Name: Leverage Firm Diversity Data & Insights in Your Investment Analysis
Start: 2021-09-15T16:00:00Z
End: 2021-09-15T16:30:02.000Z
Location: BrightTALK
Rating: 3.7

In the wake of the rapid deterioration of several banks, including Silicon Valley Bank and Credit Suisse, many institutional investors are looking to better understand how they are positioned to navigate the current market environment.     

Join us for an inside look at Morningstar Direct’s in-depth investment analysis capabilities. Dive deeper into the data you need to tell your story and set yourself apart from your peers.    

This webinar will uncover key takeaways you can discover with our Security Ownership Analysis Notebook, Advanced Risk Modeling Capabilities and how you can screen for particular portfolio holdings or risk factors.

Global Banking Failures: How to Screen, Analyze, and Model Portfolio Exposure

Against the backdrop of an intensifying regulatory environment, risk profiling solutions are under the microscope these days. But aside from compliance, risk profiling, when done correctly, also is an effective first step in getting to know your client. And with the right profiling solutions, risk can be the gateway to deeper conversations with clients, long-term value creation, and truly personalized portfolios.

Join us to learn:  
- How to discuss risk with clients in a way that drives understanding and engagement
- What to do with clients’ risk profiles once you have them
- How a fully integrated risk profiling process and solution can result in customized portfolios

How to talk to clients about their risk profile

The foundation of a great client experience starts with great communication. And using the right technology helps you efficiently and effectively build those meaningful relationships to help your business grow. 

Join Alison Susko, VP of Community at Asset-Map, and Nestor Solis, Senior Business Development Exec at Morningstar, as they share: 

• How to save time AND increase client meeting effectiveness with real-time sharing of visual reports 

• Secrets to creating a best-in-class client experience by making complex financial information intuitive and easy to understand 

• How the Asset-Map and Morningstar Office integration frees up valuable time to grow and serve your client base 

Webinar Speakers: Alison Susko, VP of Community at Asset-Map, and Nestor Solis, Senior Business Development Exec at Morningstar

How to Bridge the Communications Gap with Your Clients

Although the stock market is undervalued – it faces a rough road ahead. The effects of the second largest bank failure in U.S. history are reverberating throughout the markets. Tightening monetary policy is poised to begin taking its toll on the economy later this year. Inflation remains stubbornly above the Fed’s target.

While volatility will likely stay elevated over the foreseeable future, once investors begin to see an upswing in leading economic indicators, we think the markets can begin a sustainable rally towards where we see fair value.

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.

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. We will:

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

Highlight investable long-term secular growth themes.

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. Following the presentation, we will take 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 Susan Dziubinski, Investment Specialist, Morningstar

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

Morningstar’s 2nd Quarter 2023 U.S. Stock Market Economic Outlook

Are you tired of wasting precious time and resources on a inefficient prospecting?  Fidelity Institutional has uncovered a startling statistic "only 37% of firms segment their clients." That’s a missed opportunity.  if you want to take prospecting to the next level, data analytics can help you to better understand your prospects, be more efficient on where you spend your time, and help unlock new growth opportunities. 

In this webinar you’ll learn how you can take your advisory firm to the next level by using an investment-first data aggregation platform that enables scalable, efficient prospect vetting and digital client onboarding.  The addition of analytics generates unique insights and personas that help you segment your prospects into higher growth niches based on their financial behavior, preferences, and demographics. This is how you align your firm's services with client needs and create stronger relationships that drive long-term growth. 

Join us for and learn how to: 

- Effectively onboard prospects and clients using a financial data aggregation platform 
- Segment your prospects into higher growth potential niches with an insights and persona generation analytics engine 
- Create more efficient and effective engagement processes to convert prospects to clients 
- Align your firm's services with client needs to build stronger relationships and drive long-term growth 

 Speakers:  
Ariam Sium, VP Product @ FinGoal 
Hazal Sabah, Senior Product Manager @ Morningstar ByAllAccounts

Source: “Four Steps to Successful Client Segmentation - Crafting and implementing your customized segmentation strategy”, https://clearingcustody.fidelity.com/app/literature/item/9880538.html

Improve Prospecting Efficiency with Data-Driven Insights

Equity attribution is the process of comparing portfolio performance to a pre-selected benchmark. It’s a crucial part of proving fund value, especially as interest rates and inflation rise.  

Join us as we breakdown our own analyses to show how you can run your own equity attribution within Morningstar Direct. 

