Name: Exploring the Data Value Chain
Start: 2022-11-30T16:00:00Z
End: 2022-11-30T16:36:07.000Z
Location: BrightTALK
Rating: 0

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

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

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 vs Sustainability: Insights on Sustainable Funds & ESG Storytelling

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?

After a tumultuous 2022 Investors are hoping 2023 will bring more cheer. Equity markets have rallied off their October lows and inflation in the Eurozone has likely peaked, but concerns remain. The Ukraine war is ongoing, energy prices although falling remain elevated, and interest rates are rising. Despite all of this, we still see plenty of opportunities across our coverage universe. 

From a thematic perspective we will be looking at inflation, a key concern for investors going into 2023. We identify potential areas of our European coverage where investors can access protection, or even benefit from elevated levels of inflation.   

Hear more about:
-Major price movements across the EMEA coverage universe and opportunities this has thrown up
-How sector valuations have shifted over the last quarter, and where we see value
-Relative valuation of the European market versus other regions
-Our top stock picks across the European coverage universe

EMEA Q1 2023 Stock Market Outlook | 2023, Annus Horribilis or Recovery year?

In today’s market, what drives higher fund performance: active or passive management? Explore the data through this discussion of Morningstar’s latest report, European Active/Passive Barometer,  which examined 30,000 unique funds or approximately EUR 7 trillion in assets.
Our speakers will discuss:
- The state of active management
- How Morningstar analysts establish benchmarks for active managers
- Short- vs. long-term active management trends
- Ways to access the same data as Morningstar analysts

European Active/Passive Barometer

A panel of sustainable finance experts from financial institutions and authorities in the Netherlands, Belgium and Luxembourg will debate good practices in ESG reporting for investors and asset managers.

Morningstar Benelux Debate: Good Practices in ESG Reporting

The EU Action Plan and its components continue to influence the European sustainable investing landscape as more regulations and disclosures take effect this year.
 
To help you navigate the latest regulatory developments and what’s on the horizon, Morningstar Sustainalytics cordially invites you to attend a webinar on November 2nd.
 
During the webinar, our panelists will cover:
·       The latest EU Action Plan regulatory updates
·       SFDR’s impact on the EU fund landscape 
·       How Morningstar Sustainalytics EU Action Plan Solutions can help you comply with the EU regulatory requirements

The EU Action Plan: Q4 Update

Le plan d'action de l'UE pour la finance durable et ses composantes continuent d'influencer le paysage européen de l'investissement durable, car de nouvelles réglementations entrent en vigueur cette année. Indiscutablement, l’ESG est au coeur de toute décision du processus d’investissement que ce soit pour les gérants de portefeuille, l’ingénierie financière ou la gestion sous mandat.  

Afin d’accompagner les professionnels, Morningstar suit au plus près les évolutions du plan d’action de l’UE dont différents volets réglementaires ont commencé à prendre effet.

Lors de ce webinaire, nous vous présentons comment Morningstar peut vous aider dans la sélection de fonds ESG, à naviguer à travers les données relatives aux Principales Incidences Négatives (PAI), à l’alignement aux Objectifs de Développement Durable ou à l’impact, ainsi que dans la création de reportings personnalisés pour vos fonds et vos portefeuilles modèle

Sujets abordés :
• Le plan d’action de l’UE pour la finance durable : où en sommes-nous ?
• L’enjeu de la cohérence des données
• Quels objectifs visés pour la sélection de fonds ESG ?
• Les indicateurs et critères proposés pour vos recherches de fonds ESG
• Les possibilités de reportings personnalisés, calibrés à vos besoins

Intervenants:
• Axel Pierron, Directeur Relation Clients, Morningstar Sustainalytics
• Ousha, Beezadhur, Customer Success Manager pour Morningstar Direct
• Alban Duchaine, Senior Pre-sales Consultant, Morningstar

EU Action Plan : répondre aux besoins de reporting et de sélection de fonds ESG

With only a few months left in the year, its almost safe to say that 2022 hasn’t been kind to investors. Inflation is still rising across the Eurozone, and further interest rate increases look likely. Equity market valuations however, which looked cheap last quarter, are looking even more attractive now. With so much negativity already priced into equity markets we see a huge opportunity for investors to bite the bullet now, and reap the rewards later.

From a thematic perspective we will be focusing on the alternative energy space, and specifically the opportunity in wind energy, as European governments are starting to spend big in order to reduce their reliance on oil and gas from Russia.

Winter is Coming : Q4 EMEA Stock Market Outlook

Amendments to MiFID II mean that sustainability preferences must be included in the advice process, presenting a new set of challenges for professionals and bringing a huge influx of additional data to the market. To support the industry as it responds to these changes, as well as the sustainability reporting obligations under the EU Action Plan, a new industry template has been developed called the European ESG Template, or EET.  

Join Morningstar Sustainalytics for our upcoming webinar to learn more about:   
- The EET and how it's supporting the EU regulatory requirements, such as MiFID II and the EU Action Plan
- The coverage and values of key EET datapoints, including Principal Adverse Impact consideration, sustainable investment exposure, taxonomy alignment, and the different approaches asset managers are taking to calculate each. 
- How to overcome key challenges financial market participants face in finding suitable products, including managing patchy data and a lack of comparability between products.

The European ESG Template and the Regulatory Data Challenge

SESSION 3: Sustainable Investing Approaches – Applying Exclusions (September7)  

The world of sustainable investing is advancing and its simplest form—applying exclusions—continues to play an important role. Exclusionary strategies are among the most popular ESG approaches because they support both managing risk and catering to investor values.  

