Name: Master Custom Reporting at Scale with Morningstar Direct
Start: 2024-11-05T03:00:00Z
End: 2024-11-05T03:00:30.000Z
Location: BrightTALK
Rating: 0

Independent investment research and analysis. Discover timely investment insights in the Asia–Pacific region. Our webinars cover industry trends, portfolio management tools, and more in English and Japanese. 

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

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

Material ESG concerns such as severe weather events from climate change, supply chain disruption, nature and biodiversity loss, data privacy concerns and more have real-world implications for business and finance. Different materiality frameworks (single, double and dynamic) can help investors assess both the risks to financial performance and impact that companies have on their environment and society.

What to expect:

- Explore how materiality frameworks have evolved and how they impact investment strategies, from single to double and dynamic
- The data investors need to effectively assess and integrate risks and opportunities 
- How varying segments might utilise different approaches in their strategy and address different priorities 
- How emerging regulation such as CRD, CRFD may impact approaches and strategy

Join us for a thought-provoking webinar with sustainability professionals from the financial services industry. We will discuss, compare and contrast approaches, and how the advent of regulation and improved access to data may change the ESG landscape, enhancing reporting, improve stewardship outcomes, and more.

Speakers :
- Bjorn de Smedt, Climate Change Specialist,  First Sentier Investors
- Amanda Yap, Head of Sustainability, Fullerton Fund Management

Moderated by:
- Michelle Cameron, Commercial Leader, Morningstar Sustainalytics, AU & NZ

Single, Double, or Dynamic? An Exploration of Materiality in ESG Investments

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

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

As we enter the final quarter of 2024, what kind of market plays should one make to end the year on a high? Last quarter was marked by a fair amount of volatility, with Nvidia and TSMC creating news headlines amidst a global market sell-off. Even Japan, the darling of many global investors was not immune, with US$1.1 trillion shed in value from Japanese equities in August, while China continues to struggle with charting a clear path to economic recovery.
 
Is Asia primed to take advantage of the Fed’s rate cuts, and how would this affect different sectors in Asia? More importantly, is there still value in the region? Join Morningstar’s experts as they review trends in portfolio construction, asset allocation, and the regional equity markets.
 
Learn where we see undervalued opportunities within a more than fully-valued market. We will also:
 
- Share our insights on portfolio construction and asset allocation trends
- Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.  
- Highlight investable contrarian plays
- What you need to know about the Chinese bond market

Speakers: Samuel Lo, Chok Wai Lee, Vincent Sun, Sam Hui

Q4 Asia Investment Outlook: Will it get better in 2025?

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?

由於主動式ETF在美國和歐洲市場的發展越來越快，能獲取獨立、全面和及時的數據和研究比以往任何時候都更為重要。這些數據和研究可以用來促進投資者的成功。隨著台灣即將在年底允許主動式ETF，美國和歐洲主動式ETF的成功能否在台灣再現？ 

晨星誠邀您參加我們的網絡研討會來探討我們領先業界的ETF及主動式ETF研究和數據。

網絡研討會將涵蓋: 
- 主要的ETF及主動式ETF趨勢及增長軌跡
- 主動式ETF的優勢和風險
- 台灣ETF趨勢及主動式ETF的增長預期
- 晨星研究團隊如何使用Direct來規劃、追蹤和分析ETF及主動式ETF市場
- 您如何利用ETF特定數據集來進行分析、盡職調查和創作報告 

環球主動式ETF總覽
楊書超，晨星管理人甄選及股票研究業務總監

台灣ETF市場趨勢觀察
主持人: 
曾淑雲, 晨星台灣區負責人 
小組成員:
佘珮嘉, 摩根資產管理亞太區 ETF團隊產品專家
鄭立誠, 國泰投信投資長
顏心怡, 聯博投信執行副總經理

晨星Direct實踐
林溢謙 業務經理

全球ETF趨勢及台灣即將允許本地主動式ETF對市場的影響

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

今年1月の新NISA開始より早くも半年が経とうとしています。現在四半期ごとに、モーニングスター・ジャパン、マネジャーリサーチ部門より「NISA概要レポート」もお届けしておりますが、今回はウェビナーにて2024年上半期の投信市場動向についてご説明させていただきます。

本ウェビナーではNISA概要レポート執筆者でマネジャーリサーチ部門を率いる元利 大輔（もとり だいすけ）が解説を行います。また、合わせてカスタマー・サクセス部門よりMorningstar Directを使用してのNISA関連ファンドの分析方法のご紹介もいたします。

ウェビナーの最後ではお時間の許す限りQ＆Aセッションも設ける予定ですので、是非当日のご参加をいただけますと幸いです。

モーニングスター、2024年上半期の投信市場動向解説

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

Morningstar Q3 2024 U.S. Market Outlook: Shifting from Thematic to Idiosyncratic

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

Over the past year, markets have soared higher, yet returns have been concentrated in a handful of stocks. As these stocks are now fully to overvalued and momentum starts to fade, we look to contrarian plays to invest. Focus on those stocks that have underperformed and are unloved—and most importantly—undervalued. 

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Chief U.S. Economist 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 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.

Q2 2024 U.S. Stock Market Outlook Webinar - APAC Edition

Morningstarが株式投資の哲学や方法論の礎としている「エコノミック・モート」は、ウォーレン・バフェットに考案された概念であり、米国ではすでに広く認知されている投資の考え方の一つです。日本においても、最近はモートを用いた商品も市場に展開されており徐々に広がりつつあります。

本ウェビナーでは、「エコノミック・モート」の概念をMorningstarがどのように個別銘柄の調査に落とし込んでいるかについて、具体例を交えながらご紹介いたします。 また、合わせてMorningstarエコノミック・モートを活用した指数についてもご紹介し、皆様の長期投資への活用等にお役立ていただける情報をお届けいたします。

Morningstarエコノミック・モートとは？～競合優位性と長期投資への活用と金融商品へ活かす実践的方法～

After four years of suffering from long-Covid, 2024 is lining up to be the year that the economy and individual behavior have finally recovered and normalized. The massive disruptions and dislocations caused by the pandemic are rapidly fading in the rearview mirror and we think it’s time for investors to get back to basics. While we forecast the rate of economic growth will slow and stocks have already rallied off their lows, we still see multiple undervalued areas that provide relatively large margins of safety. 

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

Learn why we view the U.S. equity market as undervalued, how we expect the U.S. economy will play out over the course of this year and next. We will: 

• Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.   
• Highlight investable long-term secular growth themes.   
• 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 Kate Lin, Editor, Morningstar Asia

Morningstar’s 2024 U.S. Stock Market Outlook - APAC Edition

Simplify Portfolio Management and Reporting with Morningstar Direct

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

Performance Monitoring

Reporting

Asset Management

Investment Management

Investment Strategy

Investments

Financial Management

Data Analysis

Portfolio Management

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

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

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Master Custom Reporting at Scale with Morningstar Direct

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