Name: Family Office: Changing Investment Approaches
Start: 2022-05-13T10:30:00Z
End: 2022-05-13T10:30:56.000Z
Location: BrightTALK
Rating: 4

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

The Indian market has corrected by more than 10% from its peak on account of headwinds like Fed tapering, ongoing Ukraine Russia war, exodus of FIIs, inflation and so on.  It is during periods like this when investors realise the importance of diversification and sticking to an asset allocation based approach to investing.
Join us for an engaging chat with Kirtan Shah, Founder, Credence Wealth Advisors, to learn how asset allocation can help your clients achieve their goals. The webinar is scheduled on Tuesday, March 15, 2022, at 4 pm.

Riding Volatility Through Asset Allocation

Factor investing (FI) seeks to combine the benefits of both active and passive investing strategies. The goal is to obtain alpha (excess return of an investment relative to the return of a benchmark index), and to increase diversification at a cost lower than traditional active management, albeit marginally higher than straight index investing.

Some of the factors are size, style (or value-growth), quality, yield, liquidity, volatility, and momentum. 

Learn what factor investing is all about and how investors can leverage FI in their portfolio to generate alpha from Prashant Joshi, Co-Founder & Partner, Fintrust Advisors LLP, in an interactive webinar on February 16, 2022, at 4 pm.

Leveraging Factor Investing In Your Portfolio To Generate Alpha

At a time when ESG considerations are increasingly part of investment and portfolio construction decisions, there is a need among fund managers to communicate a credible signal that demonstrate their ESG performance. Based on Sustainalytics’ company research, Morningstar's fund ratings can help managers communicate and market the sustainability credentials of their funds to wealth managers and retail investors.

The Morningstar Sustainability Rating is a consistent and objective way for investors to evaluate mutual funds, exchange-traded funds (ETFs) and insurance funds based on their environmental, social, and corporate governance (ESG) impact.

The Morningstar Sustainability Rating helps investors understand the vulnerability of their investment portfolios to environmental, social, and governance (ESG) factors. The Sustainability Rating is depicted by globe icons where a low ESG risk score equals 5 globes and a high ESG risk score equals 1 globe. 

We discuss the methodology of the ESG Risk ratings, Morningstar Sustainability Ratings and the various ESG data points to evaluate strategies.

Join us for a live webinar with Kasutubh Belapurkar, Morningstar, on Wednesday, 9 February at 4 PM, followed by a Q&A session.

Understanding Morningstar Sustainability Ratings

To succeed in the financial services industry, you need to transform vast amounts of data into actionable insights every day, which can be challenging and time consuming. Our newest Direct workspace centralizes data, analytics, and visualisation so you can automate processes that were previously cumbersome or impossible to accomplish.

Register to learn how Notebooks can help you:
• Easily experiment with new research ideas
• Respond quickly to market trends
• Bring transparency to methodologies
• Achieve scale + efficiency
• Bring your data to life with our reporting solutions

Discover Notebooks in Morningstar Direct

Building a scalable advisory/MFD practice requires a clear path towards achieving your business goals. At a time when competition is heating up, markets are defying gravity and a whole new segment of investors are entering the market, advisers/MFDs need to be prepared to seize the opportunities that are waiting to unfold.  
We are thrilled to have with us Bharat Phatak, founder of Wealth Managers India, share with us how he built one of the largest advisory firms in Pune and how advisers can prepare themselves for the opportunities and challenges that lie ahead. 
Wealth Managers India was founded by Bharat Phatak and Ajit Khasnis in 2001 and today caters to over 1,000 clients with assets under advisory of over Rs 4,000 crore in mutual funds. 
In this webinar we will discuss: 
• Why building robust processes is important
• Time is money
•	Adopt the right technology 
•	Why you should build and retain a great team
•	Why managing behaviour and psychology helps manage risks better 
•	Focus vs Diversification of your revenue stream
•	Why plan for your succession today

Secrets of Practice Management Success

When it comes to ratings and analytics in the ESG landscape, Sustainalytics is one of the oldest,
largest and most influential players. It provides data on 40,000 companies with ratings on 13,000 of
those, as well as monitor 172 countries.
At the core of the research is the understanding that material ESG issues play a central role in a
risk-based approach to valuation. Analysis is conducted on whether companies are involved in
controversies such as human rights abuses and environmental mishaps. Besides quantifying ethical
dilemmas, the analysts evaluate the long-term risks, how much of that risk is well managed by a
company, and how much remains unmanaged.
A look at how the research translates into company-level ESG ratings.

