Name: Morningstar UK Managed Portfolios Landscape Update
Start: 2023-10-03T14:30:00Z
End: 2023-10-03T14:30:30.000Z
Location: BrightTALK
Rating: 3.7

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

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

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more:  

•ESG risk drivers   
•Data privacy and cybersecurity risk trends  
•Market signals and companies’ weaknesses  
•How prepared are companies and what investors should look for regarding cyber risks   

Panelists:  
•Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco  
•Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
•Kristoffer Inton, Equity Strategist, Morningstar   

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics

Navigating Data Privacy and Cybersecurity Risks: Insight for Investors

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

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

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

managed portfolios

portfolios

Investment Management

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.

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Morningstar UK Managed Portfolios Landscape Update

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