Want to redefine the way you work? Join us on Dec 14 at 3PM HKT for a live webinar: Unlock Full Potential with New Features in Morningstar Direct (Cantonese) and learn:

- How to streamline your day-to-day workflow using report tools?
- How to compare your fund with static and dynamic peer group in just two clicks?
- How to create customize report using Presentation Studio?

We will answer any questions you may have after the webinar.

Unlock Full Potential with New Features in Morningstar Direct (Cantonese)

Morningstar has developed a fund flow model that decomposes the reasons why funds grow and why funds shrink and then uses such findings to forecast future growth rates.  In this webinar you will learn about:

- The latest industry trends and how current asset flows can inform market behavior later this year and in 2022 as well as the ins and outs of flow data and what investors are doing with their money.  
- We will also introduce you to the Asset Flows module in Morningstar Direct and how the recently added Asset Flow Forecasts capabilities compliment the workflow.  

Presented by: Glenn Laatsch, Director, Product Management Laura Lutton, Head of Client Solutions, Asset Management
Duration: 30 min
Language: English

Asset Flow Forecasts in Morningstar Direct

Join us for a special CFP CE approved presentation that explores retirement spending options, including new dynamic spending capabilities that automatically respond to unpredictable markets, and learn how to incorporate these strategies into your financial planning process. This session is hosted by RightCapital, an integration partner of Morningstar Office. During this presentation, we will:
Provide an overview of retirement spending strategies
Cover inflation-based, staged spending, and retirement spending smile
Highlight guardrail and floor/ceiling dynamic spending capabilities
Explore a case study modeling various retirement spending options

Elevate Your Practice with Dynamic Retirement Spending Strategies

Join us for a live webinar on December 7th at 9:30 am CDT to learn how Morningstar’s sustainable framework and reporting capabilities can help you tell your ESG story to your clients and perform due diligence through a sustainability lens. 

Register to learn how we can help you: 
- Learn about the market insights used to build our ESG Report Template 
- Create an ESG Report and surface key ratings 
- Use the Morningstar Sustainable Framework to guide you through the entire process, from research, to analysis to reporting – all tailored by your chosen ESG strategy. 

As sustainability becomes part of every investing conversation, a flood of environmental, social, and governance (ESG) ratings and datasets have entered the market. Our reporting offerings cut through the noise by highlighting what’s important for you and your clients. 

Communicating with your clients requires more than just a one-size-fits-all approach. Use Morningstar's foundational sustainable investing framework, which outlines the various paths investors can take to act on their sustainability objectives, to focus your message and create leading, personalized reports. 

Speakers:
Ana Georgiou: Director of Client Solutions, Advisor Segment, EMEA Sales 
Sam Cone: Product Manager, Reporting Solutions, EMEA, Direct ESG 
Shila Wattamwar: Executive Director, ESG Product Strategy, Sustainalytics

Creating Custom ESG Reports with Morningstar

Join us for a joint webinar on the latest EU Action Plan developments as we round off the year. 

2021 has been pivotal for the European sustainable investing landscape as key components of the Action Plan - including the Sustainable Finance Disclosure Regulation (SFDR) and the Taxonomy Regulation - continue to evolve.

What to expect from the webinar:
- Morningstar’s Director of Sustainability Research, Hortense Bioy, looks at the SFDR’s impact on sustainable funds eight months on.
- The latest legislative roundup from Morningstar's Director of Policy Research, Andy Petitt.
- A product update on the joint Morningstar and Sustainalytics EU Taxonomy and SFDR solutions from Associate Director, Product Strategy and Development, Anne Schoemaker
- EU Taxonomy portfolio level alignment from Sustainalytics – Q4 plans by Will Ridout, Director of Product Management, ESG Solutions