Subjects to be discussed: 
- How high-performing funds are utilizing struggling growth stocks 
- How Morningstar research conducts its analysis 
- A step-by-step walkthrough of Equity attribution in Morningstar Direct 

Webinar Speakers: 
Jack Shannon, Senior Manager Research Analyst, U.S. Equity Strategies 
Sneh Verma, Customer Success Manager, Morningstar Direct

Prove Your Portfolio: Best Practices in Equity Attribution

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

The Net Zero Transition: Building Climate-Aware Investment Strategies

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

Webinar Speakers:
Azadeh Sabour, Senior Vice President, Climate Solutions
Clark Barr, Director of Methodology, Climate Solutions
Anya Solovieva, Global Commercial Lead, Climate Solutions

On May 2nd, 2023, Morningstar will unite its two forward-looking managed investment ratings – the Morningstar Analyst Rating and the Morningstar Quantitative Rating – into a single rating: The Morningstar Medalist Rating.

2021 marked the 10- and 5-year anniversaries of the Morningstar Analyst Rating and Morningstar Quantitative Rating respectively, and both ratings have enjoyed an efficacious track record over this time. As managed investment products rapidly grow, the single rating system will allow Morningstar to leverage the best of our qualitative and quantitative insights to provide timely and efficacious ratings for investors.

Join Jeff Ptak, CFA and Lee Davidson, CFA of Morningstar Research Services LLC for a webinar discussion where they walk through key details of the forthcoming ratings change. We will reserve ample time for audience Q&A, so live attendance is encouraged.

Key discussion points include:
· Key drivers behind Morningstar’s decision to unite the two forward-looking ratings
· How the Morningstar Medalist Rating will be expressed within products
· Maximizing Morningstar’s analyst input within the Morningstar Medalist Rating

Webinar Speakers: 
· Jeff Ptak, CFA, Morningstar Research Services LLC
· Lee Davidson, CFA, Morningstar Research Services LLC

Introducing the Morningstar Medalist Rating

The turn-over rate of advisors during generational wealth transfer is 70%. Are you confident that you can demonstrate your value to a new generation of clients? Getting to know your clients’ concerns, expectations and values will help you deliver truly personalized portfolios and differentiate yourself in the market.  

In this webinar, you will learn how to:  

- Have constructive conversations around values with your clients 
- Use technology to derive reliable and actionable data around client preferences  
- Ensure that your portfolios reflect client values while still meeting regulatory requirements and are in your clients’ best interests

How to talk to your clients about their values

US inflation rates rose to their highest levels since the 1980s last year, thanks to a string of geopolitical tensions and pandemic-related economic decisions. In this webinar, US Head of Economics, Preston Caldwell will review his economic forecast.

What's Next for US Interest Rates?

We applaud the Consumer Financial Protection Bureau (CFPB) and their progress towards implementing Section 1033 of the Dodd-Frank Act to protect consumers’ access to their financial data. However, the rulemaking, expected to be finalized by 2024, will most likely not have an immediate impact on the investment data ecosystem. Morningstar® ByAllAccounts® is bridging this gap as your advocate and essential partner for high-quality, reliable, and actionable investment data to empower investors, advisors, and the platforms that serve them.

Effectively navigating the evolving regulations and standards for open banking in the U.S. is a complex undertaking. Hear from Brian Costello, Head of Data Aggregation Strategy & Governance, Morningstar ByAllAccounts, as he answers key questions, including:
• Why did Morningstar ByAllAccounts submit a Comment Letter in Response to CFPB Section 1033 SBREFA Outline of Proposals for Consideration and what did it say?
• How is Morningstar ByAllAccounts advocating for the data rights of consumers acting as investors and the advisors that serve them?
• How will investment data aggregation evolve alongside open banking in a safe and reliant way for investors and advisors?

Solving for an Imperfect Union: Investment Data and Open Banking

How can you grow and retain business as a financial advisor in 2023? With a growing need for hyper-personalized advice, there is an 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 growing need for advice to grow your business    
- Why truly understanding your client leads to better outcome 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

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

Many investors see diversity as an opportunity—they see firms with diverse ownership as better long-term investments.  

Join us on to learn how to incorporate firm diversity data into your investment analysis through Morningstar Notebooks in Direct.  

Morningstar collects firm-level diversity data to help you understand firm diversity policies and practices to get an edge on who is going to outperform on talent. Whether you are just starting your planning process or looking to enhance your DEI strategy, learn how you can also participate in this database and add transparency to your firm’s diversity initiatives. Now, we are surfacing this data and analytics in Morningstar Notebooks, where users can easily access and leverage this data and insights  in real time. Notebooks offers an easy and efficient way to analyze data and develop new and meaningful insights.  

Presented by:
Jeff Sandell, Senior Product Manager

Duration: 30 minutes

Leverage Firm Diversity Data & Insights in Your Investment Analysis

Diversity

Pensions

Advisor

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Leverage Firm Diversity Data & Insights in Your Investment Analysis

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