Name: Sustainable Investing: The Evolving Landscape & the Path Forward
Start: 2021-05-26T15:00:00Z
End: 2021-05-26T15:01:00.000Z
Location: BrightTALK
Rating: 4.2

The most productive step toward providing holistic financial guidance to clients is to fully understand their entire financial picture. Learn how client-aggregated financial data can be your most valuable tool for providing truly personalized advice at scale, while also identifying opportunities to increase AUM, speed up client onboarding, reduce administrative overhead, and more.  

Safely aggregating investors’ data has historically had its pain points, including unforeseen broken connections and the ongoing and sometimes difficult conversations with investors about the benefits of aggregation and overcoming security concerns.  

Morningstar ByAllAccounts and Fidelity are working together to offer investors a safer way to exercise their choice to share their financial data with their advisor. Learn from industry experts on how to harness the power of this high-quality client data to support advisor-client relationships and how to talk to your clients about the benefits of aggregation when leveraging safer, more reliable connections. In this webinar, you will learn about: 

The evolution of the financial data ecosystem, including the need for continued improvements in how the industry safeguards customer information.  
- Why Morningstar ByAllAccounts and Fidelity are your trusted partners, ensuring you have safe, consistent access to high-quality aggregated financial data. 
- How data can be used to deliver personalized advice, but also deepen trust in the advisor/client relationship.  
- Keys to speaking frankly with investors about the benefits of aggregation and overcoming security concerns.

Webinar Speakers:  
- Brian Costello, Head of ByAllAccounts Data Strategy and Governance for Morningstar Wealth 
- Figen Ceceli, SVP Product Area Leader, Data Aggregation, Fidelity Investments

Strengthening Advisor-Client Relationships & Outcomes with Secure Data Sharing

Data Privacy and cybersecurity risk are one of the most immediate and financially material ESG risks that organizations face today. 

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more: 
- ESG risk drivers  
- Data privacy and cybersecurity risk trends 
- Market signals and companies’ weaknesses 
- How prepared are companies and what investors should look for regarding cyber risks  

Panelists: 
- Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco 
- Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
- Melissa Hudson, Associate Director, Research Products, Morningstar Sustainalytics 
- Kristoffer Inton, Equity Strategist, Morningstar  

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics 

There will be time throughout the webinar to ask your questions.

Navigating Data Privacy and Cybersecurity Risks: Insights for Investors

Analyzing the ESG risks associated with smaller companies, where ESG disclosure is often less mature and uneven, can be difficult for investors. Watch this illuminating discussion hosted by Morningstar Sustainalytics to learn how our new quantitative, AI-driven ESG Risk Smart Score can help investors identify some of the potentially higher-risk areas of their portfolios. 

Topics of Discussion: 
•Why assessing ESG risk for smaller companies can be more difficult compared to their larger counterparts 
•The correlation between ESG disclosure, resourcing, and company size 
•Introduction and deep dive into the ESG Risk Smart Score: Extending ESG risk coverage to a broader company base 
•How a quantitative model and machine learning aid in the efficient estimation of ESG risk 
•Practical applications of the ESG Risk Smart Score in investment portfolios 

Featured Panelists: 
•Laura Lutton: Director, ESG Research-Risk Product Lead, Morningstar Sustainalytics 
•Adam Fleck: Director of Research, Ratings and ESG, Morningstar Research Services, LLC 
•Willem van Golstein Brouwers: Associate Director of Methodology, Corporate ESG Solutions, Morningstar Sustainalytics  

Join us as we delve into these intricacies and equip you with the knowledge to fill the gaps in your ESG strategy.

Morningstar Sustainalytics ESG Risk Smart Score

Are you tired of spending endless hours crafting marketing content that doesn't get results?  

It's time to embrace the power of Artificial Intelligence (AI). This game-changing workshop explores the practical use of AI for financial advisors, empowering you to save time, enhance quality, and boost your marketing effectiveness.  

