Name: Where are your clients on their financial planning journey?
Start: 2022-03-22T16:00:00Z
End: 2022-03-22T16:54:58.000Z
Location: BrightTALK
Rating: 4.93

This second webinar in our series focuses on “Demystifying Impact.” Differing perspectives and definitions make impact data complex to understand. This is made more difficult by the myriad ways impact is reported on in the market, even going into ‘greenwashing’ territory. This session aims to help you get a grip on and dive into impact investing.  

Join us to discuss:  

Impact versus ESG, and how it fits in sustainable investing. 

How to identify true impact funds. 

How to determine the actual impact of funds and portfolios. 

And more. 

Speakers:  

Priyank Patwa, director product management - Morningstar Direct and Report, EMEA 
Maggie Stafford, senior product manager for ESG Retail and Wealth

SESSION 2: Sustainable Investing Approaches – Assessing Impact

Morningstar’s Third Quarter 2022 U.S. Stock Market Outlook: The Pendulum Swings Too Far: U.S. Equity Markets are Undervalued

Often times, equity markets can act like a pendulum in the short run, quickly swinging from overvaluation to undervaluation. According to a composite that we cover, we think now is one of these times. 

As much as we opined that the equity market was overvalued coming into the year, we think stocks have fallen too much and offer a significant amount of value for long-term investors. In our 2022 Outlook, we noted that the slowing rate of economic growth, tightening monetary policy, inflation running hot, and rising interest rates all presented headwinds that the market would need to contend with this year.

In this continuation of our popular quarterly Market Outlook series, we’ll provide: 
• Insights on the most undervalued sectors and stocks across the 700 stocks we cover in the U.S.
• 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.

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 2022 Q3 U.S. Stock Market Outlook

Morningstar’s new ESG personalization survey and integrated portfolio construction tool helps you know more about your clients and build optimized portfolios that serve both their financial aspirations and reflect their sustainability interests. Join us for a demo of the new tool and see how we can help achieve regulatory requirements to provide personalized portfolios at scale.     
                    
Speakers:
Jenny MacMillan Brown, Vice President, Business Development, Morningstar
Jason Stipp, Director of Product Management, Morningstar

Matching Values: Personalize portfolios with ESG preferences

For the past decade, the market has encouraged advisors to prioritize client engagement and outsource portfolio management. Now the tables have turned, and the market is demanding that advisors customize each client’s portfolio based on their financial and personal motivations. How can advisors balance broad personalization while maintaining scale?

Join us for a discussion on the journey to personalization and choosing the right toolkit:
• Building trust and the importance of a goals-based financial plan 
• The rise of model portfolios and emphasis on increased efficiency 
• When to employ direct indexing and highly tailored portfolios 
• Leveraging the personalization equation to determine the best investment approach

Panelists:
Thomas Aviles, Vice President, Business Development – Financial Planning, Morningstar Inc.
Cindy Galiano, Head of Product, Investment Management, Morningstar Investment Management LLC
Michael Herbst, Director, Models & Institutional Investments, Morningstar Inc.
Marta Norton, Chief Investment Officer, Morningstar Investment Management LLC
Moderated by Matthew Radgowski, Head of Client Solutions, Advisor Segment, Morningstar Inc.

Solving the Personalization Equation to Unlock Growth

Market volatility continues to be top of mind for clients and prospects. Please join us for a webinar discussing how Morningstar Direct delivers powerful insights and Morningstar Indexes to drive decision making in uncertain times.  

We will share how to gain market intel by highlighting the most efficient ways to be armed with needed data, make portfolio decisions and automate your processes. 

 

Speakers: 

Brandon Krisko VP Direct Sales Specialist 

Brandon partners with Morningstar’s largest asset and wealth management clients to help them run their businesses using Morningstar Direct.  Prior to his role as a Direct Sales Specialist, he supported Morningstar Direct clients with implementation and training as a Customer Success Manager.  He holds a BA from Washington University in St. Louis.

Prepare for Client Conversations in a Volatile Market

In December of 2021, the Investment Industry Regulatory Organization of Canada (IIROC) updated its guidance, encouraging advisors to understand clients’ preferences around Environmental, Social, and Governance considerations when completing the Know-Your-Client process. Though advisors are urged to record this information, the guidance does not yet require advisors to implement these preferences in investment recommendations. To do that, advisors would first need to understand clients’ preferences, and then find products that meet those investment objectives. How would one go about doing that? 

The panel will address the following:
• Where does an advisor begin in recording an investor’s ESG preferences? 
• What techniques can be used to determine the degree of commitment an investor has to ESG?
• How to differentiate between an investor’s pecuniary ESG beliefs and nonpecuniary ESG preferences?
• Where can one find suitable sustainable investments? 
• How can investors tell whether sustainable investments meet their stated objectives?

