Name: PAI: ¿cómo cumplir con los requisitos reglamentarios?
Start: 2022-04-05T14:30:00Z
End: 2022-04-05T14:30:28.000Z
Location: BrightTALK
Rating: 5

Monthly webinars showcasing the latest insights into market trends & regulation and occasionally a demo of Morningstar products.

Climate change is undeniably one of the most pressing global issues of our time, and it has become a key consideration in financial and investment markets. In this webinar, we explore the global Climate funds landscape, and look at regional differences. We will also discuss the spectrum of Climate strategies and their role in portfolios, from reducing climate-related risks to investing in climate-related opportunities. 

We will look to answer questions such as: 

•          What do capital flows into Climate funds look like in 2023 so far?  

•          How do Climate funds stack up against various climate metrics and what’s inside these funds? 

•          What role do Climate funds play in Investor portfolios? 

•          How can investment professionals use Morningstar Data and Reporting Solutions to bring their Climate strategies to life?

Investing in Times of Climate Change

It’s been a volatile year for investors, but strangely enough European markets are at roughly at the same level as the start of the year. Inflation is falling, but interest rates remain stubbornly high, and consumers are becoming more cash-strapped by the day. The big question now is whether the European economy can avoid a fully-fledged recession and whether declining consumer demand will be the catalyst for this. 

Join us as we attempt to navigate through the potential pitfalls to come in the next quarter, while highlighting areas of the market where we actually see opportunities opening up!

• We will look at major price movements across the EMEA coverage universe and opportunities this has created.
• Relative valuation of the European market versus other regions.
• How sector valuations have shifted over the last quarter, and where we see value.
• The Consumer Sector and what we are seeing on the ground.

Europe Q4 2023 Market Outlook: Holding on for Life

In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2023’ research paper, which looks at current themes in on-platform MPS, viewed through the lens of Morningstar’s UK Managed Portfolios database. 

Here’s what our speakers will cover: 

Discussion of key insights into managed portfolios through the lens of their allocations, use of underlying investments, and their performance and costs. 

A demonstration of the content and functionality of Morningstar’s UK Managed Portfolios database.

Morningstar UK Managed Portfolios Landscape Update

Direct Lens es una nueva herramienta diseñada para crear, editar y analizar carteras en un único entorno, de forma más rápida y eficiente, ayudando a obtener una visión más completa de sus inversiones.

En este webinar descubrira cómo:
- Direct Lens puede mejorar el proceso de creación de carteras
- Importar, visualizar, analizar y comparar carteras
- Examinar las exposiciones de las carteras, riesgo y datos subyacentes
- Acceder fácilmente a funciones adicionales

Simplificamos la construcción de carteras con Direct Lens

Direct Lens è un nuovo strumento pensato per creare, modificare e analizzare portafogli in un unico ambiente, in maniera più veloce ed efficente, e utile ad avere una panoramica più completa dei propri investimenti.

In questo webinar scoprirai come:
- Direct Lens può valorizzare il processo di costruzione di portafogli
- Importare, visualizzare, analizzare e confrontare i portafogli
- Esaminare le esposizioni dei portafogli, il loro rischio e i dati dei loro sottostanti
- Accedere facilmente a funzionalità aggiuntive

Semplificare la costruzione di portafogli con Direct Lens

The EU Action Plan is evolving very rapidly and bringing in new requirements and a changing funds’ landscape. Join us in this webinar where we delve into the latest regulatory updates and the shifting dynamics of SFDR Article 8 & 9 Funds. Our experts will discuss the current state of the company PAIs disclosure practices, EU Taxonomy alignment reported data, and solutions for SFDR Annexes production. 

Here's what we'll cover: 
• Regulatory updates on the EU Action Plan 
• Performance and trends of SFDR Article 8 & 9 Funds in Q2
• The current state of company PAI disclosure and EU Taxonomy alignment
• Reporting solutions for SFDR Annexes production

EU Action Plan: Latest on SFDR Reporting Trends and Sustainable Fund Performance

in diesem deutschsprachigen Webinar möchten wir Ihnen Analytics Lab und Direct Lens vorstellen: zwei Features in unserem Flagschiff-Produkt Direct, die Ihren Workflow signifikant optimieren können. 

