Name: Move Clients from Plan to Action with Morningstar Goal Bridge
Start: 2021-08-23T16:30:00Z
End: 2021-08-23T16:43:54.000Z
Location: BrightTALK
Rating: 0

How should you be positioned for 2023? 

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they review our analysis of the U.S. markets and economy.   

In our 2022 Outlook, we noted that the market was overvalued and would need to contend with four main headwinds. Following the sell-off, we think the pendulum has swung too far and that the equity market is now undervalued. 

Learn why we view the U.S. equity market as undervalued, how we expect the U.S. economy will play out over the course of the year, and why we have an above consensus economic outlook over the long-term. Join our webinar as we: 

 - Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.  

 - Highlight long-term secular growth themes we see heading into 2023.  

 - Provide our forecasts for real U.S. GDP, inflation, and interest rates. 

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today. 

Presented by: 
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar 
Preston Caldwell, Head of U.S. Economics, Morningstar 
Moderated by Ruth Saldanha, Editorial Manager, Morningstar 
 
This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

2023 U.S. Market Outlook: Near Term Turbulence, but Path to Clearer Skies Ahead

Advisors are commonly taught the financial life cycle model that describes a path from zero to inter-generational wealth by way of several consecutive stages: Accumulation, Decumulation, and Legacy.  

The Life Modes model uses simple data about magnitude and trends in a client’s net worth to estimate what mode they are currently in based on actual data. The 7 financial modes are Chaos, Survival, Stability, Growth, Accelerated Growth, Preservation, or Distribution. Each mode is defined by the magnitude and slope of a client’s net worth.  

This data-driven approach to advice illuminates the current state of a client’s balance sheet, and leads to immediate, actionable steps a client can take to move into a more desirable financial mode.  

This webinar will provide an overview the Life Modes concept and demonstrate how data aggregation plus portfolio insights can be used by advisors for personalized advice and planning. 

You will learn:  

How to simplify the complexities of financial planning by using net worth information to identify what Life Mode your clients are in today  

Ways to leverage financial data aggregation in combination with portfolio analytics to enable goal setting that your clients can easily understand 

 

Webinar Speakers: Sarah Newcomb, Director of Financial Psychology at Morningstar 
Contact: sarah.newcomb@morningstar.com 

 

Hazal Sabah, Sr Product Manager at Morningstar ByAllAccounts 
Contact: hazal.sabah@morningstar.com

The Life Modes Model - A Data Driven Approach to Personalized Advice

Inflation in 2022 is set to peak at its highest level in four decades, but we think there’s less cause for concern about inflation in 2023 and beyond.

Join, US Head of Economics, Preston Caldwell as he discusses both long-term and industry-specific inflation forecasts, 2023 predictions, and more!

This webinar has been accepted by the CFP®️ Board for one continuing education (CE) credit for CFP®️ designations.

End of Year Economic Outlook

Turning data into actionable insights requires firms to address sourcing the correct data, ensuring quality, and making it easily accessible. Learn how Morningstar raised the bar for data and research in an effort to empower investor success. 

Webinar Speakers:  
 - Sara Otterbeck, Senior Product Manager, Direct Analytics Lab 
 - Kumar Neelotpal Shukla, Quantitative Research Manager 
 - Christine Barnstable, Head of Data Strategy

Exploring the Data Value Chain

Every year, millions of people around the world leave the workforce and enter retirement. However, in a world full of uncertainty, retirement income security has become a critical issue. Now more than ever, the quality of retirement income schemes around the world are being question on whether they can provide a sufficient retirement for employees. 

In our first international look at retirement frameworks, we focus on the features of workplace retirement schemes in eight countries spanning the Americas, Europe, and Asia. We also examine the extent in which workplace retirement schemes help to provide secure and cost-effective investment frameworks for employees to generate retirement income. 

Join Andy Pettit from Morningstar, Inc. and Lia Mitchell from The Morningstar Center for Retirement & Policy Studies as they discuss: 
- A look at the various retirement savings architectures and how countries harmonize social security, workplace, and personal retirement provisions 
- An analysis of the different approaches to workplace retirement schemes 
- An exploration of both best practices and areas for improvement for the workplace retirement schemes

Going Global: An Evaluation of Retirement Systems Around the World

Join the analysts behind the latest edition of Morningstar's U.S. Active/Passive Barometer, for a 30-minute, live discussion and audience Q&A.   

