Name: What’s Inside a Leading Model Portfolio Provider?
Start: 2023-11-16T17:30:00Z
End: 2023-11-16T17:30:33.000Z
Location: BrightTALK
Rating: 4

The financial advisor gateway—with global insights, investment strategies, and financial technology trends from Morningstar Wealth.

As 2023 draws to a close, investor attention has now turned to the year ahead. For advisors, 2024 will offer a new set of challenges and changes to guide clients through. In our upcoming webinar, our speakers will highlight the most important issues facing investors, share insights from our current research, and provide guidance on making better investment decisions as we enter the new year.

2024 Outlook: AI, Election, Taking Advantage, & Our Base Case

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

A year ago, most economists thought the Fed’s rate hikes (the largest in 40 years) would trigger a recession. But the U.S. economy has defied those predictions – GDP growth has even accelerated a bit in 2023 compared to 2022. 

In this webinar, we’ll cover our forecasts for U.S. GDP, inflation, and interest rates for the next five years. We’ll explain the paradox of the U.S. economy’s resilience to high interest rates. We believe most of the depressive effects of high rates are still in the pipeline. As such, GDP growth will begin slowing in 2024. 

Fortunately, we expect aggressive rate cuts from the Fed, starting by mid-2024, to trigger a rebound in GDP in 2025 and following years. The way for rate cuts will be cleared by falling inflation, which we expect to return to the Fed’s 2% target in 2024.

Q4 2023 U.S. Economic Outlook: How Will the Interest Rate Paradox Resolve?

This month, we will be doing a deep dive into new client charts with timely market information. In our upcoming webinar, Mac O'Brien, Head of Investment Distribution, will discuss the bumpy ride of positive returns, consumers starting to feel the squeeze of rising rates, and if we're headed for another inflation spiral.

12 New Client Charts for Financial Advisors, Delivered in 20 Minutes

Crypto is a complex and rapidly evolving new asset class. The lack of visibility into cryptoassets has kept advisors from providing truly holistic and personalized advice to their clients, until now. According to an NBC poll, one in five Americans has invested in, traded, or used cryptocurrency*.  

Morningstar ByAllAccounts—through a technology partnership with Turnqey Labs—will now be providing advisors with the ability to invite their clients to securely aggregate their cryptoassets from top exchanges, such as Coinbase and Gemini, to gain read-only access to end-client’s information. The ability to have a more complete view into a client’s full financial picture unlocks new opportunities for advisors to provide comprehensive financial advice regarding tax planning, estate planning, and risk management. 

In this webinar, you will hear from Don McHenry, Sr. Product Manager for ByAllAccounts and Tyrone Ross, CEO of Turnqey Labs, an expert on the crypto currency market and a registered investment advisor. You will walk away from this discussion with an understanding of: 

Why now more than ever visibility into client cryptoassets is so important for advisors. 

New opportunities for advisors to grow their business by delivering holistic financial advice regarding risk management, tax planning, and estate planning. 

How visibility into client’s held-away cryptoassets can now be easily accessible through existing workflows. 

* https://www.nbcnews.com/tech/tech-news/one-five-adults-invested-traded-used-cryptocurrency-nbc-news-poll-show-rcna22380 

Webinar Speakers: 
Tyrone Ross, CEO, Turnqey Labs 
Don McHenry, Sr. Product Manager for ByAllAccounts, Morningstar Wealth

Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors

Equity attribution is the process of comparing portfolio performance to a pre-selected benchmark. It’s a crucial part of proving fund value, especially as interest rates and inflation rise.  

Join us as we breakdown our own analyses to show how you can run your own equity attribution within Morningstar Direct. 

Subjects to be discussed: 
- How high-performing funds are utilizing struggling growth stocks 
- How Morningstar research conducts its analysis 
- A step-by-step walkthrough of Equity attribution in Morningstar Direct 

Webinar Speakers: 
Jack Shannon, Senior Manager Research Analyst, U.S. Equity Strategies 
Sneh Verma, Customer Success Manager, Morningstar Direct

Prove Your Portfolio: Best Practices in Equity Attribution

Thematic funds became increasingly popular with the onset of the coronavirus, with many posting eye-catching returns over the period. These investment vehicles attempt to harness various secular growth themes, from energy transition to connectivity to artificial intelligence to cannabis to disruptive healthcare technologies.

Join Morningstar's Kenneth Lamont and Tom Nations to discuss the evolving landscape of Thematic Funds as well as a live demo of the Thematic Analyzer - Funds Notebook in Morningstar Direct.

The Evolution of the Thematic Funds Landscape – North American View

Trust is an essential asset for advisors to have with their clients—some would argue it tops the  list. But is building trust the best way for an advisor to keep a client? Join Morningstar’s behavioral research team as they dive deep into the top reasons advisors have been fired by their clients. 

Stay ahead of the trends and register today!

Why Investors Fire their Financial Advisor

Although the stock market is undervalued – it faces a rough road ahead. The effects of the second largest bank failure in U.S. history are reverberating throughout the markets. Tightening monetary policy is poised to begin taking its toll on the economy later this year. Inflation remains stubbornly above the Fed’s target.

While volatility will likely stay elevated over the foreseeable future, once investors begin to see an upswing in leading economic indicators, we think the markets can begin a sustainable rally towards where we see fair value.

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they review our analysis of the U.S. markets and economy.

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 the year, and why we have an above consensus economic outlook over the long-term. 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 will take as many questions from the audience as time allows.

