Name: Building Stronger Investment Recommendations: Creating Custom Reports
Start: 2023-06-22T14:00:00Z
End: 2023-06-22T14:00:31.000Z
Location: BrightTALK
Rating: 4.7

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

Join us for our upcoming Q4 Market Outlook.

We will cover:

• Major price movements across the EMEA coverage universe and opportunities this has created.
• 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 Q4 Stock Market Outlook

In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2024’ research paper, which looks at current themes in on-platform MPS, drawing on 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.
Here’s what our speakers will cover:

Morningstar UK Managed Portfolios Landscape Update - 2024

Join Morningstar Sustainalytics for the inaugural “Ask Me Anything” webinar. Research experts will field your questions on ESG data, ratings, and materiality. We’ll kick off with an overview of corporate governance research, new Material ESG Issue indicators, and an overview of recent enhancements to our ESG Risk Ratings, with plenty of time to answer your questions live.   

Moderator: Adam Fleck, Head of ESG Research, Morningstar Sustainalytics  
Speakers: Arnold Gast, Director, ESG Research, Morningstar Sustainalytics  
Henry Hofman, Director, Methodology, Morningstar Sustainalytics  
Luke Raftis, Director, ESG Sector Research, Energy and Utilities, Morningstar Sustainalytics

Ask Me Anything: ESG Ratings and Research Roundtable

Investment reporting is critical, but it’s not enough to put data on a page. To get buy-in from clients and internal stakeholder, your reports must tell a clear and compelling story.  

Designing reports that tell your investment’s story can come with some pain points, whether it’s formatting, customization, or inconsistent data, we have tips to help you overcome these challenges. Learn how to elevate your investment reports with straightforward best practices that you can implement right away.  

Here’s what we’ll cover:  

- Learn design basics that engage and excite  
- Discover tips to build reports that stakeholders will actually read  
- Review strategies to make the report building process less daunting   
- Watch us take a report from boring to compelling 

Webinar Speakers:  

- Matt Jankowski, Design Lead, Morningstar, Inc.  
- Francesca Campo, Customer Success Manager, Morningstar, Inc.

Build Reports that Matter: 4 Tips to Tell Your Investing Story

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

More investors are looking to invest sustainably, but they need to be aware of biases. Join us on July 30th to hear which biases has been identified among core sustainable strategies for the equity part of a portfolio and how you can review your portfolio to include sustainable strategies while avoiding large return deviations and unnecessary risks. 

Our speakers will discuss:

- The global ESG fund flows over Q2
- The biases in core equity strategies
- How to include sustainable equity strategies in a portfolio 
- How to construct your sustainable portfolio

Biases in Sustainable Equity Strategies

The first half of the year has had its ups and downs, but finally we have the first interest rate cut in the bag, with the promise of more to follow. The macroeconomic picture in Europe is brighter than it was in 2023, but with equity markets fully valued investors must look a bit harder to find value in European stocks.

Of the risks to equities in H2, elections in the UK and France are front and center. We look specifically at European utility stocks and the effect that both elections could have on valuations, with many investors struggling to get to grips with the ever-changing landscape, a topic our European analyst Tancrède will happily guide us through.

• We will look at major price movements across the EMEA coverage universe and opportunities this has created.
• 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

Bright Spots Ahead: Risks, Rewards, and Elections Impact

The accelerated growth of active ETFs mean it’s more important than ever to have access to independent, comprehensive, and timely data and research you can use to empower investor success.   
Join our webinar where we explore Morningstar’s industry-leading active ETF research and ETF data, with a focus on the European market.  

In this webinar, we’ll discuss:  
- Key active ETF trends and their growth trajectory in Europe 
- Benefits and risks of active ETFs  
- How the Morningstar Research team uses Direct to curate, monitor, and analyse the Active ETF universe
- How you can dive into ETF-specific data sets, features, and capabilities for analysis, due diligence, and reporting

Webinar Speakers:  
- Mara Dobrescu, Director, Fixed Income Strategies, Manager Research at Morningstar 
- Jose Garcia-Zarate, Associate Director, Passive Strategies, Manager Research at Morningstar 
- Tom Nations, Director of Research and Content, Data, Direct & Reporting at Morningstar Inc.

Analysing Active ETF's Rapid Growth in Europe: Direct in Practice

Nell'attuale panorama competitivo degli investimenti, è più importante che mai accedere rapidamente ai dati necessari nel formato desiderato. Morningstar Direct consente agli utenti di dedicare meno tempo alla ricerca e alle impostazioni di accesso ai dati e più tempo all'analisi e all'innovazione, offrendo un accesso continuo a dati di qualità abbinati a strumenti progettati per analisi avanzate. 

Unisciti a noi in questo webinar per scoprire come:
- Importare, visualizzare, analizzare e confrontare i portafogli;
- Modificare i portafogli ed essere in grado di visualizzare immediatamente l'impatto delle modifiche rispetto principali metriche di analisi;
- Accedere alle ultime funzionalità Morningstar Direct, tra cui Analytics Lab, il pacchetto Python morningstar_data e i data feed self-service.

Direct Lens: una funzionalità intuitiva per creare e analizzare i portafogli

En un panorama de inversión tan competitivo como el actual, es más importante que nunca tener un acceso rápido a los datos que necesita, en el formato que desee. Morningstar Direct Lens permite a los usuarios dedicar menos tiempo a investigar y configurar el acceso a los datos y dedicar más tiempo a su análisis e innovación, ofreciendo un acceso fluido a datos de calidad combinado con herramientas diseñadas para el análisis avanzado.