Duration: 60 min

Language: English

The EU Action Plan: End of Year Updates

With 1,456 schemes and more than 40 categories, investors are spoilt for choice when it comes to investing in mutual funds. Selecting the right funds can be a herculean task for most investors. 
Since the calamitous drop in March 2020, the market has delivered outsized returns in a short span of time. There could be a tendency for investors to chase the chart toppers without understanding the risks involved. 
The industry is also seeing a flurry of new fund launches. New themes in the passive and international funds space are emerging. Should your clients invest in international fund of funds? How should you go about choosing the right fit for your client portfolio? Which categories of debt funds should your clients invest in now given that interest rates are unlikely to go down further from here?
Join us for an interactive webinar on December 2, 2021, at 4.30 PM. to learn how to build a sound portfolio through mutual funds with Nirav Karkera, Head of Research, Fisdom.

Building a sound portfolio

In this webinar, join our Head of US Economics Preston Caldwell as he provides actionable insights on where the U.S. economy is in its post-pandemic recovery – and our predicted GDP growth through 2025.

Supply chain constraints and the Delta variant conspired to slow U.S. real GDP growth to just 2% in Q3 2021, the slowest since the recovery began. Inflation has leaped to its highest rate in over a decade. However, we don’t think that recent developments portend a new era of “stagflation” (as some in the media have proclaimed) for the U.S. economy. 

In this webinar, we explain how the sources of today’s inflationary pressures are largely temporary, namely the semiconductor/vehicle shortage. We expect inflation to cool off in 2022 and beyond, and we explain why we’re optimistic about a labor market recovery that will fuel growth over the next few years.

Morningstar’s Q4 2021 US Economic Update

To succeed in the financial services industry, you need to transform vast amounts of data into actionable insights every day, which can be challenging and time consuming. Our newest Direct workspace centralizes data, analytics, and visualization so you can automate processes that were previously cumbersome or impossible to accomplish. 

Register to learn how Notebooks can help you: 
- Easily experiment with new research ideas  
- Respond quickly to market trends  
- Bring transparency to methodologies  
- Achieve scale + efficiency 

Timothy Strauts is the Head of Research and Content for Morningstar Direct. He acts as the bridge between Morningstar’s research organization and the Direct product. In his role he leads the effort to integrate new data, research, and analytics into Direct. Prior to his current role, he was a Director of Quantitative Research where he led the U.S. analyst team. Tim has also held roles as a manager on the Markets Research team and a Senior Fund Analyst in Manager Research. Prior to joining Morningstar in 2010, he was a financial advisor for Smith Barney. Tim holds a master’s degree in business administration from the University of Chicago Booth School of Business and a bachelor’s degree in economics from the University of Illinois at Urbana-Champaign. 

Phil Nagel is a senior product manager for Morningstar Direct. He specializes in manager research and the portfolio analysis capabilities in the software. He focuses on new product development as well as client support for Morningstar’s notebook offering. Phil partners with clients to perform in-depth holdings-based analysis for their portfolios. He also is experienced with the performance attribution capabilities used within Direct. Nagel holds a bachelor’s degree in finance from the University of Nebraska.

Discover Notebooks: Advanced investment analysis for accelerating your research

Morningstar is making upcoming enhancements across Fixed Income Futures and the Fixed Income Style Box. Join Jeff Westergaard, Director of Fixed Income Data and Methodology at Morningstar, as he shares product updates across these topics in addition to gathering client feedback to help inform our fixed-income roadmap.

What We'll Cover:
- We’ll offer transparency around the ways we’ll be improving the current methodology used for calculated fixed income portfolio-level analytics to minimize the “unknown” portion of a portfolio, drive input data consistency, and improve accuracy between self-reported and calculated average statistics.
- We’ll preview the upcoming enhancements to the Fixed-Income Style Box methodology, making the Fixed Income Style Box more intuitive by clarifying how the assignments were derived and how values match investment objectives.

To ensure this session is as valuable to you, we encourage you to submit questions during the registration process in advance of the webinar, so we’re able to prepare thorough answers for you to cover during the presentation.

