Name: Year-End Tax Planning with Sheryl Rowling
Start: 2021-11-02T17:00:00Z
End: 2021-11-02T17:00:35.000Z
Location: BrightTALK
Rating: 3

Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more. 

Join our webinar to see how ByAllAccounts' Custodial Data Feed Network and new advisor onboarding process transforms a traditionally frustrating experience into a streamlined, efficient journey.

Wealthtechs: Level-up Your Advisor Book of Business Data Access

Efficient performance reporting is essential for effective due diligence. Join us for a live session to explore how Morningstar Direct’s performance reporting capabilities can help you surface key insights faster, simplify complex workflows, and improve team-wide efficiency.

In this webinar, you’ll learn how to:

• Navigate Morningstar Direct’s Performance Reporting tool
• Leverage its advanced functionality to build more impactful reports
• Analyze, format, and automate performance reports with ease

We’ll also showcase how Presentation Studio, a powerful module within Morningstar Direct, enables you to design visually striking, professional-grade reports.

Discover how to use Performance Reporting in Morningstar Direct can help you build custom reports at scale. Our expert speakers will share practical tips to help refine your processes and speed up your reporting efforts.

Build Smarter Reports, Faster: Custom Reporting at Scale with Morningstar Direct

Continue your journey in our Client-Centric series with this focused session on performance reviews in the Morningstar Direct Advisory Suite. Discover how to assess your client’s portfolio performance over various time periods using risk-adjusted metrics, create impactful visuals, and benchmark against custom indexes. Register now to learn efficient ways to access and present key data to your clients.

Building Performance Reviews in Direct Advisory Suite

US stocks are trading at a slight discount to our fair value, yet, we suspect 2026 may experience even greater volatility than 2025. Ever since ChatGPT launched the first salvo in the artificial intelligence arms race, stock market returns have been especially concentrated in those stocks most closely tied to the build out boom. With high market multiples predicated on especially high future earnings growth forecasts, any deviation to current market forecasts could send markets reeling. Yet, we can also envision that our current base may understate the amount of growth and efficiencies generated by AI. Furthermore, trade negotiations may have subsided for now, but we suspect they will return to the forefront in 2026. In a world of high valuations and potential for high volatility, we think portfolio positioning is even more important than ever.    

Join Morningstar’s Dave Sekera, CFA, Chief US Market Strategist and Preston Caldwell, Chief US Economist as they review Morningstar’s current market valuation, why we expect the economy will re-accelerate in the second half of 2026, and which areas in the market still offer upside opportunities. 

Learn where we see undervalued opportunities to overweight, what areas to underweight, and how we expect the US economy will play out over the course of this year. We will: 
- Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.  
- Highlight long-term secular growth themes as well as investable contrarian plays.  
- Provide our forecasts for real US GDP, inflation, and interest rates. 

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,600 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.

Morningstar’s 2026 U.S. Market Outlook - High Valuations, Higher Stakes: Expecting a Volatile 2026

Poursuivez votre exploration de notre série axée sur le client avec cette session consacrée à l'évaluation de performance dans Direct Advisory Suite. Découvrez comment évaluer la performance du portefeuille de vos clients sur différents horizons temporels à l'aide d'indicateurs ajustés au risque, créer des visuels percutants et comparer les performances à des indices personnalisés. Inscrivez-vous dès maintenant pour découvrir des méthodes efficaces pour accéder aux données clés et les présenter à vos clients.

Élaboration des revues de performance dans Direct Advisory Suite

Discover the essentials of Morningstar Direct Advisory Suite in this introductory session. Explore how to efficiently navigate the platform, perform investment research, analyze portfolios, and assess risk—all within a single solution. This webinar offers practical guidance for financial professionals and sets the stage for the next installment in our Client-Centric Webinar Series.

Building Blocks of Advice: Research, Portfolios, and Risk in Direct Advisory Suite

Découvrez les fonctionnalités essentielles de Morningstar Direct Advisory Suite lors de cette session d'introduction. Apprenez à naviguer efficacement sur la plateforme, à effectuer des recherches sur les investissements, à analyser les portefeuilles et à procéder à une évaluation des risques, le tout à partir d'une seule et même solution. Ce webinaire offre des conseils pratiques aux conseillers financiers et prépare le terrain pour le prochain volet de notre série de webinaires axés sur le client.

