Name: Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading
Start: 2024-07-18T19:06:00Z
End: 2024-07-18T19:06:11.000Z
Location: BrightTALK
Rating: 0

Periodic webinars showcasing the latest insights into market trends & regulation from Morningstar Research. 

Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provide unique insights into trends that are revolutionizing  and impacting wealth management. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space.

Meet Our Expert Speakers:
- Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth
  Don has over 13 years of experience with ByAllAccounts, a premier wealth data network fostering dynamic, bidirectional data exchange, 
   enhancing collaboration across the wealth ecosystem.
- John O’Connell, Founder and CEO, The Oasis Group
   John has over three decades of leadership experience, offering expertise in technology selection and implementation for wealth management 
    firms. He is also the author of Rise of The Activist Investor.
- Imre Rokob, Senior Product Manager, Halo Investing
    Imre leads product development at Halo Investing, focusing on the post-trade experience in Halo's Structured Notes platform. His global experience 
    in software projects for financial institutions positions him as a leader in investment and wealthtech.
- Ted Zhang, Director of Product Management, Altruist
     Ted has played a crucial role in driving innovation at Altruist, with a background in financial products at ServiceTitan and Xero. His commitment to 
     excellence in financial services continues to push boundaries in the industry.

Why Attend?
- Gain insights from industry thought leaders on the latest investment & wealth technology trends.
- Learn how these tech trends are transforming advisory services and their potential impact on your business.
- Get a sneak peek into the panel’s early predictions for 2025.

Don't miss this opportunity to stay ahead in the rapidly evolving world of wealthtech. Register now and be part of the conversation to learn what’s shaping the future of advisory services.

Top Wealthtech Trends Shaping the Future of Advisory Services

Discover how the convergence of public and private markets is revolutionizing the investment landscape. In this live webinar, Morningstar’s CEO, Kunal Kapoor, strategist Brian Moriarty, and PitchBook’s executive vice president, Nizar Tarhuni, will discuss the surge in private market interest, the growth of interval funds, and the potential challenges and benefits for investors.  

Speakers: 
- Kunal Kapoor, CEO, Morningstar 
- Brian Moriarty, Strategist, Morningstar 
- Nizar Tarhuni, Executive Vice President, PitchBook

Investors First: The Convergence of Public and Private Markets

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

Join us for an exclusive webinar designed to arm wealthtech innovators with essential tools and knowledge by harnessing ByAllAccounts APIs to integrate and securely access user-permissioned financial data within their platforms. Get ready to transform your integration capabilities and get to market faster. 

Hosted by ByAllAccounts experts Hazal Sabah, senior product manager, and Clay Molina, solutions architect, this session promises to deliver a hands-on experience using ByAllAccounts APIs and the tools available on the Developer Hub. Here’s what you’ll gain:

Deep Dive into the ByAllAccounts Developer Hub
• Use Cases for Investors & Advisors: Discover how ByAllAccounts APIs enhance various workflows tailored for both investor and advisor workflows.
• Tour Developer Resources: Get acquainted with detailed API and development documentation, including guides and recipes, to ensure seamless integration.

Interactive API Demo in Postman
• Step-by-Step Demo: Watch a live demo showing sample API calls, highlighting practical applications, and troubleshooting tips.

This webinar is ideal for developers, technical leads, and innovators in the wealthtech industry looking to sharpen their skills and leverage the full potential of ByAllAccounts APIs. We look forward to seeing you there!

Empowering Wealthtech Innovators: A Developer's Workshop on ByAllAccounts APIs

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

Master Investment Recommendations with Presentation Studio in Morningstar Direct

Chart a course through the financial aspirations of your clients with Morningstar’s goals-based planning features. Anchor your advice in the objectives that matter most to those you serve.

Investing with Intent: Goals-Based Investment Planning

Over the past one and a half years, 56% of the market’s return can be attributed to just ten stocks–and no theme has been more dominant than artificial intelligence. Of these ten stocks, seven were rated either 4- or 5-stars at the beginning of 2023. However, at this point, only one remains 4-star rated and four are now rated 2-stars. Generally, the obvious beneficiaries from AI are largely fully valued to overvalued. Looking forward, we expect excess returns will come not from investing in themes, but from idiosyncratic situations among those stocks that have underperformed and are unloved—and most importantly—undervalued.  

Learn where we see undervalued opportunities within a more than fully-valued market and how we expect the U.S. economy will play out over the course of this year. We will:  

•   Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.   
•   Highlight investable contrarian plays.   
•   Provide our forecasts for real U.S. GDP, inflation, and interest rates.  

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today. Following the presentation, we take as many questions from the audience as time allows.   

Presented by:  
•   Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar  
•   Preston Caldwell, Chief U.S. Economist, Morningstar  
•   Moderated by Susan Dziubinski, Investment Specialist, Morningstar  

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Morningstar’s 2024 U.S. Market Outlook: Shifting from Thematic to Idiosyncratic

Understanding the implications of the final DOL Fiduciary Rule is critical to advisory firms ensuring your clients' best interests and maintaining compliance. Join us for an exclusive Morningstar webinar designed to equip advisory firms with the critical knowledge and strategies needed to navigate the final rule. This comprehensive session will cover: 
- Key Provisions & Considerations of the Final Rule: Understand the specific requirements and considerations to client relationships. 
- Impact on Client Relationships: Learn how to effectively communicate changes to clients and build trust. 
- Operational Adjustments: Discover best practices for integrating the rule into your firm's processes. 
- Risk Management: Identify potential risks and strategies to mitigate them. 
- Q&A Session: Get your pressing questions answered by industry experts. 

Ensure your firm is fully prepared to meet the new standards and continue delivering exceptional service to your clients. 

Register now to secure your spot and gain valuable insights from Morningstar's leading experts! 