- Instantly convert client questions into content goldmines 
- Make your marketing materials unique with AI-driven image generation 
- Boost marketing effectiveness through personalization and smart strategies. 
- Seamlessly adapt your style to match your audience (casual, formal, fun, etc.) 
- Utilize AI to generate headings and Call-to-Actions (CTAs) that drive leads 

Harness the Power of AI for Efficient and Impactful Marketing with Snappy Kraken Morningstar Edition.

Harnessing the Power of AI for Efficient and Impactful Marketing

How can you grow and retain business as a financial advisor in 2023? With a growing need for hyper-personalized advice, there is increasing importance in getting to know your clients – and more than just their retirement date.  Join us in the first of a series of webinars that walk through the ways in which you can bring true value to your clients that lead to better outcomes and longer-term clients. In this webinar, we will review the methods and processes advisors can use to drive productive conversations with their clients and go beyond table stakes in constructing a portfolio. 

In this webinar, you will learn:   
- How to leverage the growing need for advice to grow your business    
- Why truly understanding your client leads to better outcomes and growth    
- How to utilize technology to reliably gather client profiles and preferences to be reflected in their portfolio  
- How Morningstar’s Investment Planning Experience (IPx) can help you achieve growth

How to demonstrate your value through personalized investment planning

Performance Reporting is key to your due diligence processes, and being able to quickly and easily analyze the data that is important to you can make all the difference. In this discussion, we will explore how a few simple steps can help save time, scale your workflows and improve efficiencies for you and your teams. 

Webinar Speakers:  
- Ben Johnson, Head of Client Solutions, Asset Management   
- Maggie Carlson, Vice President, Business Development, Morningstar Direct  
- Peter Kalembasa, Senior Customer Success Manager, Morningstar Direct

Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate.   

Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct.   

Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever.    

During our discussion, we’ll explain:    
- What new and existing challenges exist within the portfolio construction workflow  
- How Direct Lens enhances within the portfolio construction process   
- How to view, analyze, and compare your current portfolio    
- How to drill down into portfolio exposure, risk, and holdings data

Portfolio Construction: Make Your Tools Work For You with Direct Lens

US equity markets have risen 8% thus far this year, yet still remain another 8% undervalued compared to a composite of our equity research coverage. However, the clouds are darkening as the economy stagnates and forecasts to contract in the third quarter. Markets may become increasingly choppy as weaker earnings growth could sour sentiment. In order to break through the ceiling of the trading range we have been in since last fall, investors will be looking for a rebound in leading economic indicators. 

Join Preston Caldwell & Dave as they provide their outlook for the markets and economy and discuss how investors may want to position their portfolios to ride out the near-term storm and take advantage of the market rally once the squall subsides.

Morningstar’s Third Quarter 2023 US Stock Market Outlook

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? 

Join Morningstar Sustainalytics for a panel discussion about ESG risk exposure, what this means and how to manage. In this webinar, we will focus on how Sustainalytics identifies drivers of product governance risk. 

Our knowledgeable panel will delve into these topics and more: 
- Quantifying exposure 
- Defining risk drivers 
- Identification and application of ESG data 
- Defining financial impacts 

There will be time throughout the webinar to ask your questions. 
 

Speakers: 
Tiffany Flaherty, Associate Director, Sustainalytics ESG Research, Risk Rating Oversight, Morningstar Sustainalytics 
Kristoffer Inton, Equity Strategist, Equity and Credit Analysis, Morningstar 
Moderator: Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics

Product Governance Risk: Navigating one of the most common ESG issues

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports.  

Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to: 
- Build custom collateral for internal and external distribution 
- Automate reports for recurring analyses 
- Generate side-by-side comparisons 
- Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Building Stronger Investment Recommendations: Create Customized Reports

79% of asset managers are exploring crypto-based and decentralized finance products as part of their changing product suite. Alternative investments are here to stay – are you prepared to speak to your clients about them? Financial advisors who are under-informed on alternative investments are at risk of losing the trust of clients and their growing needs. Most clients who are interested in this new asset class lack knowledge on the subject, but still know more about digital assets than their advisor. 