Éléments de base des conseils: recherche, portefeuilles et risque dans Direct Advisory Suite

Are you looking for ways to achieve greater marketing results and drive stronger impact? In today’s fast-paced environment, efficiency is more important than ever. Join Morningstar for an executive webinar focused on transforming your marketing engine. 

In this session, we will explore how to overcome common hurdles and leverage data-driven insights and innovative tools to connect with clients and demonstrate clear ROI. 

In this session, you will discover how to: 
- Solve Key Marketing Pain Points 
- Elevate the Client Experience:  
- Boost Operational Efficiency  
- Develop Strategies for Greater Impact 

This webinar is ideal for: 
Heads of Marketing, Sales Leaders, and Heads of Distribution focused on driving growth and optimizing performance.

From Insight to Impact: Overcoming Marketing Challenges with Morningstar's Solutions

Morningstar is committed to increasing transparency, explainability, and confidence in our Medalist Ratings. Join us for an in-depth webinar where we’ll introduce our simplified approach to ratings and methodology. 

This session will provide a comprehensive overview of the changes, including: 
- Transparent Pillars: Quant-driven fundamental pillars (People, Process, Parent) will now include greater visibility into the underlying inputs — including new metrics like Fund Manager Successful Experience*— so investors can better understand how a Medalist Rating is determined. There will continue to be a delineation between pillar ratings that come from an analyst or algorithm.  

- Simplified Structure: Funds are evaluated against their Morningstar Category average rather than a benchmark, enabling investors to more easily identify Medalist options within a category and make meaningful peer comparisons.  

- New Price Score: A Morningstar Medalist Rating Price Score from –2.5 to 2.5 will explicitly reflect whether an investment’s fee is a liability or competitive advantage, subtracting from or adding to the overall rating.  

- Fixed Rating Thresholds: Medalist Ratings will be determined by a simple combination of fundamental pillar ratings and a Medalist Rating Price Score, increasing stability by eliminating a forced distribution of ratings that caused ratings to change based on updates to other funds.  

*Fund Manager Successful Experience: Tenure-weighted average of the successful manager experience values for the managers listed on the fund. The successful manager experience value for each manager is the total number of months over the past 10 years in which a manager achieved a positive gross-of-fee excess return over the category index, minus the number of months with negative ones.

Discover the Future of Morningstar’s Medalist Ratings

Join this session to continue our Client-Centric series dedicated to Morningstar Direct Advisory Suite. An existing client is eager to learn how diversified his portfolio currently is, and how to add elements to further diversify it. Learn how to analyze a Portfolio, make edits in the portfolio, and compare to existing models or market indexes. Register now to understand how to easily find the relevant datapoints and share with your clients!

Diagnosing Diversification with Direct Advisory Suite

Participez à cette session pour poursuivre notre série de webinaires axés sur le client consacrés à Morningstar Direct Advisory Suite. Un client existant souhaite connaître le degré de diversification de son portefeuille actuel et savoir comment y ajouter des éléments pour le diversifier davantage. Apprenez à analyser un portefeuille, à le modifier et à le comparer à des modèles existants ou à des indices de marché. Inscrivez-vous dès maintenant pour découvrir comment trouver facilement les données pertinentes et les partager avec vos clients.

Diagnostiquer la diversification avec Direct Advisory Suite

Gain practical knowledge on using Direct Advisory Suite to complete an in-depth analysis of portfolios thanks to the Portfolio Comparison tool. This webinar provides actionable insights for financial professionals and serves as a foundation for our next session in the Client-Centric Webinar Series.

Basic Overview of Portfolio Comparison Tool in Direct Advisory Suite

Acquérez des connaissances pratiques sur l'utilisation de Direct Advisory Suite pour réaliser une analyse approfondie des portefeuilles grâce à l'outil de comparaison de portefeuilles. Ce webinaire fournit des informations exploitables aux conseillers financiers et sert de base à notre prochaine session de la série de webinaires axés sur le client.