Webinar Speakers: 
 - Bryan Armour, Director of Passive Strategies Research 
 - Ryan Jackson, Manager Research Analyst, Passive Strategies 
 - Romir Agarwal, Associate Product Manager

U.S. Active/Passive Barometer

Join Morningstar Sustainalytics for a panel conversation about the ESG Risk Ratings and how Sustainalytics' clients are integrating ESG across investment workflows, including security selection, fund construction, and client reporting. 


Sustainalytics has launched the Newly Expanded Global ESG Universe, offering the broadest analyst- based coverage of any ESG ratings provider in the industry. The expansion brings the total coverage to over 16,000 issuers. The additional coverage provides investors and clients with comprehensive and flexible coverage to align with a wide variety of use cases and diversified investment opportunities.

In this webinar you’ll hear from sustainable finance specialists & industry leaders, sharing their perspectives on:
1. The current landscape driving the need for increased coverage across asset classes
2. What the Newly Expanded Global ESG Universe is and what it covers
3. An introduction to the ESG Risk Ratings and our methodology
4. Client success stories and use cases including security selection and company research, research & screening, portfolio review and selection, and reporting.
5. A chance to engage our presenters in a Q & A

Presenters
Nathan Hixson, Senior Investment & Portfolio Strategist on the Responsible Investing team in PNC’s Asset Management Group
Jane Marie Petty, Senior Vice President-National Director of Consulting, Wells Fargo Investment Institute/Managed Solutions
Victoria Hernandez, Senior Associate Product Manager, ESG Products, Morningstar Sustainalytics
Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics
Moderator: Margaret Stafford, Senior Product Manager, Morningstar Sustainalytics

ESG Risk Ratings Then and Now

Today’s investors are demanding personalization more than ever, and sustainable investing introduces an opportunity for advisors to help consider (or reconsider) why they invest. 

Each client will have different motivations for sustainable investing. Some want to limit risk. Some want to improve their returns. Others want to make an impact or seek policy change. 

Knowing a client’s interest isn’t enough—advisors must be able to drill down into what their clients want to achieve, discuss different approaches, and convey the resulting impact. 

There is no “one size fits all” approach, but advisors who adopt a consultative approach to sustainable investing will demonstrate added value in an increasingly competitive space.

Join us for a discussion on:
- How to incorporate sustainability across the entire advisor workflow 
- Five steps to kicking off an investable world conversation with clients
- Strategies for integrating ESG into portfolio construction

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Speakers: 
• Shila Wattamwar, Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships, Morningstar Sustainalytics
• Adam Fleck, Director of Equity Research, ESG, Morningstar

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Incorporating Sustainability Into the Advisor Workflow

Open banking, also known as open finance, allows consumers the right to access and share their financial data held by their financial institutions. Consumers can exercise this right when they select advisors and the applications to help them improve their financial well-being. Take 25 minutes to learn more about open banking, the benefit for the wealth management ecosystem, and why you need to partner with an investment-first data aggregator to receive high-quality data.

Open Banking: 5 Key Questions Answered

Getting to know your clients – their goals, risk comfort, values, and goal timelines – has always been important to ensure your clients stay invested for the long term. Increasing demands from regulations, ever-rising client expectations, the latest meme stock and overall economic uncertainty now require an even more holistic understanding of your clients. Join our Director of Product Management, Jason Stipp, and our Vice President of Business Development, Thomas Aviles, as we discuss how risk profiling can be thorough, yet efficient ... and integrated to provide your clients with a truly personalized investment plan.  

We will discuss:  
1. Why risk profiling is necessary 
2.  How to know if your current profiling system is doing its job 
3. Why now is the best time to standardize your process 
4. How an integrated approach can save your firm time and money, while powering better outcomes for your clients

Risk & Rewards: Risk Profiling to Meet Today’s Demands

• Do you have clients who live in multiple states? 
• Do you spend time trying to establish and maintain local real estate lenders that are qualified to work with higher net worth individuals?  
• Do you have clients in retirement or nearing retirement who need monthly income from sources other than the portfolios you manage for them?   
• Do you have clients whose homes and real estate are mortgage free? 
 