In this webinar, we are going to discuss: 

- Trends in digital assets 
- Accredited investors and understanding the risk of alternative investments 
- What’s driving the growth of digital assets 
- How to get the tools to future proof your practice

Navigating Digital Assets for Financial Advisors

In an era of rapidly evolving client expectations and technological advancements, it's crucial for financial advisors to harness the full potential of digital marketing and practice management solutions. This webinar is your gateway to unlocking growth opportunities and elevating your advisory practice to the next level. 

During this session, our experts will delve deep into the unique capabilities of Snappy Kraken, the trailblazing digital marketing platform, and Morningstar Office, the comprehensive practice management solution trusted by independent advisors. Discover how leveraging these powerful tools can reshape your business and accelerate your path to success. 

You will learn: 

-Amplify Your Marketing and Client Acquisition: Discover how Snappy Kraken's advanced automation features can revolutionize your marketing efforts. Streamline your campaigns, save time, and attract new clients with tailored strategies built on unique and compelling content - curated from Snappy Kraken and Morningstar. 

-Optimize Practice Management Efficiency: Unlock the full potential of Morningstar Office's comprehensive suite of tools. Learn how to streamline portfolio management, improve reporting accuracy, enhance billing processes, and drive operational efficiency. Take control of your practice and elevate your service delivery. 

-Original Content for Unparalleled Results: Explore the seamless integration between Snappy Kraken and Morningstar content - harnessing the power of both platforms for enhanced client experiences and practice growth. Discover best practices to leverage their combined potential and unlock new levels of success. 

Prepare to transform your advisory practice and unlock new opportunities for growth and success.

Maximizing Success with Snappy Kraken and Morningstar Office

Next-level service builds trust, the easiest and most productive step towards providing holistic financial guidance to your clients is to fully understand their entire financial picture. Learn how their aggregated financial data can be your most valuable tool for providing truly personalized advice at scale, while also identifying opportunities to increase AUM, speed up client onboarding, reduce administrative overhead and more. 

We all know that aggregating investors’ data can have its pain points including unforeseen broken connections and the ongoing conversations with investors about the benefits of aggregation and overcoming their security concerns. Learn from an industry expert and a successful RIA about how to harness the power of this data, talk to your clients about aggregation, understand inherent data ecosystem challenges, and the strategy to ensure you have reliable access to consistent, high-quality client data to support advisor-client relationships.  

In this candid conversation, you will learn: 
- How data can be used to deliver personalized advice, but also deepen trust in the advisor/client relationship. 
- Keys to speaking frankly with investors about the benefits of aggregation and overcoming security concerns. 
- The evolution of the financial data ecosystem, including new regulations coming from Consumer Financial Protection Bureau (CFPB), that will affect your access to data. 
- Ways that Morningstar ByAllAccounts is your trusted partner, ensuring you have consistent access to high-quality aggregated financial data and how they are advocating for the investment industry with policy makers and industry trade groups.

Take Your Organization to the Next Level with the Power of Data Aggregation

Morningstar ByAllAccounts® has been a pioneer of investment-first data aggregation and enrichment for over 23 years. We provide wealth management firms with aggregated custodial (or book of business) and client held-away financial data that can be leveraged across the entire advisor workflow, enabling the insights required for advisors to make more informed and personalized investment decisions on behalf of their clients. No matter the advisor affiliation model(s) you support, learn how ByAllAccounts can enable you to streamline your advisors’ productivity through a data-driven digital transformation that will ultimately help you retain your advisors and their clients. **NOTE** this product is only available in US markets.

ByAllAccounts® Data Aggregation & Enrichment for US Wealth Management Firms

Top advisors know that collecting actionable data about their clients’ financial picture is key to delivering exceptional service and informed advice.  But the process can be manual, time consuming and error prone. 