Presented by:
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar
Preston Caldwell, Head of U.S. Economics, 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 2nd Quarter 2023 U.S. Stock Market Economic Outlook

Performance Reporting is key to your due diligence processes, and being able to quickly and easily analyze the data that is important to you can make all the difference. In this discussion, we will explore how a few simple steps can help save time, scale your workflows and improve efficiencies for you and your teams. 

Webinar Speakers:  
- Ben Johnson, Head of Client Solutions, Asset Management   
- Maggie Carlson, Vice President, Business Development, Morningstar Direct  
- Peter Kalembasa, Senior Customer Success Manager, Morningstar Direct

Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

How should you be positioned for 2023? 

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they review our analysis of the U.S. markets and economy.   

In our 2022 Outlook, we noted that the market was overvalued and would need to contend with four main headwinds. Following the sell-off, we think the pendulum has swung too far and that the equity market is now undervalued. 

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 the year, and why we have an above consensus economic outlook over the long-term. Join our webinar as we: 

 - Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.  

 - Highlight long-term secular growth themes we see heading into 2023.  

 - 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. 

Presented by: 
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar 
Preston Caldwell, Head of U.S. Economics, Morningstar 
Moderated by Ruth Saldanha, Editorial Manager, Morningstar 
 
This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

2023 U.S. Market Outlook: Near Term Turbulence, but Path to Clearer Skies Ahead

Turning data into actionable insights requires firms to address sourcing the correct data, ensuring quality, and making it easily accessible. Learn how Morningstar raised the bar for data and research in an effort to empower investor success. 

Webinar Speakers:  
 - Sara Otterbeck, Senior Product Manager, Direct Analytics Lab 
 - Kumar Neelotpal Shukla, Quantitative Research Manager 
 - Christine Barnstable, Head of Data Strategy

Exploring the Data Value Chain

Join the analysts behind the latest edition of Morningstar's U.S. Active/Passive Barometer, for a 30-minute, live discussion and audience Q&A.   

Webinar Speakers: 
 - Bryan Armour, Director of Passive Strategies Research 
 - Ryan Jackson, Manager Research Analyst, Passive Strategies 
 - Romir Agarwal, Associate Product Manager

U.S. Active/Passive Barometer

Today’s investors are demanding personalization more than ever, and sustainable investing introduces an opportunity for advisors to help consider (or reconsider) why they invest. 

Each client will have different motivations for sustainable investing. Some want to limit risk. Some want to improve their returns. Others want to make an impact or seek policy change. 

Knowing a client’s interest isn’t enough—advisors must be able to drill down into what their clients want to achieve, discuss different approaches, and convey the resulting impact. 

There is no “one size fits all” approach, but advisors who adopt a consultative approach to sustainable investing will demonstrate added value in an increasingly competitive space.

Join us for a discussion on:
- How to incorporate sustainability across the entire advisor workflow 
- Five steps to kicking off an investable world conversation with clients
- Strategies for integrating ESG into portfolio construction

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

Speakers: 
• Shila Wattamwar, Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships, Morningstar Sustainalytics
• Adam Fleck, Director of Equity Research, ESG, Morningstar

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

Incorporating Sustainability Into the Advisor Workflow

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

For some clients, risk spells opportunity. For others, it's a four-letter word to be avoided at all costs. But the fact is most folks will need to take measured investment risks or otherwise face another risk--namely, not meeting their long-term goals. In this context, advisors can add tremendous value for their clients with perspective, tools, support and coaching.  
  
Join a panel of Morningstar experts as they discuss practical approaches to managing and measuring risk so you can help clients lean into the planning process; make smart, personalized trade-offs; and navigate the waters to reach their goals.

How to Be a (Smart) Risk-Taker

A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his practice from scratch. Today, he manages assets worth Rs 1,300 crore in mutual funds.

Jain has replicated a successful sub-broking model known as broker-dealer agreement (popular in the U.S) in India. Today, his firm Jain Privy Client Pvt Ltd. has more than 50 registered advisers/relationship managers. It manages more than Rs 1,900 crore across assets with live SIPs of 10,000 plus. 

Jain Investment has its own Portfolio Management Services and Alternative Investment Funds registered with SEBI. It has offices in India, Dubai, Canada and Singapore.

Curious to know how he and his team built an asset base of Rs 1,900 crore across mutual funds, PMS and offshore funds? Join us on May 28, 2021 at 4 PM as Vinod will share his views on how mutual fund distributors can scale up their practice. So do not miss this webinar!

Scaling up your practice

The mutual fund industry has 38 fund categories with more than 1,000 schemes. Within each category, there are funds which are run with different style and mandates. Thus, shortlisting funds can be overwhelming. Typically, many investors tend to follow the herd when it comes to choosing funds.

Morningstar Direct is powerful research software that offers in depth data, trends and reports which make sifting funds easier. Further, fund selection is neither pure science nor purely an art. The answer lies somewhere in between. Building a robust fund selection framework through a rigorous quantitative shortlisting tool must be augmented with a thorough qualitative analysis to pick funds.

In the forthcoming webinar to be held on Wednesday, 26th May 2021 at 4 PM IST, Gaurav Awasthi, Senior Partner, Product Development at IIFL Wealth, and Roopali Prabhu, Chief Investment Officer at Sanctum Wealth Management will share how they use Morningstar Direct to enhance their research capabilities and select the right funds for their clients. The session will be moderated by Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Adviser India.

Fund Selection Techniques

This month, we will be taking an in-depth look at what it means to be a leading model portfolio provider, and how advisors can make the most of model portfolios for their clients.

What’s Inside a Leading Model Portfolio Provider?

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What’s Inside a Leading Model Portfolio Provider?

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