Name: Excel Add-In
Start: 2024-12-05T10:00:00Z
End: 2024-12-05T10:01:00.000Z
Location: BrightTALK
Rating: 0

In-depth investment research and analysis. Follow emerging market trends in India. Our regular webinars cover regulations, investment opportunities, and tools for financial professionals.  

In this webinar we will learn the following.
• Importing Holdings and Return series data in Direct.
• Generating analytical reports on imported portfolios.
• Generating Risk ratio and performance reports on imported portfolios.
• Creating factsheets on imported portfolios.

Learn how to import portfolios in Morningstar Direct for analysis and reporting

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

Strong GDP growth, robust corporate earnings, and significant market rally backed by ample market liquidity and increased participation of domestic retail investors has led emerging market funds to increase their allocation to Indian equities. Additionally, the underperformance of Chinese equities, entangled in domestic macroeconomic challenges, has amplified this shift. 
 
While many of our analyst rated funds in global emerging-markets category have generally increased their exposure to India in line with the increasing weight of India in the Emerging Market Indices, there are some managers that have reduced their relative exposure as well.  Join us on 8th August to discuss factors that have driven India allocation considerations within the Emerging Market Landscape and the nuanced approach that managers have taken."

Webinar : India Allocation Soars in Emerging-Markets Strategies

Dry Run 7 AUG

Investors often use past returns as the holy grail for picking funds, gravitating towards top performing - 1st quartile funds basis historical short-term returns. This often ends up being counterproductive as recent top performers may not necessarily, be the top performers tomorrow due to several reasons not limited to style/size headwinds, stock specific reasons, style drift, manager changes etc. Investors tend repeat this cycle again switching out of recently invested funds that are now underperforming and reinvesting into the new recent winners. This starts a vicious cycle that leads to large behavioral gaps, resulting in a significant difference between fund returns and investor returns. We discuss the trends in persistence of fund performance.

Webinar : Persistence in Fund Performance

This workshop mainly covers –
o Presentation Studio module to learn how to create professional, custom-branded product note on a fund’s performance, risk, and portfolio breakdown.
o How to create a product note on a fund from scratch.
o How to create a batch and automate product note creation for multiple funds.

Morningstar Direct Workshop: Presentation Studio

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

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

Morningstar Direct offers a cutting-edge solution for advisers and asset managers to be ahead of the curve by meeting clients' complex investment goals. Join us for the Webinar on Thursday, December 5, 2024 at 3:30 PM IST to learn more about this powerful platform.
 
In this webinar you will learn the following:
 
• Overview of Excel Add-In
• How to download Excel Add-in
• Working with Investment in the Morningstar Excel Add-In.
• Working with Holdings of Investment.
• Working with custom Portfolio (Attributes/Time series)
• Working on custom Portfolio holdings

Excel Add-In

Morningstar

Morningstarreearch

Data Analysis

Investments

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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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