If you answered yes, you may benefit from participating in Morningstar’s Advisor Wealth Management Practice Accelerator Webinar.
Nearly three in four affluent families hold a mortgage, and one in three carries credit card debt. Yet people often devote less thought to their debt than their investments. Many use credit inconsistently or, worse, reactively.

According to the U.S. Federal Reserve, historically housing wealth has accounted for about one half of total household net worth in the U.S. This calls to action the need for Financial Advisors to account for a client’s assets and real estate liabilities to help the households they serve to further optimize and achieve their financial goals.

Morningstar is focused on enhancing the services and capabilities of Advisor Workstation to better serve you and the investor households you serve.  Historically, Morningstar Advisor Workstation has focused on serving nearly 180,000 Advisors and their support staff to research, create, compare and propose investment portfolios.  We recently expanded those capabilities through our real estate lending service partners. In this introductory webinar, you will meet Morningstar Advisor Workstation’s partners Guaranteed Rate and Finance of America Reverse. 

Join us to learn how to leverage their unique lending expertise and products to:  
• Enhance your value proposition and turn prospects into clients  
• Grow and strengthen client relationships  
• Retain assets and clients  
• Meet unexpected client needs  
• Keep long-term investment strategies intact

Advisor Practice Accelerator - Discover Real Estate Lending Expertise

New technologies and the advent of big data have created personalization opportunities at previously unimaginable scales. Customers have come to expect personalized experiences when interacting with a business, and the financial-services industry has responded with a wave of personalization options. However, personalization, especially in finance, is complex and multifaceted. Investors may struggle to delineate, let alone understand, the value of personalization for their investment strategies and the effects of bespoke solutions on their financial goals.

In our current research, we endeavored to understand investors’ perspectives on portfolio personalization options. We aim to identify what aspects of personalization investors value and to what extent they valued different tailored solutions.

The Value of Advisor Personalization

Morningstar’s Fourth Quarter 2022 US Stock Market Outlook:  Headwinds Begin to Abate, Yet Expect Volatility to Persist   

In our Fourth Quarter 2022 Outlook, we will dissect each of these four headwinds and explain why we think they are beginning to abate and examine when those headwinds will turn into tailwinds. We will also provide an updated market valuation and highlight those sectors we view as undervalued and provide caution as to those that we see as overvalued.  

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 and Preston Caldwell, Head of U.S. Economics for a live, one-hour webinar as they discuss:  
      •  Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today. 
      •  Our economic outlook for the U.S., covering the underlying assumptions supporting our growth forecasts and inflation projections. 

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today. In addition, we will review several investment themes and highlight individual stock leveraged to those trends. Following the presentation, we will address as many questions from the audience as time allows.  

Presented by: 
Dave Sekera, CFA, Chief U.S. Market Strategist 
Preston Caldwell, Head of U.S. Economics, Morningstar 
Moderated by Ruth Saldanha, Editorial Manager, Morningstar 

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Morningstar’s Fourth Quarter 2022 US Stock Market Outlook

Headwinds Begin to Abate, Yet Expect Volatility to Persist

In our Fourth Quarter 2022 Outlook, we will dissect each of these four headwinds and explain why we think they are beginning to abate and examine when those headwinds will turn into tailwinds. We will also provide an updated market valuation and highlight those sectors we view as undervalued and provide caution as to those that we see as overvalued.

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 and Preston Caldwell, Head of U.S. Economics for a live, one-hour webinar as they discuss: 
- Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today.
- Our economic outlook for the U.S., covering the underlying assumptions supporting our growth forecasts and inflation projections.

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today. In addition, we will review several investment themes and highlight individual stock leveraged to those trends. Following the presentation, we will address as many questions from the audience as time allows.

Presented by:
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar
Preston Caldwell, Head of U.S. Economics, Morningstar
Moderated by Kate Lin, Data Journalist, Morningstar Asia

Q4 2022 U.S. Stock Market Outlook Webinar - APAC Edition

With clients looking for more personalization in their digital banking experiences, wealth management firms are increasingly seeing the value of open data access to supplement their advisory solutions. 