Webinar Speakers:  
- Lia Mitchell, Senior Analyst, Policy Research Government Affairs, Morningstar 
- Jason Stipp, Director of Product Management, Morningstar

The Final DOL Fiduciary Rule: Essential Insights for Advisory Firms

Maximize Reach, Minimize Hassle: The Power of One Connection for Wealth Data Distribution for Advisors

Join our webinar to discover how you can optimize distribution of your financial data to financial advisors with minimal effort by connecting to the ByAllAccounts Data Network. This session is designed for annuity providers, custodians, and record-keepers. It offers insights into enhanced efficiency and how to cut costs, while increasing exposure to the wealthtech platforms that serve professional advisors.

Hear from Brian Costello, Head of ByAllAccounts Data Strategy, and Hazal Sabah, ByAllAccounts Product Marketing Manager, with a special guest who will deep dive into how to unlock the growth potential for annuity providers through partnerships with financial advisors. Integrating annuity data into existing advisor technology platforms and workflows is essential for efficient planning, rebalancing, and performance reporting, ultimately fostering long-term advisor-client relationships by enhancing trust through increased transparency and easy data accessibility. 

Our speakers will delve into how to:
• Fast-Track Your Data Distribution: Streamline data distribution to advisors across the various technology platforms they are already using today with built-in recipient-specific data compatibility.
• Amplify ROI: See the numbers for yourself to learn how streamlined data integration with ByAllAccounts provides a substantial return on investment for data providers.
• Meet Regulatory Requirements for Advisors: Understand how to enable advisors to maintain their regulatory compliance by seamlessly incorporating data into their existing workflows.

Maximize Reach, Minimize Hassle: 1 Connection for Data Distribution to Advisors

Join us for an exclusive webinar where we will dive into the powerful capabilities of Morningstar research, data, and analytics and their seamless integration within Morningstar Office. Discover how you can leverage this valuable resource to inform your portfolio construction, personalize client recommendations based on their unique goals, and effectively communicate with your clients to help them stay on track with their investment strategies.

Data-Driven Advice: Unleashing Research, Data, and Analytics

Morningstar’s CEO, Kunal Kapoor, and retirement industry experts from the Collaborative for Equitable Retirement Savings will tackle pressing topics such as the state of retirement, the evolving landscape of retirement savings plans, and the retirement savings gap in a live discussion on Friday, June 21 at 11am CT. 

They’ll share insights into the CFERS initiative, its objectives, and early findings on mitigating the racial and gender wealth savings gap in 401(k) plans, as well as discuss potential solutions to close the retirement savings disparity. 

Speakers:
•Kunal Kapoor, CEO, Morningstar
•Jack VanDerhei, Director of Retirement Studies, Morningstar Center for Retirement and Policy Studies
•Pamela Hess, Executive Director, DCIIA Retirement Research Center
•Ida Rademacher, Vice President, Aspen Institute

Important disclosures:
https://www.morningstar.com/products/social-media-disclosures

Investors First: Strategies for Narrowing the Savings Gap in 401(k) Plans

Faced with ongoing headwinds of fee compression and an increasingly crowded competitive landscape, asset managers would benefit from considering how they can rethink their marketing strategy to further differentiate their brand. Yet so many asset managers take an undifferentiated approach to marketing, relying solely on facts and figures, neglecting marketing innovation, and not taking a broader view of their marketing strategy.  

In this webinar, we propose 5 actionable steps – ranging from evaluating marketing technology to demand generation tactics to decision science – along with some examples, for how asset managers can reimagine and differentiate their marketing strategy.  

Don't miss this chance to learn from industry professionals and gain a fresh perspective on asset management marketing.  

Webinar Speakers:  
Thomas Kan, Director of Marketing, Enterprise Solutions, Morningstar, Inc.  
Matt Chazin, Demand Generation Manager, Direct & Data, Morningstar, Inc.

Beyond the Basics: 5 Key Opportunities for Enhancing Asset Management Marketing

The accelerated growth of active ETFs means 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 ETF research and data.

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

Analyzing Active ETF's Explosive Growth: Morningstar Direct in Practice

According to Cerulli Research, $84 trillion in assets is set to transfer to the next generations over the next 20 years (2021). How is your firm equipping your advisors to have the right conversations with each generation – from baby boomers to Gen Z - on transferring their wealth? Without the proper strategies, your firm is losing clients’ trust as well as their heirs, hindering business growth and client retention. 

Morningstar experts have teamed up with Asset-Map to help equip your firm with the right tools and answers to this question. By the end of this webinar, you will understand: 
- Everything you need to know about the Great Wealth Transfer and each generation’s needs 
- How to achieve oversight of your advisors and equipping them with the proper tools  
- How to leverage visualization to drive the holistic and efficient conversations 

Webinar Speakers:  
- Adam Holt, CEO, Asset-Map 
- Kevin Reed, Global Head of Platform Partnerships, Morningstar

The Great Wealth Transfer: How to support advisors & grow your advisory firm

Join Preston Caldwell, Chief US Economist, for a deep dive into our US economic outlook for 2024 and beyond.  

Victory over high inflation seemed within sight at the end of 2023. But then core inflation jumped to 3.7% (q/q, annualized) in Q1 2024. This inflation surprise - in conjunction with a continued robust pace of economic expansion - has significantly delayed expectations of Fed interest rate cuts. Some investors think the Fed won't start cutting until 2025, and there are even murmurs about additional rate hikes. 

Register now for all the details plus client-friendly charts to enhance your conversations! 

Webinar Speaker: Preston Caldwell, Chief U.S. Economist

US Economic Outlook: Has the Fed Done Enough to Defeat High Inflation?

Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.

Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

Investment Strategy

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Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

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