About the Speaker:
Jeff Westergaard is responsible for all of Morningstar's global efforts to enhance fixed income data assets, fixed income analytic tools and methodologies to better serve our core mission of helping investors make choices that lead to better outcomes. He’s directly engaged in data modeling, analytic design, construction, and implementation of methodologies and product integration across all fixed income markets globally.

Fixed Income Portfolio Enhancements for Managed Investment Products

Is current inflation transitory or longer lasting? It’s the key question occupying financial markets, central bankers, and the business community alike, as rising prices cascade through the economy. While some welcome inflation as a sign of recovery from the pandemic-driven downturn, others fear an end to a generation of price stability.

In this webinar we will discuss:
• Current inflation dynamics
• The importance of an inflation-hedging toolkit within a diversified portfolio
• How natural resources-linked equities can provide investors with real diversification benefits

Speakers:
•	Dan Lefkovitz, Strategist, Morningstar Indexes
•	Mark Carlson, Senior Investment Strategist – FlexShares Exchange Traded Funds

Revisiting Inflation Expectations: Is Your Portfolio Ready?

Hear from Sheryl Rowling CPA/PFS, head of rebalancing solutions for Morningstar and founder of Rowling and Associates, who will explore tax strategies and how to use them to: 
-Help your clients minimize tax burdens. 
-Avoid or minimize capital gain distributions. 
-Optimize charitable contribution opportunities.

Year-End Tax Planning with Sheryl Rowling

Morningstar and Hedge Fund Research (HFR) have partnered to present “Current Trends in Hedge Funds: Strategies for screening & performance reporting.” 

Join us for a live webinar to discuss key takeaways from HFRs latest hedge fund industry report. We’ll highlight stand-out strategies and how to apply these to your workflow using Morningstar Direct. You’ll learn how to screen for and chart the performance of hedge fund indices and uncover related hedge funds. We will then demonstrate how to easily incorporate Hedge Fund content into solutions for portfolio management and external communications.

 
Speakers: 
Kenneth J. Heinz, CFA is the President of Hedge Fund Research, Inc. (HFR) and is a leading authority on the global hedge fund industry. Mr. Heinz manages HFR's industry leading hedge fund index business, including the HFRI, HFRX, HFRP, HFRB, HFRU and HFRL Indices. Mr. Heinz has provided specialized consulting services to the industry's most significant institutional investors globally and has worked directly with thousands of managers, including many of the industry's most influential firms.  
 
Jeff Sandell, CIPM is a Senior Product Manager for Morningstar Direct℠. Mr. Sandell’s primary responsibility is to define the product strategy for Direct to serve the needs of institutional asset owners and consultants. Prior to Morningstar, Mr. Sandell held product management roles with Charles Schwab and FactSet Research Systems.

Current Trends in Hedge Funds: Strategies for screening & performance reporting

As sustainable investing becomes mainstream, there is now greater demand from investors for more clarity on the ESG aspects of their investments as well as increased regulatory pressure for standard ESG reporting. 

In this webinar, we will look into how:
- To create best-in-class communications that distill the complexities of ESG into clean and clear visuals

- Investors can quickly assess whether investment or portfolio holdings are exposed to material ESG factors, controversial areas or impacts to a cause to build stronger porfolios for long-term growth

- Morningstar Direct can help you create and relate a personalised sustainability story with trusted data, research and reportng tools that will help investors feel confident in the investment decisions they make.

Presented by:
Homaira Mahoutchian, Customer Success Team Lead, Direct – EMEA Central

Duration: 30 min

Language: English

ESG Reporting in Morningstar Direct

Is Sustainable Investing Growing Responsibly?