Wealth management firms are engaging with data aggregators as vital service providers that facilitate the movement of permissioned data between financial institutions, advisors, and investors to provide the critical data necessary to maximize positive client outcomes and operational efficiencies. 

In this webinar, find out from a panel of open banking experts: 

- How the current state of open banking in the US is rapidly evolving 

- Why open banking is so significant for advisors and investors 

- How high-quality data makes a difference in powering investment solutions   

- What to look for when partnering with a wealth data experts 

 

 

Webinar Speakers: Katy Gibson, Head of Product for Morningstar ByAllAccounts 

Brian Costello, Independent Open Banking Consultant,  

Steve Bom, President and Founder Allon Advocacy, LLC 

Mike Langford, Strategist for Financial Services Companies - finservMarketing.

Why Open Banking Data Access is Essential for Wealth Management

Morningstar’s Third Quarter 2022 US Economic Outlook: We Expect Inflation to Plummet in 2023, Allowing the Fed to Cut Rates and Jump Start GDP Growth 

With high inflation still raging and rising recession fears, macroeconomic factors remain at the forefront of investors’ concerns. 

In this edition of our quarterly Economic Outlook series, we’ll provide: 
• A comprehensive overview near-term trends, which will help you explain the U.S. economic situation to your clients.
• Detailed explanation of our long-term forecasts for GDP growth, inflation, interest rates, and other variables. We’ll also compare our forecasts with what the market is pricing in.
• A deep dive into the inflation problem and why we expect it to be resolved.

2023 Inflation & GDP Growth Forecast

SESSION 3: Sustainable Investing Approaches – Applying Exclusions (September7)  

The world of sustainable investing is advancing and its simplest form—applying exclusions—continues to play an important role. Exclusionary strategies are among the most popular ESG approaches because they support both managing risk and catering to investor values.  

But, how much effort is needed to find relevant investments? How important is investment monitoring for performing proper due diligence when it comes to applying exclusions or any of the other sustainable investing approaches?  

Join us to find out! 

 
We’ll discuss: 
• How exclusion has evolved as sustainable investing gained prominence 
• How asset managers use exclusions today  
• Data available to meet exclusionary objectives 
• How to assess intentionality vs reality and the capabilities that seek true exclusions 
• The nuances that exist within these strategies 


Speakers:  
• Lindsey Stewart, Director of Investment Stewardship Research
• Julie Petitjean-Freytet, Direct ESG Product Manager 

 

--------------------------------------- 

Sustainable investment analysis and reporting can be complex to understand. This series of webinars focuses on key approaches to sustainable investing, helping you incorporate them into your practice.  

  

Are you enjoying the series? Watch the previous part or keep up to date with the upcoming sessions.  

Limiting ESG Risk—June 7 (watch now at https://www.brighttalk.com/webcast/18471/545265)
Assessing Impact—July 13 (watch now at https://www.brighttalk.com/webcast/18471/548963)
Applying Exclusions—Sep 7 at 9:30 a.m. CT / 15.30 GMT / 16.30 CEST

SESSION 3: Sustainable Investing Approaches – Applying Exclusions

Morningstar Direct can help you stay super efficient and keep you on track for big goals. Our latest webinar focuses on the best ways to use Morningstar strategy data to fortify your portfolio offerings.  

Join Morningstar’s Jeff Sandell, senior product manager of institutional investing for Morningstar Direct to:  
• Determine best-fit vehicles.  
• See past the details to get the big picture.   
• Boost competitive intelligence. 
• Improve time management.

Optimize your Morningstar Direct Experience with Investment Strategy Analysis

Join Tony Xie, Director of Product Management, to learn how you can connect your clients’ goals with investment planning with our Goal Bridge capability in Morningstar Office.
• Build personalized investment plans that prioritize client goals with confidence 
•	Leverage research investors trust and data you can depend on
•	Help clients better understand trade-offs that can lead to better goal outcomes

Move Clients from Plan to Action with Morningstar Goal Bridge

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Move Clients from Plan to Action with Morningstar Goal Bridge

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