Name: Simplificamos la construcción de carteras con Direct Lens
Start: 2023-09-26T14:30:00Z
End: 2023-09-26T14:30:26.000Z
Location: BrightTALK
Rating: 3

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

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

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?

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

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portfolio construction

portfolio analysis

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investment strategy

data analysis

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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

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US Financial Advisors

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Financial Regulation

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European Investors

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