Value Assessments - Best Practice in 2021

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Morningstar

About this talk

As we move into the second year of Value reporting, what can we learn from the UK’s first suite of published reports? Gavin Corr, Head of Manager Selection & Due Diligence Services at Morningstar, will be joined by: - Holly Mackay CEO of Boring Money, a leading voice of the consumer in the investment industry - Simon Ellis an experienced iNED - Andrew Burton, Professionalism Adviser from CFA UK Each will offer a perspective on how they think the process has gone, what the industry can learn and how the industry should adapt from here. This webinar has been designed to help product teams, Fund Boards and all those involved in the internal processes and external reporting of the Assessment of Value.
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