Was ist Direct Lens?
Morningstar Lens macht die Arbeit mit Ihren Portfolios in Morningstar Direct nun noch effizienter. Die Bündelung aller Portfolio-Funktionen gepaart mit einer modernen intuitiven Benutzeroberfläche, macht es Lens-Nutzern nun noch einfacher Portfolios zu erstellen, zu bearbeiten und zu analysieren – alles an einem Ort. Sie können die Auswirkungen von Beständen in ihren Portfolios leicht aufschlüsseln und dabei auch auf die ESG-Plattform von Sustainalytics und Aktien-Daten zugreifen. 

Was ist Analytics Lab?
Analytics Lab ist ein Modul in Morningstar Direct, das es Ihnen ermöglicht, das breite Datenuniversum von Morningstar noch tiefer als je zuvor zu analysieren und für ihre Bedürfnisse zu optimieren. Um das zu erreichen, kombiniert die Analytics Lab Plattform den Zugang zu allen Morningstar Daten und Research mit den flexiblen Möglichkeiten von Jupyter Notebooks. Dadurch erhalten Nutzer nicht nur Zugang zu standardisierten Analyse-Notebooks, sondern auch den Zugriff auf die kompletten quantitativen Analysemöglichkeiten innerhalb einer der beliebtesten Programmierumgebungen für z.B. Quant-Einheiten.
Die Plattform ermöglicht sowohl das Nutzen bestehender als auch das Erstellen benutzerdefinierter Notebooks (mit der Programmiersprache Python). Die tiefgehenden Analysen lassen sich mit Grafiken, Research-Berichten sowie weitere Dokumentationen anreichern und leicht mit anderen im Unternehmen teilen.

Indiv. Portfolioanalyse und -optimierung sowie Datenaggregierung leicht gemacht

Equity markets have grinded upward over the last quarter, as investors put the banking crisis firmly in their rear-view mirrors. Although there has been no further drama in the banking sector since the March takeover of troubled Credit Suisse, the macroeconomic environment in Europe remains challenging. High inflation rates are becoming persistent, interest rates continue to rise, and consumers are becoming cash strapped. Despite this, and an equity market that is now almost fairly valued, we find pockets of opportunity across the region.
 
Join us as we also discuss our newly released report on the health of the UK housing market and the opportunities in the homebuilding sector.
 
- We will look at major price movements across the EMEA coverage universe and opportunities this has created
- Relative valuation of the European market versus other regions
- How sector valuations have shifted over the last quarter, and where we see value

EMEA Q3 2023 Market Outlook | Grinding Through 2023

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? 

Join Morningstar Sustainalytics for a panel discussion about ESG risk exposure, what this means and how to manage. In this webinar, we will focus on how Sustainalytics identifies drivers of product governance risk. 

Our knowledgeable panel will delve into these topics and more: 
- Quantifying exposure 
- Defining risk drivers 
- Identification and application of ESG data 
- Defining financial impacts 

There will be time throughout the webinar to ask your questions. 
 

Speakers: 
Tiffany Flaherty, Associate Director, Sustainalytics ESG Research, Risk Rating Oversight, Morningstar Sustainalytics 
Kristoffer Inton, Equity Strategist, Equity and Credit Analysis, Morningstar 
Moderator: Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics

Product Governance Risk: Navigating one of the most common ESG issues

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 customised 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

Building Stronger Investment Recommendations: Creating Custom Reports

Do investors have to choose between investments that perform well and their Sustainability objectives? How do sustainable funds perform vs the market? And how can managers better position their funds and tell a powerful ESG story. 

In this webinar we take a look at how European Sustainable funds have performed in the last 3 years and answer the recurring question of whether investors have to choose between returns or meeting their sustainability objectives.  

We will also discuss how Morningstar’s ESG data offering at the fund and company level, and Morningstar solutions, can help managers better communicate the value of their Sustainable products and create a compelling ESG story that meets investor demand.

Performance and Sustainability: Insights on Sustainable Funds & ESG Storytelling

In this webinar, we will take a look at the evolution of sustainable funds in the first quarter of 2023, and review fund flows into Article 8 & 9 funds. 

We will then explore the latest regulatory updates around the EU Action Plan and the discussions around ESG labelling. Our speakers will discuss the different approaches of disclosures versus labelling and the benefits and shortcomings of each for combatting greenwashing.  