But, how much effort is needed to find relevant investments? How important is investment monitoring for performing proper due diligence when it comes to applying exclusions or any of the other sustainable investing approaches?  

Join us to find out! 

 
We’ll discuss: 
• How exclusion has evolved as sustainable investing gained prominence 
• How asset managers use exclusions today  
• Data available to meet exclusionary objectives 
• How to assess intentionality vs reality and the capabilities that seek true exclusions 
• The nuances that exist within these strategies 


Speakers:  
• Lindsey Stewart, Director of Investment Stewardship Research
• Julie Petitjean-Freytet, Direct ESG Product Manager 

 

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Sustainable investment analysis and reporting can be complex to understand. This series of webinars focuses on key approaches to sustainable investing, helping you incorporate them into your practice.  

  

Are you enjoying the series? Watch the previous part or keep up to date with the upcoming sessions.  

Limiting ESG Risk—June 7 (watch now at https://www.brighttalk.com/webcast/18471/545265)
Assessing Impact—July 13 (watch now at https://www.brighttalk.com/webcast/18471/548963)
Applying Exclusions—Sep 7 at 9:30 a.m. CT / 15.30 GMT / 16.30 CEST

SESSION 3: Sustainable Investing Approaches – Applying Exclusions

A partir del 2 de agosto de 2022, las preferencias sostenibles de un cliente deben incluirse en el proceso de idoneidad. Morningstar puede ayudarle a navegar por estos próximos cambios. Los principios básicos de MiFID II de protección del inversor, transparencia, gobernanza, y ahora sostenibilidad, son también los pilares en la misión de nuestra empresa “empowering investor success”.  

En respuesta a la normativa ESG del Plan de Acción de la UE, Morningstar ofrece la posibilidad de consultar los datos recibidos a través del EET (European ESG Template), una plantilla estandarizada para facilitar el intercambio de datos de sostenibilidad entre los proveedores y distribuidores de productos financieros.

 Para ayudar a las instituciones a utilizar el EET de forma eficaz, Morningstar recopila el seguimiento de los fondos abiertos, los ETFs y los fondos cerrados y archiva todos los campos con su historial también. Morningstar también recoge los datos de los anexos del SFDR y los archiva en la Morningstar Document Library.

La solución para la EET de Morningstar frente a MiFID II e IDD

Dal 2 agosto 2022, le preferenze di sostenibilità di un cliente devono essere incluse nel processo di adeguatezza. Morningstar può aiutarti a navigare in questi cambiamenti imminenti. I principi fondamentali della MiFID II di protezione degli investitori, trasparenza, governance e ora sostenibilità, sono anche i pilastri su cui poggia la nostra mission aziendale “empowering investor success”.

In risposta al regolamento ESG del piano d'azione dell'UE, Morningstar offre la possibilità di consultare i dati ricevuti tramite EET (European ESG Template), un modello standardizzato per facilitare lo scambio di dati sulla sostenibilità tra produttori e distributori di prodotti finanziari.

Per aiutare le istituzioni a utilizzare l'EET in modo efficace, Morningstar raccoglie il tracciato per i fondi aperti, gli ETF e i fondi chiusi e archivia tutti i campi anche con la loro storicità. Morningstar raccoglie anche i dati presenti negli SFDR Annexes e li archivia nella Morningstar Document Library.

La soluzione per l'EET di Morningstar per MiFID II e IDD

Sustainable investing has grown significantly as more investors have become increasingly concerned about the many sustainability challenges facing the world today. To many investors, however, the world of sustainable investing can be a confusing mix of terms and approaches. That’s because sustainable investing does not represent a single, distinct investment approach.

Join our upcoming live webinar on Tuesday, July 19 as we look into:
• How Morningstar’ Sustainable Investing Framework addresses the critical need for clarity in the field
• How our set of six approaches guides investors to the way of sustainable investing
• How Presentation Studio in Morningstar Direct helps asset managers and wealth managers deliver their ESG ideas.

We will answer any questions you may have after the webinar. 

We look forward to seeing you there!

Duration: 45 minutes (including 10 minutes for live Q&A)
Language: English

Navigate the Landscape of Sustainable Investing with Morningstar

This second webinar in our series focuses on “Demystifying Impact.” Differing perspectives on this emerging topic and definitions make the landscape of impact data varied and complex. There is a myriad of ways that impact data is used in research, investment decision-making and reporting. This session aims to help you get started by providing an overview of the landscape, trends and best practices for impact-focused investors. 

Join us to discuss:  
• Impact versus ESG risk, and how it fits in sustainable investing. 
• How to identify impact-focused funds. 
• How to assess the impact of funds and portfolio holdings. 

Speakers:  
Priyank Patwa, Director Product Management, Morningstar, Direct & Reporting Solutions
Maggie Stafford, Senior Product Manager for ESG Retail and Wealth

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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 session 3 to come.

1. Limiting ESG Risk—June 7   Watch Now  at https://www.brighttalk.com/webcast/18471/545265
2. Assessing Impact—July 13   9:30 am CT / 15.30 GMT / 16.30 CEST
3. Applying Exclusions—Sep 7

SESSION 2: Sustainable Investing Approaches – Assessing Impact

Turning data into actionable insights requires firms to address sourcing the correct data, ensuring quality, and making it easily accessible. Learn how Morningstar raised the bar for data and research in an effort to empower investor success. 

Webinar Speakers:  
 - Sara Otterbeck, Senior Product Manager, Direct Analytics Lab 
 - Kumar Neelotpal Shukla, Quantitative Research Manager 
 - Christine Barnstable, Head of Data Strategy

Exploring the Data Value Chain

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Asset Management

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UK Wealth Managers

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Exploring the Data Value Chain

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