Name: Master Custom Reporting at Scale with Morningstar Direct
Start: 2024-10-16T16:00:00Z
End: 2024-10-16T16:00:30.000Z
Location: BrightTALK
Rating: 4.3

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

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

Gain practical knowledge on using Direct Advisory Suite to create Investment Plans that accurately reflect your clients’ risk tolerance. 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 Investment Plans in Direct Advisory Suite

In an ever-evolving financial landscape, asset managers face numerous challenges—from inflation and interest rate movements to geopolitical tensions and technological disruptions. Join us for an insightful webinar where Morningstar’s Joseph Agostinelli, Senior Director of Market Research, and Ben Johnson, Head of Client Solutions for Asset Management, dive into the latest findings from our “Voice of the Asset Manager” survey. 

What you’ll get from the webinar: 
- Comprehensive analysis of top concerns for asset managers, compared against to investor and advisor sentiments 
- Top strategies for overcoming fee compression and maintaining operational efficiency 
- Actionable insights on adapting to technological innovations and regulatory changes 

Take this opportunity to equip yourself with the knowledge and strategies needed to navigate today’s market complexities.

Navigating Market Challenges: Insights and Strategies for Asset Managers

As private investments become increasingly accessible and semiliquid funds approach $350 billion in net assets, investment professionals need sophisticated tools to analyze these complex instruments alongside traditional holdings. Join us to see how Morningstar Direct's latest enhancements enable you to see your entire portfolio more clearly than ever before.

In this session you will: 
- Learn more about the convergence of public and private markets and its impact on investment strategies. 
- Discover unified portfolio analysis tools for public and private investments. 
- Gain insights into future trends in market integration. 
- Learn about Morningstar Direct's expanded semiliquid and private capital fund data, powered by PitchBook.

What’s Next in Public and Private Markets: Insights & Semiliquid Coverage in Morningstar Direct

On-Demand Replay and Live Q&A with Don McHenry

From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025, with Don McHenry, Amar Ahluwalia & John O’Connell

A year ago, predictions suggested that data consolidation would become the defining challenge for wealth management firms. Today, that prediction isn't only true – it’s reshaping the entire industry. Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar as they examine how 2024's bold predictions about data consolidation have become today's reality – and what it means for your firm's future. The three wealthtech experts will also discuss:
• Data Orchestration: From held-away aggregation to full custodial and multi-custody integration
• Wealth Transfer: How tech is reshaping firm acquisitions, advisor transitions, and the great wealth transfer
• AI Evolution: Moving from standalone tools to embedded, invisible infrastructure powering data pipelines
• Personalized Experiences: Building clean, intuitive user journeys while leveraging open-ecosystem efficiencies
• Predictions: Exclusive 2026 predictions to shape your technology strategy for the year ahead
This webinar is ideal for:
• Wealth management firms tackling complex technology integrations
• Large RIAs and consolidators streamlining advisor transitions and post-merger growth
• Wealthtech platforms improving interoperability and delivering client-centric experiences

2025 Wealthtech Trends & Early Predictions for 2026: The Industry Tech Talk

Join this session to continue our Advisor Webinar series dedicated to Morningstar Direct Advisory Suite. An existing client has questions about their funds compared to others and new trends in the marketplace. Learn to compare funds, filters for new funds, and complete thorough Research on new topics such as Semiliquid funds and Private Investments. Register now to become equipped with the right tools to answer your clients promptly!

Researching with Purpose in Direct Advisory Suite

Participez à cette session pour poursuivre notre série de webinaires destinés aux conseillers et axés sur Morningstar Direct Advisory Suite. Un client existant a des questions sur ses fonds par rapport à d'autres et sur les nouvelles tendances du marché. Apprenez à comparer des fonds, à filtrer les nouveaux fonds et à effectuer des recherches approfondies sur de nouveaux sujets tels que les fonds semi-liquides et les placements privés. Inscrivez-vous dès maintenant pour disposer des outils adéquats afin de répondre rapidement à vos clients.

Effectuer des recherches ciblées avec Direct Advisory Suite

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports. 

Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to:
• Build custom collateral for internal and external distribution
• Automate reports for recurring analyses
• Generate side-by-side comparisons
• Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Master Investment Recommendations with Presentation Studio in Morningstar Direct

Proper portfolio construction is not just a task - it's a strategic endeavor that can significantly impact your clients' success.  
However, the daily operations of building, analyzing, stress testing, and refining portfolios often consist of disparate systems and data sources pieced together. 

Morningstar Direct Lens unifies Morningstar’s powerful portfolio capabilities, allowing you to spend less time searching for the right tools and more time analyzing the data that matters most. 

During our discussion, we’ll explain:    
• How Direct Lens enhances the portfolio construction process   
• How to import, view, analyze, and compare your current portfolio    
• How to drill down into portfolio exposure, risk, and holdings data  
• How to run formatted reporting powered by Morningstar Direct’s Presentation Studio

Master Portfolio Management with Morningstar Direct Lens

Simplify Portfolio Management and Reporting with Morningstar Direct

Data can be both a blessing and a curse. It can expose opportunities but only with the right tools and processes in place. 

Learn how to use Morningstar Direct’s Performance Reporting module to build custom reports at scale. Our expert speakers will share tips to help you improve your processes and expedite your reporting and due diligence efforts.  

In this discussion, you’ll learn: 
- What the Performance Reporting tool is 
- How power users are leveraging its advanced reporting capabilities 
- How to build, format, and automate a report for comprehensive-yet-clear reporting 

Webinar Speakers:  
- Ben Johnson, Head of Client Solutions, Asset Management, Morningstar, Inc. 
- Brandon Krisko, VP, Direct Sales Specialist, Morningstar, Inc. 
- Peter Kalembasa, Senior Customer Success Manager, Morningstar, Inc.

Master Custom Reporting at Scale with Morningstar Direct

Performance Monitoring

Reporting

Asset Management

Investment Management

Investment Strategy

Investments

Financial Management

Data Analysis

Portfolio Manager

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

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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

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Master Custom Reporting at Scale with Morningstar Direct

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Morningstar Research & Solutions