Panelists:
Jon Hale, Director, Sustainability Research, Morningstar
Jason Pereira, Partner and Senior Financial Consultant, Woodgate Financial Inc.
Fate Saghir, SVP, Head of Sustainability, Mackenzie Investments 
Moderator: Ian Tam, Director of Investment Research, Morningstar

Bridging the Gap between Value and Values

This first webinar of our series delves into the "Why” and “How” of analyzing ESG risk for due diligence. It asks, “Should assessing ESG risk be part of basic due diligence? Why? What’s the best way to do that, and how can data and ratings simplify this process?”

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Sustainable Investing Approaches: A 3-Part Series 

Sustainable investment analysis and reporting can be complex and mean different things to different people. Morningstar’s committed to making it easier for everyone, and this series of webinars focuses on key approaches to sustainable investing, how you can use ESG ratings and data to meet different objectives, and how to find gaps and opportunities in the market. 

Choose to attend sessions based on your interests—perhaps that’s one or all three! Details on sessions 2 and 3 to come. 

- Limiting ESG Risk—June 7 at 9:30 am CT / 15.30 GMT / 16.30 CEST 
- Assessing Impact—July 13 
- Applying Exclusions—Sep 7

SESSION 1: Sustainable Investing Approaches – Limiting ESG Risk

As Russia invaded Ukraine, major stock markets saw heavy losses and a number of equity indexes reacted with a drop. Looking for an easy way to conduct your portfolio impact analysis?

Join Karine Hoang-Reed, Customer Success Team Lead, and Victoria Hernandez, Customer Success Manager, to learn how you can find out your portfolio exposure to Russia. With Morningstar Direct, you’ll have access to data sets to help see how your portfolios are impacted in a graphical format and screen the entire universe for a list of funds that could be affected by the recent events in Russia and Ukraine.

Fireside Chat: How exposed is your portfolio to Russia?

Join us for a fresh look at the newly re-designed and enhanced Morningstar Office platform as we reveal the top three ways advisors are leveraging Office to grow their practices. During this presentation, we will share strategies advisory firms use to grow business including:

• Attracting new clients with risk profiling, goals based planning and compelling proposals 
• Tracking, reporting, and billing on held-away assets
• Analyzing current and proposed portfolios through the lens of what’s top-of-mind with prospective clients, including ESG and cryptocurrency

3 Ways Advisors are Growing Their Businesses with Morningstar Office

Lately it seems everyone is talking about ESG investing, but who are the investors demanding ESG? This webinar will overview findings from research into the ESG investors: who are they, what do they want, and how much do they want it? This talk will overview findings from several studies of investor behavior, attitudes, and beliefs with respect to ESG. You'll learn how and why ESG investing appeals to so many, what they expect it to do for them financially as well as emotionally, how current data and tools are meeting the need, and what still needs to be done.

Let’s Talk About ESG Investors

The thematic fund market has rapidly developed in recent years. These funds attempt to harness secular growth themes ranging from artificial intelligence to Generation Z. Some have delivered phenomenal performance, while others have been duds. Over the last two years, asset managers have ramped up the supply of these niche and often gimmicky funds, increasing investor demand for clarity and guidance. 

Join us to discuss: 
 - The latest thematic fund research and performance 
 - Key trends in the global thematic fund landscape 
 - How to access thematic fund data 

Morningstar Speakers: 
Abhijay Gupta is quantitative analyst at Morningstar and works on building client facing research notebooks that leverage quant models and use interactive front end components to visualize and provide differential granularity of financial data enabling deeper analysis.   
 
Daniel Sotiroff is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers passive strategies.    

Kenneth Lamont is a senior fund analyst for Morningstar. Specializing in index strategies Kenneth covers the European passive funds and has published widely on the topics of sustainable and thematic investments. Recent publications include The Global Thematic Fund Landscape 2022.  

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.

The Evolving Era of Thematic Investing – North America View

In our 2022 Outlook, we noted that we viewed the U.S. equity market as overvalued and reviewed several headwinds including the slowing rate of economic growth, tightening monetary policy, hot inflation, and rising interest rates. Compounding these headwinds, commodity prices skyrocketed following Russia’s invasion of Ukraine. Join us as we discuss whether these headwinds have played out and the long-term implications surrounding the sanctions issued against Russia. We will then review the valuation dislocations we see across the stock market and highlight the best opportunities across our sector and stock coverage for investors.

In this continuation of our popular quarterly Market Outlook series, Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics, will discuss how to help your clients understand current market valuations and identify pockets of opportunity. Additionally, 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.
• Our economic outlook for the U.S., including our growth and inflation forecasts. We’ll assess the likelihood that inflation pressures (and the Fed’s response) push the economy back into recession.