Direct Lens está diseñado para crear, editar y analizar carteras en un único entorno, de forma más rápida y eficiente, y le ayuda a obtener una visión más completa de sus inversiones. 

Únase a nosotros en este webinar para descubrir cómo:

- Importar, visualizar, analizar y comparar carteras.
- Editar sus carteras y poder mostrar inmediatamente el impacto de los cambios en las métricas clave de análisis.
- Acceder a las últimas funcionalidades de Morningstar Direct, incluyendo Analytics Lab, el paquete morningstar_data Python y el sistema de autoservicio de Data Feeds.

Direct Lens: una funcionalidad intuitiva para crear y analizar carteras

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

Webinar Speakers:  

Jack Moore, Marketing Manager, EMEA 
Derek Sellenraad, Vice President, Business Development, Morningstar Direct Sales Specialist 
Johann Cayrouse, Senior Customer Success Manager, Direct 
William Vann, Senior Customer Success Manager, Direct

Master Investment Recommendations with Morningstar Presentation Studio

Climate change is one of the most pressing global issues of our time, and it has become a key consideration for investors building investment portfolios. In this webinar, we review the global climate funds landscape in 2023 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. Including strategies such as Low Carbon, Climate Transition, Green bond, Climate Solutions and Clean Energy/Tech funds.            

We will look to answer questions such as: 

• What did capital flows into climate funds look like in 2023? 
• How do climate funds stack up against various climate metrics and what’s inside these funds?
• What are the most prominent Climate Solutions themes?
• Which role does regulation play in the creation and investment in climate funds?
• How can investment professionals use Morningstar Data and Reporting Solutions to bring their Climate strategies to life?

Investing in Times of Climate Change - 2023 in Review

Asset management marketing is undergoing a profound transformation, marked by intensified competition and a shift towards more dynamic, data-driven strategies. As the market evolves, so do the tools and approaches available to asset management marketers. Morningstar stands at the forefront of this evolution, offering a suite of advanced solutions that enable marketers to not just keep pace, but to set it. 

In this webinar, we will chart the recent shifts in the asset management industry and demonstrate how Morningstar's evolved offerings are uniquely positioned to help marketers harness these changes for a competitive advantage. We'll discuss: 

- The evolving challenges and opportunities facing the asset management industry today. 
- How Morningstar's tools and insights have adapted to meet the modern demands of market differentiation and client engagement. 
- The ways in which Morningstar's solutions can empower marketers to elevate their strategies, pinpoint client needs, and articulate a compelling value proposition. 

Join us to gain practical, actionable insights that will enable you to leverage the full potential of Morningstar’s solutions, ensuring your marketing efforts resonate in an ever-changing market.

Future-Proof Your Marketing: Morningstar's Evolving Toolkit for Asset Managers

Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate.

Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct.

Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever. 

During our discussion, we’ll explain: 
- What new and existing challenges exist within the portfolio construction workflow
- How Direct Lens enhances within the portfolio construction process
- How to view, analyze, and compare your current portfolio 
- How to drill down into portfolio exposure, risk, and holdings data

Portfolio Construction: Make Your Tools Work For You with Direct Lens

In today's rapidly evolving investment landscape, the spector of greenwashing looms large. Attempts by regulators to provide reporting frameworks and a legal definition of what can be considered a “sustainable” investment product have brought more confusion than clarity. In this video, we delve into greenwashing risks, featuring strategic insights from Gary Marsh, Associate Director, Climate Solutions and Ruthann Bartello, Commercialization Director, Stewardship. Learn what defines greenwashing, what regulators are doing to combat it around the world, and what tools and resources you can use to mitigate your risks.

What is Greenwashing? Everything Investors Need to Know

In response to the escalating demands for climate disclosure and impending economic policies aimed at mitigating global warming's impact, climate transition risk has emerged as a critical concern and opportunity for the investment community worldwide. Morningstar Sustainalytics has introduced its Low Carbon Transition Ratings to address the specific needs of investors. These ratings provide a comprehensive measure of a company's alignment to a net-zero pathway, empowering investors with actionable insights to navigate the evolving landscape of climate investing. 

Learn more: https://www.sustainalytics.com/investor-solutions/low-carbon-transition

Morningstar Sustainalytics Low Carbon Transition Ratings

Equity markets have grinded upwards across Europe, with most major markets now at, or close to, all-time highs. The European economy is hanging in there, but interest rate cuts, possibly as soon as June, could be the catalyst for improvement. Join us to find out how exactly these cuts could shift the valuation picture, and how best to play this.

One year on from the biggest banking crisis since 2008, one that took the scalp of banking giant Credit Suisse, we take a fresh look at the heath of the sector. We also explain our contrarian view on banking profitability, and why investors should still be cautious. 

We Will Cover:
• Major price movements across the EMEA coverage universe and opportunities this has created.
• How sector valuations have shifted over the last quarter, and where we see value
• Relative valuation of the European market versus other regions

Interest Rate Cuts and a Possible Panacea | EMEA Q2 2024 Market Outlook

The current climate across our economy, society and environment has created a world of change. Learn about how Morningstar Sustainalytics can help navigate the investing implications of climate change with confidence. With Morningstar, Investors can measure and manage the climate risks and opportunities in their portfolios, implement climate-based strategies, communicate to stakeholders, comply with regulations, engage issuers and more. Explore the all-encompassing suite of Climate Solutions at Morningstar today. 

Learn more: https://www.morningstar.com/views/climate-investment-solutions

Climate Investment Solutions that Help you Manage Complexity with Confidence

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

Morningstar

Reporting

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Building Stronger Investment Recommendations: Creating Custom Reports

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