In this webinar, you’ll learn how you can harness the power of user-permissioned financial and tax data to take your advisory services to the next level. We’ll show you how you can automate the gathering of key data elements about your clients by leveraging Morningstar ByAllAccounts aggregation services and Tax Status IRS data. With streamlined permissioning and auto-populated workflows, you'll spend less time gathering data and more time delivering impactful advice.

By attending this webinar, you will learn:  
- How to easily embed our account linking experience across your workflows -giving your prospects and clients an easy was to share their account and tax information with their advisor 
- How the data can be used in your client portal, helping your clients organize their financial lives and tax information 
- How our data can auto-populate your various workflows streamlining your processes and optimizing your time, so you too can focus on what really matters: providing the best advice to your clients

Aggregated Tax and Financial Data, Supercharge Advisor Productivity

Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealthtech startups need to rethink how they engage their users with personalized data focused on investment holdings and performance information. It’s also critical for them to stay on top of trends as the technology evolves and client needs and expectations grow. 

You'll learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps. You'll discover how the tight integration of aggregated data and best-in-class market data can accelerate innovation, and why turnkey portfolio analytics data is crucial to stay ahead. Plus you'll learn why operational efficiencies and ubiquitous data across the workflow are essential. You’ll also get a look at how automated insights, open banking and the investment data ecosystem are all impacting the industry, and more.

Webinar Speakers: 
Reed Colley, CEO and Co-founder, Summit Wealth 
Don McHenry , Senior Product Manager, Morningstar ByAllAccounts 
Greg Miles ,Moderator, VentureBeat

Wealthtech disruption: Top 5 trends to watch out for in 2023

Are you prepared for a key client to ask you if alternative investment options are right for them? According to the World Economic Forum, 10% of global GDP will assemble into cryptographic assets in the coming decade, encompassing a total value of $10 trillion. In other words, investors are constantly looking for new ways to increase returns and diversify assets in our ever-evolving world.

Join us in the first of a series of webinars that walk through the ways you can bring true value to your clients and have deeper and more meaningful dialogue that leads to better outcomes and longer-term relationships. In this webinar, we will discuss the world of alternative investments like cryptographic assets, REITs, Structured Products and more.

In this webinar, you will learn:

• How to leverage the growing demand for alternative investments in your business.
• Why truly understanding your client leads to better outcomes and growth.  
• How to utilize technology to be a thought leader in your field to alternative investments for portfolio diversification.
• How Morningstar’s Expanded Investment Products can help you make hyper-personalize portfolios to increase returns & diversify assets.

Crypto, alternatives & beyond - Making sense of an [alternative] reality in 2023

Outfitting each client with a portfolio that’s aligned to their risk profile is a critical step in the planning process, but will that portfolio achieve the retirement, college, home-down payment, or other goal for which they are saving? In this session, learn how a 30-minute interactive goal-based investment plan can answer that question and more by providing personalization, collaboration, flexibility and choice.  

In this webinar, we will discuss:
- How to get to the next level of personalization with goal-based investment planning 
- Leveraging goal-planning to surface key trade-offs and jump-start investment plans for all types of client objectives 
- Using IPx to have impactful conversations with clients around timelines, savings, and risk-level options to meet each of their goals on their own terms

How to answer your clients’ biggest question: Will I reach my goal?

Join us for a Morningstar webinar on sustainable investing – a live one-hour session hosted by Jon Hale, Director of Sustainability Research at Sustainalytics, and Tanya Svidler, Morningstar’s Director of ESG Solutions.  

Our experts will provide insight on the evolution of the sustainable funds U.S. landscape and on the developments in the field that will define a path forward.  

In this session, we will cover: 
- An overview of the sustainable fund universe in the U.S  
- Where there's growth in sustainable funds, flows, and assets 
- Regulation and proxy voting 
- How to communicate on your firm’s ESG story for success

Sustainable Investing: The Evolving Landscape & the Path Forward

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Sustainable Investing: The Evolving Landscape & the Path Forward

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