Morningstar ESG Conclave - Session 1 - Understanding and Interpreting ESG

Over the past few years, there has been a paradigm shift in how ESG is being perceived. It has
evolved from an exclusionary form of investing to a much more visionary and inclusive outlook.
ESG investing does not propose being good for goodness’s sake, it advocates being good in order to
become rich. It gravitates towards higher quality companies with a stronger balance sheet,
companies that are run better and operate more efficiently.
As investors accelerate into sustainable investments, what must they be aware of and what
misconceptions must be laid to rest?

Morningstar ESG Conclave - Session 2 - Why ESG is here to stay

Surging investor appetite for sustainable investments means that rules on disclosure will become
increasingly important.
This year, the EU Sustainable Finance Disclosures Regulation came into effect. New European rules
on climate and other sustainable-finance issues require asset managers to disclose the potential
harm their investments could do to the environment and society. The Biden Administration will also give expanded attention and regulation when it comes to environmental, social and governance
issues at American businesses.
What are the implications and what can we expect going ahead?

Morningstar ESG Conclave - Session 3 - The ESG Regulatory Journey

The coronavirus has splintered the world economy, exposing social responsibility and governance
fault lines across continents. This is a crisis unlike anything we’ve seen. Consequently, social and
governance elements are going to be more important when it comes to looking for investing
opportunities. How is the ESG investing landscape evolving in India?
With no standardized definition of ESG criteria, they are often adjusted depending on the
perception of asset management companies. Firms also develop their own methodology to assign
ESG ratings.
A look at the challenges and opportunities.

Morningstar ESG Conclave - Session 4 - Is India ready for ESG?

You have spent your entire career helping clients prepare for their retirement. But have you given a serious thought on who will take care of your business and clients when you take a backseat?

When advisers do not plan for their own Business Succession, they put their clients as well as their family members at risk. By failing to plan your own retirement, many of you deprive your family members of reaping the benefits of the painstaking effort put in by you to build your business.

Most Financial Professionals think of succession as an event. Rather, it is a process and needs to start early. But how to go about it?

Join us for an insightful webinar on How to Plan your Business Succession with Mr. P L Natarajan Iyer, CEO, Happyness Factory. He will share his thoughts and learnings on how advisers and mutual fund distributors should approach and plan their Business Succession.

What you will learn:
•         Why is Business Succession Planning important?
•         Types of Business Succession Planning
•         How to recognize an Ideal Partner for Business Succession
•         When to start Business Succession Planning
•         Steps involved in Business Succession Planning
•         Continuity for Next Generation
So do not miss this webinar on June 11, Friday at 4 pm.

Business Succession Planning

A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his practice from scratch. Today, he manages assets worth Rs 1,300 crore in mutual funds.

Jain has replicated a successful sub-broking model known as broker-dealer agreement (popular in the U.S) in India. Today, his firm Jain Privy Client Pvt Ltd. has more than 50 registered advisers/relationship managers. It manages more than Rs 1,900 crore across assets with live SIPs of 10,000 plus. 

Jain Investment has its own Portfolio Management Services and Alternative Investment Funds registered with SEBI. It has offices in India, Dubai, Canada and Singapore.

Curious to know how he and his team built an asset base of Rs 1,900 crore across mutual funds, PMS and offshore funds? Join us on May 28, 2021 at 4 PM as Vinod will share his views on how mutual fund distributors can scale up their practice. So do not miss this webinar!

Scaling up your practice

The mutual fund industry has 38 fund categories with more than 1,000 schemes. Within each category, there are funds which are run with different style and mandates. Thus, shortlisting funds can be overwhelming. Typically, many investors tend to follow the herd when it comes to choosing funds.

Morningstar Direct is powerful research software that offers in depth data, trends and reports which make sifting funds easier. Further, fund selection is neither pure science nor purely an art. The answer lies somewhere in between. Building a robust fund selection framework through a rigorous quantitative shortlisting tool must be augmented with a thorough qualitative analysis to pick funds.

In the forthcoming webinar to be held on Wednesday, 26th May 2021 at 4 PM IST, Gaurav Awasthi, Senior Partner, Product Development at IIFL Wealth, and Roopali Prabhu, Chief Investment Officer at Sanctum Wealth Management will share how they use Morningstar Direct to enhance their research capabilities and select the right funds for their clients. The session will be moderated by Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Adviser India.

Fund Selection Techniques

The mutual fund advisory/distribution space has witnessed a sea change from the era of getting clients cheques/forms to now transacting through a click of a button. The focus has shifted from facilitating transactions to delivering a wow experience to clients.

Products have been commoditised and investing is getting democratised by the rise of digital channels.

Thanks to social media, clients today have a lot more information than they had a decade back. In an era where margins are shrinking, competition is heating up, millennials are entering the investing fray, number of affluent families are rising, and passive funds are fast making inroads, how can advisers/mutual fund distributors adapt themselves to stay relevant?