At the end of the second quarter of 2021, sustainable assets (excluding fund of funds) hit $26 billion in assets under management, a quarter-over-quarter growth rate of 22% and a year-over-year growth rate of 130%. As Canadian fund companies continue to ramp up their marketing and product efforts in this space, investors are taking the opportunity to grow their money in line with their values. Curiously, aside from the core regulation that a fund’s prospectus should not mislead investors, there is yet to be formal regulation on the disclosures of ESG-related fund practices in Canada. Are investors getting what they think they’re buying? That’s the question we are looking to answer in our latest Executive forum, where are panelists will also address:

• Are Canada’s fund companies doing a good job in the sustainable investment space spite of a lack of explicit standards around investment products? 
• When can we use ESG Risk as a measure of a fund’s approach, and when does it not make sense? 
• How prevalent is greenwashing amongst Canada’s fund companies? 

Panelists:
• Bryana Lee, legal counsel, Ontario Securities Commission
• Chris Fidler, senior director, global industry standards, CFA Institute
•	Dustyn Lanz, CEO, RIA Canada
•	Jon Hale, director, sustainability research, Morningstar
•	Moderator: Ian Tam, director of investment research, Morningstar Canada

Morningstar Executive Forum

Advanced Trading with TRX Tactical Trader

Advance Trading with TRX Tactical Trader

Join us to hear about the recent market trends and asset flow while learn about the latest Morningstar Direct feature on a fund flow model that decomposes the reasons why asset classes are attracting or losing flows, key drivers such as sustainability and how you can use such findings to forecast future growth rates.

Interested in learning new ways to forecast asset flows?

We will showcase our brand new easy-to-use, interactive Asset Flow Forecasts dashboard. Asset Flow Forecasts can help you:

- Understand your competitive position by spending more time on analysis and planning rather than extracting, shaping and visualizing complex data from multiple sources

- Determine which funds are thriving or underperforming based on underlying factors through the SWOT analyser

- Build predictive models that can predict the success or failure of funds, enabling strategic resource allocation and focused planning, while preventing adverse impact on investors.

Presented by:
Laura Lutton, Head of Client Solutions, Asset Management
Maria Hamidi, Senior Product Manager, Product Management

Duration: 30 min

Language: English

Asset Flow Trends and Forecasts in Morningstar Direct - Asia Edition

Building a scalable advisory/MFD practice requires a clear path towards achieving your business goals. At a time when competition is heating up, markets are defying gravity and a whole new segment of investors are entering the market, advisers/MFDs need to be prepared to seize the opportunities that are waiting to unfold.  
We are thrilled to have with us Bharat Phatak, founder of Wealth Managers India, share with us how he built one of the largest advisory firms in Pune and how advisers can prepare themselves for the opportunities and challenges that lie ahead. 
Wealth Managers India was founded by Bharat Phatak and Ajit Khasnis in 2001 and today caters to over 1,000 clients with assets under advisory of over Rs 4,000 crore in mutual funds. 
In this webinar we will discuss: 
• Why building robust processes is important
• Time is money
•	Adopt the right technology 
•	Why you should build and retain a great team
•	Why managing behaviour and psychology helps manage risks better 
•	Focus vs Diversification of your revenue stream
•	Why plan for your succession today

Secrets of Practice Management Success

Investors entered 2021 with high hopes that the pandemic was on a downward trend and economic normalization was on the horizon. Value stocks surged and interest rates rose as bond prices fell; however, by summer, investors returned to their 2020 playbook as the resurgence of the delta variant of COVID-19 drove new cases higher. In this one hour webinar, we will discuss the economic and market impact from this resurgence as well as where we see the economy and market headed.

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 and highlight where we see value for investors today
- An overview of where the U.S. economy is in its post-pandemic recovery, including prospects for inflation and a full return to normal
- Highlight the evolution occurring in the communications sector and how those changes impact our view of equity valuations and highlight several undervalued stocks

Presented by:
Dave Sekera, CFA, Chief U.S. Market Strategist
Preston Caldwell, Head of U.S. Economics
Mike Hodel, Director of Research – Communications

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

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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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.

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Move Clients from Plan to Action with Morningstar Goal Bridge

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