Name: Building Stronger Investment Recommendations: Creating Custom Reports
Start: 2023-06-22T14:00:00Z
End: 2023-06-22T14:00:31.000Z
Location: BrightTALK
Rating: 4.7

Independent investment research and analysis. Get the latest insights on the European, Middle Eastern, and African markets. Subscribe to our regular webinars on investing trends, EU regulations, and tools for financial professionals. 

Dive into the top trends shaping the future of ESG. Hear from the authors of the newly published reports “10 for 2025” and “Key ESG Investing Trends to Watch in 2025” to gain key insights on the intersection of ESG trends and the investment landscape.   

Key Topics Include:  

- The first year of reporting for the Corporate Sustainability Reporting Directive (CSRD)  
- The rise of climate finance and the transition to a low-carbon economy  
- How interest rates and the need to finance the climate transition could affect the sustainable bond market  
- A look back at 2024’s sustainable fund landscape and the outlook for 2025 

Moderator: Martin Vezér  

Speakers:  

Theodora Batoudaki, ESG Research Manager, Banks  
Hortense Bioy, Head of Sustainable Investing Research   
Arthur Carabia, ESG Policy Research Director   
Barbara Lambotte, Sustainalytics Research and Methodology

2025 ESG Trends - Putting Sustainability to Work

2024 provided us with some thrills and spills, but ultimately ended with strong European equity market gains. Macroeconomically, Europe looks to be in a far better place in 2025, but potentially offsetting this tailwind is the predicament of increased trade barriers with the US, and further political uncertainty at home. Equity markets are not cheap, but we see areas of opportunity for 2025. 

In the wake of the US election result, there have been a lot of doubts cast as to the pace at which renewable transformation will happen in the coming years. We look at the most realistic outcomes for 2025 given both the needs and the political environment we now live in.

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
• Our top stock picks across the European coverage universe

2025 EMEA Market Outlook | 2025, A Survival Guide

In this webinar, we will delve into optimising portfolios with cutting-edge Climate data, ensuring compliance with evolving regulations, and creating customised reports that highlight your commitment to sustainability. Learn how to tackle common challenges in the portfolio construction workflow with practical solutions that drive meaningful impact.

Future Proof Portfolios: Climate Considerations Across the Portfolio Lifecycle

Join Morningstar's Chief Research and Investment Officer, Dan Kemp, and our panel of analysts for a comprehensive look ahead to 2025. As we navigate a potential shift in economic conditions, traditional investment strategies may require a fresh perspective. Whether you're a financial advisor, or an investment professional, this webinar will provide valuable insights to help you make informed decisions in the year ahead.

Our panel includes:  
- Dominic Pappalardo, Chief Multi-Asset Strategist 
- Brian Moriarty, Strategist, U.S. Fixed Income Strategies  
- Danielle Labotka, Behavioral Scientist, Research and Investments 
- Dave Sekera, Senior U.S. Market Strategist

In this webinar, we'll discuss critical topics shaping the 2025 investment landscape:  
- Finding Returns in a Falling Interest Rate Environment: Discover alternative strategies for navigating a low-interest-rate landscape. 
- The Pros and Cons of Investing in Private Assets: Understand the potential and pitfalls of private assets as they gain prominence. 
- The Impact of AI on Investing in 2025: Explore how AI is reshaping the investment industry and where the opportunities lie.

Morningstar’s 2025 Outlook: Investment Strategies for the Year Ahead

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

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
• Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Master Investment Recommendations with Presentation Studio in Morningstar Direct

Proper portfolio construction is not just a task - it's a strategic endeavour that can significantly impact your clients' success.  
However, the daily operations of building, analysing, 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 analysing the data that matters most. 

During our discussion, we’ll explain:    
• How Direct Lens enhances the portfolio construction process   
• How to import, view, analyse, 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

Much has been written about the potential outcomes of the upcoming US presidential election and the effects on the US economy, but the effects on equities could be even more pronounced in Europe depending on the result.

On a sector level we see potential repercussions for numerous areas of the European equity market. In the event of a Trump victory defence stocks could receive another boost, while depending on the severity of tariffs, negative effects could be felt across everything from basic materials to auto manufacturers across Europe.

Join Michael Field, European Equity Market Strategist, on November 4th as he delves into the threats and opportunities from the US election, and how this translates into actionable investment ideas. 

Speaker: Michael Field, European Equity Market Strategist at Morningstar

US Election Impact for European Investors

Despite a global decline in thematic fund assets since their peak in early 2022, these funds remain pivotal for investors, comprising 6-7% of all equity fund assets. In markets like India, where thematic fund assets have more than doubled, there are significant opportunities to gain early insights and context. Whereas in Europe, thematic funds have experienced significant outflows from late 2023.

This webinar will provide a comprehensive overview of the thematic investing landscape, showcasing our global thematic fund classification system and dataset. We will cover: 

- An introduction to thematic funds and our classification system 
- Global and regional trends in thematic investing 
- Key insights from the 2024 Thematic Landscape report 
- A demo of the Thematic Funds Notebook in Morningstar Direct

The Evolution of the Thematic Funds Landscape

With nine months of the year under our belts, inflation broadly under control, and interest rates on the way down, the last quarter of the year should be plain sailing, right? Recent equity market shocks have dented investor confidence, but we believe an undervalued European equity market and an improving macroeconomic outlook mean that investors should stay the course. 

One of the big opportunities in Europe right now is in consumer facing stocks, and particularly the luxury sector. This area has been hit hard over the last year or so, on the back of reduced consumer spending, but this has thrown open many opportunities to pick up Moaty stocks at massive discounts to our fair value estimates. 

We will cover:
• 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

EMEA Q4 Stock Market Outlook | Interest Rate Cuts Have Begun, But We’re Not Out of the Woods Yet

In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2024’ research paper, which looks at current themes in on-platform MPS, drawing on Morningstar’s UK Managed Portfolios database. 

Here’s what our speakers will cover: 

-An Introduction to the UK Managed Portfolios Database: Learn about the database and its role in our landscape report 

-Key Insights into Managed Portfolios: Explore allocations, underlying investments, performance, and costs.  

-Database Demo: Get a first hand look at the content and functionality of the UK Managed Portfolios Database

Morningstar UK Managed Portfolios Landscape Update - 2024

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

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

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

Morningstar

Reporting

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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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Building Stronger Investment Recommendations: Creating Custom Reports

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