Name: Optimize your Morningstar Direct Experience with Investment Strategy Analysis
Start: 2022-07-20T14:30:00Z
End: 2022-07-20T14:30:34.000Z
Location: BrightTALK
Rating: 5

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

A new year is often when advisors step back, reassess what’s working—and rethink what isn’t. From clunky workflows to disconnected tools, many advisor tech stacks are due for a reset. 

Join Morningstar for a forward-looking webinar led by our Head of Advisor Software, where we’ll share how we’re building a more intuitive, integrated, and intelligent advisor experience with Direct Advisory Suite. You’ll get a firsthand look at how Morningstar is strengthening its focus on three areas that matter most to advisors today: 
  
- A simpler, more powerful client experience, enhanced by AI-driven workflows 
- Independent ratings and research, embedded directly into everyday advisor decisions 
- Integrations that reduce friction, bringing data, planning, and insights together 

If you’re evaluating your advisor tech stack this year, this session will help you understand what to expect from a true long-term partner.

Reset Your Tech Stack for 2026: Morningstar’s Vision for Powering the Modern Advisor

Join us for an insightful webinar as we delve into the findings of Morningstar's latest advisor insights study and discover how leading advisors are responding to market complexity. This research provides a comprehensive look at how U.S. advisors are adapting to shifting market dynamics and investor expectations. Gain practical insights into personalized planning, emotional support, and the strategic use of generative AI. 

Key Takeaways Include: 
- Understanding top market concerns for advisors 
- Adapting to changing client expectations, including real-time communication 
- Navigating challenges in private markets 
- Leveraging generative AI to enhance advisor efficiency

Morningstar's Insights: How Financial Advisors Can Deliver Value in 2026

Retirement planning is at an inflection point. Longer lifespans, broader investment options, and rapid innovation—from managed accounts to expanded public and private markets—are reshaping how investors save for and generate income in retirement.

In this Investors First webinar, Morningstar CEO Kunal Kapoor is joined by Brock Johnson, President of Morningstar Retirement, and Morningstar's Christine Benz, Director of Personal Finance and Retirement Planning, to explore the trends redefining retirement planning today and what comes next.

Together, they’ll examine how personalization, guidance, and research-driven insights can help investors navigate complexity, improve outcomes, and approach retirement with greater confidence—now and in the years ahead.

Investors First: The New Rules of Retirement Planning

Join Morningstar Sustainalytics’ research leaders for a forward-looking discussion on the ESG themes set to shape global markets in 2026.

The Sustainable Investing Trends to Watch in 2026 webinar unpacks the headline insights from our latest Sustainable Investing research report, which covers regulatory shifts, climate transition and adaptation trends, private-market dynamics, the evolution of sustainable bonds, nature and biodiversity action, and the emerging ESG implications of AI.

During this session you’ll gain a practical perspective on how many of these developments will influence portfolio construction, reporting, and real-world impact this year.

Kick off 2026 with the insights you need to help navigate the next chapter of sustainable investing.

Sustainable Investing Trends to Watch 2026

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

Join us for an insightful webinar as we uncover the power of network effects—a potent  competitive advantage that is behind some of the most valuable companies in the world.  Ideal for institutional investors, asset managers, advisors, and other financial professionals, this session will explore how network effects drive retention and defensibility and earn moats for those companies that possess them.   

Meet Our Speaker(s): 
-Allen Good, Director of Equity Research and Economic Moat Committee Chair 

What You'll Learn: 
- Definition and Dynamics: Understand how network effects increase the value of goods and services and create 'winner-take-most' market scenarios. 
- Sector Insights: Discover the impact of network effects across various sectors, including technology and financial services. 
- Evaluating Companies: Learn what to look for in companies that might be pursuing networks and how to measure if they are succeeding  

Register now to reserve your spot and learn how to incorporate network effects into your financial strategies.

Network Effects 101: Where, When, and How it Builds Economic Moats

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

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

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

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

Morningstar Direct can help you stay super efficient and keep you on track for big goals. Our latest webinar focuses on the best ways to use Morningstar strategy data to fortify your portfolio offerings.  

Join Morningstar’s Jeff Sandell, senior product manager of institutional investing for Morningstar Direct to:  
• Determine best-fit vehicles.  
• See past the details to get the big picture.   
• Boost competitive intelligence. 
• Improve time management.

Optimize your Morningstar Direct Experience with Investment Strategy Analysis

Investment Strategy

Investment Management

Morningstar

Investment Research

Due Diligence

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.

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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.

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Optimize your Morningstar Direct Experience with Investment Strategy Analysis

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