Matching Values: Personalize portfolios with ESG preferences

Presented by

Jenny MacMillan Brown and Jason Stipp

About this talk

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

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