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.

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

With the European Green Deal adopted in 2020, the EU established a set of policy initiatives intended to combat the climate crisis. The deal aims to transform the EU into a competitive, resource efficient economy with no net emissions of greenhouse gases by 2050. To achieve this, the EU has introduced a number of regulations that support the green deal’s goals. The Corporate Sustainability Reporting Directive, or CSRD, is one such regulation. And its one that both investors and corporations need to pay close attention to. In this video we explain what the CSRD is, who it applies to, compliance deadlines, and how it impacts investors.

The Corporate Sustainability Reporting Directive Explained for Investors

Join us to unpack the challenges of multi-asset investing. Learn more about the peer group views on strategic asset allocations, the importance of benchmarking, and the impact of asset allocation on returns.

Our speakers, Matias Möttölä, CFA, Thomas DeFauw, and Bhavini Goolab will cover the recently published EMEA Multi-Asset Investing report and discuss:

 • The importance of holding a diversified portfolio
 • The impact of strategic asset allocation on performance
 • The appeal and danger of timing the market
 • The shortcomings of pure benchmark relative performance evaluations
 • The optimal Morningstar Direct workflow

Unpacking Multi-Asset Investing with Morningstar

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 analyse 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, analyse, and compare your current portfolio 
- How to drill down into portfolio exposure, risk, and holdings data

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.

Learn to Master Custom Reporting at Scale with Morningstar Direct

ESG and sustainable investing experienced multiple headwinds in 2023, including continuously high oil and gas prices, the ESG backlash in the US, and regulatory uncertainties.   

- What does 2024 hold for ESG and sustainable investing? What will be the key trends? 
- How will corporates, investors, and asset managers adapt to these trends? 
- What to expect on the regulatory and policy front with the proliferation of ESG disclosure rules and climate-friendly initiatives? 

Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2024 outlook for Sustainable Investing and what that means for the different market players.

What does 2024 hold for ESG and Sustainable Investing?

2023 was a rollercoaster. It started out well, before the banking crisis hit, and culminated with the highest interest rates we’ve seen since the global financial crisis. Inflation has fallen materially, but the European economy remains fragile. In short, there is a lot of work left to do in 2024 before markets look anything like normal once again.

Find out too why you should be looking at the Semiconductor space, as we take a deep dive with our European analyst. We will be speaking about the shift from shortages to oversupply, our contrarian view on Arm Holdings, and the potential risks including a Taiwanese invasion.

• 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

EMEA 2024 Market Outlook: Sunlit Uplands or a False Dawn?

We are in the midst of a climate crisis. Without decisive action, companies and their investors will face climate-related physical and transition risks that will impact their operations, their assets and ultimately their bottom lines. 

Globally, the regulatory landscape is evolving to try to address the climate crisis. However, this creates a new set of challenges as firms strive to comply with the growing number of reporting frameworks and standards, while trying to mitigate climate-related risks in their portfolios. 

Join us to gain insights on the climate transition risks institutional investors face, how they can assess those risks, and what they can do to manage those risks effectively. We will discuss:  
           - What climate transition risks are.  
           - The role asset managers can play in mitigating the impacts of climate change.  
           - What investors can do to better understand and evaluate climate transition risks in their portfolios.  
           - How the changing climate reporting regulatory landscape could impact companies and investors.

Speakers:  
           - Anya Solovieva, Global Commercial Lead, Climate Solutions, Morningstar Sustainalytics  
           - Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics

Climate Transition Risks: 6 Investors Questions Answered

In today’s competitive investing landscape, quick access to the data you need, in the format you need it is more important than ever. Morningstar Direct allows users to spend less time on finding and setting up data access and more time on analysis and innovation by offering seamless access to quality data paired with analytical tools designed for advanced analysis.  

Join Petar Draganov, Senior Customer Success Manager for Morningstar Direct and Sara Otterbeck, Senior Product Manager for Analytics Lab, to discuss: 

The newest ways you can access data in Morningstar Direct, including Analytics Lab, the morningstar_data Python package, and self-service data feeds. 

Explore the tools your peers are using to scale data and analytics and modernise your workflow with the power of analytics. 

How to build customised notebooks leveraging both Morningstar and proprietary datasets.

Creating New Efficiencies in Data Access and Analysis with Morningstar Direct

In 2023, asset management firms caught greenwashing faced criticism by regulators and clients alike, with perpetrators facing real consequences such as:  

- Reputational risk 
- Regulatory compliance issues 
- Fines (up to billions of dollars) 
- and more 
 
Join speakers from Morningstar Sustainalytics for a panel discussion on greenwashing risk and how regulators and asset managers are tackling this issue in 2024. 

We’ll discuss:  

- The regulatory landscape for 2024  
- How asset managers are thinking about building thoughtful strategies to mitigate greenwashing risk 
- Ways to potentially mitigate greenwashing risk and build an authentic ESG strategy 

Submit your questions by December 1, 2023 to Beth Thompson at beth.thompson@morningstar.com for a chance to have them answered live by the experts.  

Speakers:
- Ruthann Bartello, Director, Commercialization, Morningstar Sustainalytics  
- Anne Schoemaker, Director, ESG Products, Morningstar Sustainalytics 
- Benjamin Schofield, Director, Product Strategy/Commercialization, Sustainalytics

Is the Grass Always Greener? Greenwashing Risk and Regulation

Direct Lens est un nouvel outil conçu pour créer, modifier et analyser des portefeuilles dans un environnement unique, de manière plus rapide et plus efficace, et utile pour avoir une vue d'ensemble plus complète de vos investissements.

Dans ce webinaire, vous découvrirez comment :
- Direct Lens peut améliorer le processus de construction de portefeuille
- Importer, visualiser, analyser et comparer des portefeuilles
- Examiner les expositions, les risques et les données sous-jacentes des portefeuilles
- Accéder facilement à des fonctionnalités supplémentaires

Webinaire : Simplifier la construction d'un portefeuille avec Direct Lens

The EU Action Plan is evolving very rapidly and bringing in new requirements and a changing funds’ landscape. In September 2023, the European Commission published a consultation on the functioning and future of the SFDR. Concerns about the implementation of the SFDR were addressed as well as a possible overhaul of the existing framework. What can asset managers and other financial industry participants expect to change? In this Morningstar Debate, a panel of sustainable finance experts from financial institutions and authorities in the Netherlands, Belgium and Luxembourg discuss how the fund industry is navigating the disclosure regulation.

Among others, the panels aim to answer the following questions:  

 • What are the biggest issues with SFDR that the EC will need to tackle? 
 • What impact can be expected on the current fund landscape? 
 • What are the biggest challenges ahead for asset managers, banks and wealth managers?

Morningstar Benelux Debate: SFDR 2023 in Review

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

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

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

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.

US Financial Advisors

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Financial Regulation

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European Investors

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Institutional Investors

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Building Stronger Investment Recommendations: Creating Custom Reports

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