Here's what we'll cover:
• Q1 Review of SFDR Article 8 & 9 Funds
• Regulatory updates on the EU Action Plan
• Morningstar’s solution for Assessing and Evaluating ESG Intentionality of funds

EU Action Plan Q1 Updates: SFDR review and investor’s challenges

Das Webinar gibt einen Einblick in die integrierte Lösungspalette, die Munich Re für kapitalmarktnahe Lebensversicherungsprodukte entwickelt hat. Ein Fallbeispiel zeigt, wie Versicherungen gemeinsam mit der Munich Re innovative Produkte entwickeln und auf den Markt bringen können, um ihr Produktangebot jederzeit an die Bedürfnisse der Versicherungsnehmer und des Kapitalmarktumfelds anzupassen. Partner wie Morningstar können zum Erfolg von Versicherungsnehmern beitragen, indem sie modulare Komponenten wie den Morningstar Fund Selection Service in Produkte einbetten.

Das Webinar richtet sich an Erstversicherer (Bereich Leben), Asset Manager und Vertriebspartner.

Innovative Anlage- und Vorsorgekonzepte für Versicherungen

After the downfall of Silicon Valley bank and the near collapse and rescuing of Credit Suisse, market volatility has spiked and investor confidence is shaken.  

In the wake of such market uncertainty, it is more important than ever to take a fresh look at the European market, discerning how various sectors look from a valuation perspective, and how they are likely to perform in a potentially high interest rate, high inflation, environment.  How do you adjust and monitor your portfolio to align to market volatility? Join us as we talk through our views on the banking sector and why we believe it to be solid, despite investor concerns.   

We will explore how you can apply your own exclusions and criteria to build a better portfolio or monitor vehicles on your current buy list.                                                                

This webinar will cover: 
- How markets look post banking crisis, and the risks moving forward 
- Relative valuation of the European market versus other regions 
- How to screen for exposure to various securities and sectors

Enhance your investment selection following the banking crisis

2023 started off well. Falling inflation gave investors renewed hope that we might soon see peak interest rates. Recent shocks, in the form of the collapse of SVB, and the near collapse of Credit Suisse have shaken investor confidence, leading us into a very uncertain second quarter.
 
In the wake of such uncertainty, we will be taking a fresh look at the banking sector. We will explain what exactly went wrong at Credit Suisse, talk through the likelihood of contagion to the rest of the banking sector, and indeed the broader equity market.

EMEA Q2 2023 Market Outlook | Uncertainty Creeps in As We Enter Q2

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

The Net Zero Transition: Building Climate-Aware Investment Strategies

Thematic funds became increasingly popular with the onset of the coronavirus, with many posting eye-catching returns over the period. These investment vehicles attempt to harness various secular growth themes, from energy transition to connectivity to artificial intelligence to cannabis to disruptive healthcare technologies.

Join Morningstar's Kenneth Lamont and Romir Agarwal to discuss the evolving landscape of Thematic Funds as well as a live demo of the Thematic Analyzer - Funds Notebook in Morningstar Direct.

The Evolution of the Thematic Funds Landscape - European View

What does 2023 hold for ESG and Sustainable Investing? How is the implementation of ESG strategies by Asset Managers shifting to meet those key trends? 
- Regulators globally are taking interest and action by applying more scrutiny around ESG Disclosures and more recently around ESG Investment strategies and processes. 
- Climate targets and net zero commitments are dominating regulatory frameworks around the globe and affecting most players in the market including Asset and Wealth managers and Asset Owners.  
- Market conditions in 2022 have had an impact on product development and ESG investment strategy. What does that mean for 2023?  


Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2023 outlook for Sustainable Investing and what that means for the different market players.

What does 2023 hold for ESG and Sustainable Investing?

En este webinar de David Cadalso, Direct Customer Sucess Manager EMEA de Morningstar, discutiremos cómo a través de Morningstar Direct podemos encontrar una solución simple a los nuevos y complejos requisitos regulatorios.
En particular abordaremos los siguientes temas:
-¿Qué es un PAI?
- ¿Cuáles son los requisitos reglamentarios?
- ¿Cómo se adapta al reglamento SFDR?
- ¿Cómo se adapta a la normativa MiFID?
- Cómo Morningstar puede ayudarle a encontrar una solución simple y efectiva.
- Q/A

PAI: ¿cómo cumplir con los requisitos reglamentarios?

Sustainability

Data Analysis

Data Analytics

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PAI: ¿cómo cumplir con los requisitos reglamentarios?

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