Aperçu général de l'outil de comparaison de portefeuilles dans Direct Advisory Suite

As 2026 approaches, investors face a complex mix of trade tensions, a softening U.S. dollar, and rapid innovation reshaping the global economy. 

In this live webinar, Morningstar’s investment leaders unpack five themes defining the year ahead and share practical ways to position portfolios for strength and opportunity. 

What You’ll Learn: 
- How to stay resilient amid global uncertainty 
Learn practical strategies for navigating shifting trade policies, geopolitical risk, and market volatility while keeping client portfolios positioned for long-term growth. 

- Ways to adapt to changing currency dynamics 
Understand how a weaker U.S. dollar could affect inflation, global asset allocation, and emerging market exposure—and where new opportunities may emerge. 

- How to capture value in the AI-driven economy 
Explore where capital and innovation are flowing in artificial intelligence and how to evaluate which technologies have sustainable investment potential. 

- Opportunities beyond mega-cap dominance 
Gain perspective on diversification strategies that look beyond concentrated tech leadership to uncover underappreciated value across regions and sectors. 

- Tactics for generating reliable income in a volatile world 
Discover how to construct income-focused portfolios that manage inflation risk, preserve capital, and meet evolving investor needs.

Preparing for 2026: Insights from Morningstar’s Global Outlook

For investment teams, year-end reporting isn’t just a routine—it’s a high-stakes opportunity to deliver clarity, value, and trust. But behind the scenes, many firms face common challenges: data overload, tight timelines, and rising expectations for personalization and transparency. 

In this webinar, Morningstar’s Customer Success Managers share first-hand insights from their conversations with asset and wealth management clients. They'll highlight the most common pain points around year-end reporting and demonstrate how Morningstar Direct is helping teams streamline workflows, enhance personalization, and deliver reports that resonate with clients and stakeholders. 

What you’ll learn: 
- The top challenges investment teams face during year-end reporting 
- How to craft compelling narratives using high-quality data 
- Where automation and personalization intersect in reporting workflows 
- How Morningstar Direct helps streamline reporting and elevate client communications 

Whether you're looking to improve efficiency, elevate your client experience, or reduce reporting friction, this session will provide practical strategies and tools to help your team close the year strong.

From Data to Decisions: Best Practices for Year-End Investment Reporting

As 2026 approaches, investors face rising protectionism, geopolitical fragmentation, and market instability. In this Investors First webinar, CEO Kunal Kapoor will be joined by Morningstar's global market strategists to explore the trends shaping portfolios in the year ahead and discuss insights from the new Morningstar 2026 Market Outlook report.

They’ll cover:
- Building resilient portfolios in an unpredictable market
- Navigating concentration risk from mega-cap techs
- Finding long-term value beyond headline names
-  Emerging policy shifts and their industry impact

Investors First: 2026 Market Outlook

Join this session to continue our Client-Centric Webinar series dedicated to Morningstar Direct Advisory Suite. A new client is bringing over inherited assets and wants to understand the risk alignment of these with their own risk tolerance. Learn how to assess the Risk Score of a client's portfolio, initiate a Risk Tolerance questionnaire, and apply an Investment plan aligned with the client's appetite for risk. Register now to understand how to apply these important risk considerations!

Knowing Risk with Direct Advisory Suite

Participez à cette session pour poursuivre notre série de webinaires axés sur le client consacrés à Morningstar Direct Advisory Suite. Un nouveau client apporte des actifs hérités et souhaite comprendre l'adéquation de ces derniers avec sa propre tolérance au risque. Découvrez comment évaluer le score de risque du portefeuille d'un client, lancer un questionnaire sur la tolérance au risque et appliquer un plan d'investissement adapté à sa propension au risque. Inscrivez-vous dès maintenant pour comprendre comment appliquer ces considérations importantes en matière de risque.

Comprendre la gestion de risque avec Direct Advisory Suite

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

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Year-End Tax Planning with Sheryl Rowling

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