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 sector valuations and review individual stock valuations. Following the prepared presentation, we will be happy to address as many questions from the audience as time allows.

Q2 2022 U.S. Stock Market Outlook Webinar - APAC Edition

Realizada en treinta países, la exclusiva premiación de Morningstar reconoce al mejor fondo mutuo de cada una de las 7 categorías evaluadas, y a las gestoras de fondos que más han aportado valor a los inversionistas. Este evento está direccionado a toda la industria chilena de inversiones, incluyendo AGFs, AFPs, Bancas Privadas, Corredoras y Family Offices.

En esta oportunidad, nos acompañará Janet Viader, Senior Associate, Client Relations de Sustainalytics, una empresa Morningstar y líder global en análisis ESG, para comentarnos más acerca de nuestro Sustainable Investment Framework bien como algunos caminos y enfoques de la inversión responsable.

Morningstar Fund Awards Chile 2022

In our 2022 Outlook, we noted that we viewed the U.S. equity market as overvalued and reviewed several headwinds including the slowing rate of economic growth, tightening monetary policy, hot inflation, and rising interest rates. Compounding these headwinds, commodity prices skyrocketed following Russia’s invasion of Ukraine. Join us as we discuss whether these headwinds have played out and the long-term implications surrounding the sanctions issued against Russia. We will then review the valuation dislocations we see across the stock market and highlight the best opportunities across our sector and stock coverage for investors.  
   
In this continuation of our popular quarterly Market Outlook series, Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics, will discuss how to help your clients understand current market valuations and identify pockets of opportunity. Additionally, 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.
• Our economic outlook for the U.S., including our growth and inflation forecasts. We’ll assess the likelihood that inflation pressures (and the Fed’s response) push the economy back into recession.

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 sector valuations and review individual stock valuations. Following the prepared presentation, we will be happy to address as many questions from the audience as time allows.

Turmoil in the Markets Has Led to Attractive Valuation for Long Term Investors

As investors demand more transparency, we continue to see new regulations introduced that protect consumers, fortify the fiduciary relationship, and mitigate conflicts of interest. Firms are now turning their attention to the new SEC Marketing Rule, and many may be tempted to apply a band aid approach that simply addresses current requirements. These point solutions can prove to be more time-consuming and costly in the long run. Instead, companies should be proactively managing regulation as a core component of their operating strategy. Those that embrace regulation not only mitigate risk but may gain a competitive advantage.   

Join us as we discuss the challenges and opportunities of today’s regulatory environment.   
     - What near-term pressures is the new SEC Marketing Rule posing?  
     - How can you embed regulatory requirements within your firm’s strategy?  
     - What is the future direction of the regulatory environment? 

Panelists: 
Matt Radgowski - Head of Advisor Solutions, Morningstar  
Aron Szapiro - Head of Retirement Studies and Public Policy, Morningstar  
Jeongmin (Jenny) Lee – Market Research Manager, Morningsta

Aligning Regulatory Compliance with Your Firm's Growth Strategy

¡Te invitamos a la ceremonia de los Morningstar Fund Awards México 2022!

Morningstar, una de las empresas de análisis de inversiones independientes más grandes del mundo, reconoce al mejor fondo mutuo de cada una de las categorías evaluadas y a las gestoras de fondos que han aportado más valor a los inversionistas.

Este evento está dirigido a toda la industria mexicana de inversiones.

Morningstar Awards México 2022

In 2021, the European Union adopted a strategy to redirect the flow of capital towards the transition to a sustainable economy but what does this mean and how does it impact investors outside of Europe? This webinar will look at the practical implications for investors operating in Asia Pacific.
 
What to expect from the webinar:
• A legislative review and key timelines
• An understanding of the opportunities and implications for investors operating in Asia Pacific
• A summary of Morningstar and Sustainalytics EU Taxonomy, Sustainable Finance Disclosure Regulation (SFDR) and portfolio level alignment solutions

Panelists:
- Chris Terzis, Senior Director Client Relations APAC, Sustainalytics (Moderator)
- Anastasia Georgiou, Director, Client Solutions, Morningstar
- Jono Broome, Manager, EU Action Plan Solutions, Sustainalytics

The EU Action Plan: Insights for Asia Pacific Investors

Most people will go through many stages in their financial lives.  From chaos and survival all the way through legacy, our financial lives change as a result of external events and internal habits. In this talk, you will learn how using the Financial Life Modes model can make you a better coach and planner by helping you home in on the skills and tasks most relevant to clients for their current mode of financial behavior.

Where are your clients on their financial planning journey?

Financial Planning

Behavior Science

Advisor Workstation

Financial Lifecycle

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

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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.

Where are your clients on their financial planning journey?

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