Suresh Sadagopan founder of Ladder7 Financial Advisories will share how he transitioned from an MFD to RIA, operating a fee-only practice. He will also talk about the key trends that will shape the future of advice and how advisers/MFDs can thrive in this industry. So do not miss this webinar to be held on May 7, 2021 at 4 PM.

Thriving in an era of disruption

With increasing competition and changing client expectations, advisers and mutual fund distributors need to equip themselves with the latest technology, infrastructure and team to remain competitive.

Unfortunately, most advisers/MFDs in India continue to operate their practices singlehandedly. This puts a roadblock on growth as they have to manage all the tasks themselves. While the mutual fund industry’s asset base is seeing a healthy growth, not all MFDs are able to be participate in this growth. Thus, there is a need for advisers to come together as a single force and grow collectively.

Two veteran advisers - Amit Bivalkar and Dhruv Mehta will talk about why they decided to merge their practices and what benefits they are reaping from this collaboration. So do not miss this opportunity to interact with the two the leading voices of the industry who will share their secret sauce with you.

Power of collaboration

Given the hyper competitive market, saying no to prospects who do not fit your ‘ideal client’ profile is always difficult. But catering to all types of clients who do not match your wavelength can also put a strain on your resources. Globally, many advisers operate niche advisory firms catering to clients from different professions/background such as sports, entertainment, technology, law, techies and so on. 

•Can you build a niche practice in India?
•Does building a niche practice lowers your business growth prospects?
•What are the benefits of building a niche practice? 

To answer all these questions, Vivek Rege, founder of V R Wealth Advisors, will talk about his ideal clients, share tips about building a niche practice and its benefits.

Vivek Rege on how to build a niche practice

While it is acknowledged that Asset Allocation plays a major role in shaping investor portfolios, fund selection plays an equally important role in ensuring the portfolio objectives are achieved. Fund selection is neither pure science nor purely an art. The answer lies somewhere in between. Building a robust fund selection framework through a rigorous quantitative shortlisting tool must be augmented with a thorough qualitative analysis to pick funds.

In this Webinar we will discuss the various facets of fund selection
•Building quantitative fund selection models to evaluate and shortlist funds using various parameters based on risk-return, portfolio diversity, liquidity, credit, etc
•Evaluating funds for assessing their inherent management style and consistency with which the process has been applied
•Understanding Performance Attribution & Factor Profiles of funds
•Achieving true diversification in portfolios

Guide to Robust Fund Selection

Covid-19 continues to present a very challenging backdrop for global sovereign ratings. Sovereigns have already incurred substantial costs from the pandemic in terms of health crisis management, lost output, lower fiscal revenues and higher expenditures. While the stimulus provided to workers and businesses has helped lay a stronger foundation for an economic recovery, the outlook remains uncertain as evolution of the virus: additional outbreaks or delays in vaccine distribution could dampen the recovery.

India is no exception. Although the increased expenditure will speed an economic recovery and some may be directed toward productive investment, the global shock brought on by COVID-19 will continue to weigh on key credit metrics. The high fiscal deficit combined with the contraction in FY21 growth have led to an increase in public sector borrowings. For now, low real interest rates mitigate against this risk, but past crises have taught us that a rise in inflation or in risk premia could yet occur. In addition to risks of virus mutations, the outlook is still highly uncertain with economic prospects in part constrained by economic scarring from the COVID-19 shock and legacy issues in the financial sector.

Nonetheless, DBRS Morningstar expects the recent budgetary measures to be positive for the recovery and medium-term growth, but effective and timely implementation will be key for sustaining the nascent economic revival currently underway. The plan is positive, but execution is key.

To learn more about Morningstar offerings, contact us at https://bit.ly/3cv0ycy

Perspectives on the Indian & Global economy

Gone are those days when investors built portfolios on an ad-hoc basis without any real grasp of the investment strategy. Instead, they have understood that having the right investment style and strategy blend – the one that's right for you – significantly improves your chances of success and is required for an All-Weather Portfolio. And rightly so, as 'how' you invest is as important as 'what' you invest in.

Family offices and high net worth individuals are changing the investment framework and strategies at the portfolio level targeted toward creating an all-weather portfolio. The objective of an all-weather portfolio is to withstand the vagaries of economic, business and asset cycles. They are moving away from a single investment style or a buy and hold framework to a multi-investment style or core and satellite framework. 

Join us on May 13, 2022, at 4 pm as Prashant Joshi, Co-Founder and Partner, Fintrust Advisors, will take us through how family offices are managing their client wealth.

Family Office: Changing Investment Approaches

family offices

portfolios

Investment Strategy

all-weather portfolios

HNIs

Investment Management

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Family Office: Changing Investment Approaches

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