Name: Investing with Intent: Goals-Based Investment Planning
Start: 2024-07-18T19:18:00Z
End: 2024-07-18T19:18:15.000Z
Location: BrightTALK
Rating: 0

Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more. 

Market volatility in an election year is undeniable. Morningstar’s Market Research team has surveyed a total of over 2,500 investors at different points this year leading up to the 2024 U.S. Presidential Election to better understand the impact the election and the major events around it has influenced their investment concerns and strategies. 

 Join Senior U.S. Economist Preston Caldwell, Senior U.S. Market Strategist David Sekera, Consumer Sector Director of Equity Analysis North America, Erin Lash, and Senior Director of Market Research Joe Agostinelli as they discuss these insights and explore strategies to navigate the advisor-client relationship. Learn how to identify opportunities amidst economic uncertainty and make informed decisions to help clients safeguard their financial future.

Investor Impact: How the U.S. Presidential Election is Affecting Investors

Join Morningstar CEO Kunal Kapoor and equity analysts Brian Colello and William Kerwin as they discuss the latest trends and challenges shaping the semiconductor industry in this live webinar. The analysts will share their fair value estimates for industry giants like Nvidia, Apple, and Broadcom, and break down the dynamics of industrial chip demand and the strategic investments companies are making in AI. 

Speakers: 
Kunal Kapoor, CEO, Morningstar 
Brian Colello, Technology Equity Strategist, Morningstar
William Kerwin, Equity Analyst, Morningstar

Investors First: Morningstar’s Outlook on Nvidia, AI Computing, and the Semiconductor Industry

Join us for an insightful webinar designed to help financial advisors strengthen their value when communicating with clients and prospects. Learn how to leverage advanced research tools, Morningstar data, and intuitive features to provide clear, confident guidance on investment decisions. 

We'll cover how to: 
- Present compelling stories backed by data
- Perform in-depth portfolio analysis
- Use side-by-side comparisons to highlight key insights. 

This webinar will equip you with the knowledge and confidence to showcase your expertise, build trust, and enhance client engagement in a way that sets you apart from the competition.

Confident Conversations: Enhance Your Client Interactions with Morningstar Insights

Unlock the power of Morningstar's quantitative analysis by diving into the very code that drives our investment insights. For the first time, we're revealing the source code behind three pivotal Interactive Research notebooks: Fantastic Funds, Portfolio Diversification Score, and U.S. Fund Fee Trends.  

This webinar will demonstrate how access to this code can elevate your investment strategies, allowing you to customize analyses and uncover deeper insights. Whether you're aiming to refine your quantitative skills or enhance your portfolio analysis, this session offers concrete ways to leverage our tools.

Webinar Speakers:  
- Tom Nations, Director of Research Products, Morningstar, Inc. 
- Sara Otterbeck, Senior Product Manager, Direct Analytics Lab, Morningstar, Inc.

Investment Analysis with Python: Explore Morningstar’s Source Code

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.

Master Custom Reporting at Scale with Morningstar Direct

In today's financial landscape, investor expectations have evolved. Now, financial advisors need to deliver more than just functional value—they also must focus on providing human-centric services. This shift has profound implications for client retention and acquisition strategies.  

Join us for an insightful webinar where we delve into the critical aspects of the client lifecycle in financial planning. We'll share top reasons why investors fire their advisors and actionable strategies to better attract and engage clients.

Why Investors Fire Advisors and How to Captivate and Retain Clients Instead

A 401(k) rollover is one of the most impactful actions an advisor can take with a client. The process which the firm implements can range from thorough fiduciary documentation to what is known as an “education only” approach. This Education only approach involves a financial professional presenting data/options/statements about what a rollover would involve/imply with the intent that the client would proactively agree to the rollover. At best can be uncertain, and at worst can be deceptive. This approach often fails to document the customized advice being given and disclose the fees that would be incurred. Join us as we pick apart the swirling regulations, best practices and the fiduciary responsibly that can differentiate your advisors and maintain compliance for your firm … no matter the regulation.  

Webinar Speakers:  
Sara Kasun, Chief Compliance Officer, Morningstar 
Maeve Doonan, SVP Enterprise Advisor Software, Morningstar

Regulation or not, how to do right by your clients when discussing a 401(k) rollover

The great rotation into value stocks as well as mid- and small-cap stocks finally began in July 2024. Since the public release of ChatGPT, the market has been singularly focused on the growth opportunities from artificial intelligence. As those large-cap, growth stocks most closely tied to AI skyrocketed, small-cap and value stocks were left in the dust. In our last quarterly outlook, we reviewed why we thought the AI trade had run its course and that market returns would begin to broaden out. In this quarter’s webinar, we are going to review why we think this rotation has further room to run.   

Join Morningstar’s Chief U.S. Market Strategist Dave Sekera, CFA, and Chief U.S. Economist Preston Caldwell, as they review why we expect the economy will dodge a recession and which areas in the market still offer upside opportunities.  

Learn where we see undervalued opportunities within a more than fully-valued market and how we expect the US 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 the 1,600 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. 

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

Morningstar’s Q4 2024 US Market Outlook: Will the Great Rotation Persist?

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

Morningstar collected more than 550 survey responses from financial advisors in their 2024 Voice of the Advisor research study to understand their strategic goals and how they serve their clients. Sr. Director of Market Research Joe Agostinelli will be joined by VP of Business Development, Financial Planning Thomas Aviles and Investment Advisor Craig Canton, RICP from United Advisors America to get into the data that speaks to advisors, from advisors.  

In this webinar, we will discuss:  

•The value advisors feel they add to client relationships compared to where clients say their advisors add the most value  
•How advisors are structuring their practice to better serve their clients  
•The relationship between advisors and asset managers/wholesalers  

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

Voice of the Advisor: Insights Shaping Advisor Strategies and Opportunities

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

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

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

There’s a persistent gap between reported total returns and the actual returns investors experience. In fact, we estimate that the average dollar invested in the US market earned 6.3% per year over the last 10 years, which is nearly 1.1% per year less than the average fund’s total return.  

Join Morningstar analysts Jeff Ptak and Christine Benz as they walk through our latest Mind the Gap report. In this webinar, we’ll share key factors that can impact the gap and practical approaches to help optimize your clients’ investment returns.  

Our analysts will discuss: 
- How returns break down across asset classes  
- How return gaps trend over time across categories  
- The impact of dollar-cost averaging —or investing a set dollar amount—on a regular schedule

Mind the Gap 2024: An Analysis of Investor Returns with Morningstar Analysts

Discover how the convergence of public and private markets is coloring the investment landscape. In this live webinar, Morningstar’s CEO, Kunal Kapoor, technology equity strategist Brian Moriarty, and PitchBook’s executive vice president of research & market intelligence, 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

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

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Investing with Intent: Goals-Based Investment Planning

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