Name: Creating New Efficiencies in Data Access and Analysis with Morningstar Direct
Start: 2023-12-14T15:30:00Z
End: 2023-12-14T15:30:45.000Z
Location: BrightTALK
Rating: 0

Monthly webinars showcasing the latest insights into market trends & regulation and occasionally a demo of Morningstar products.

ESG and sustainable investing experienced multiple headwinds in 2023, including continuously high oil and gas prices, the ESG backlash in the US, and regulatory uncertainties.   

- What does 2024 hold for ESG and sustainable investing? What will be the key trends? 
- How will corporates, investors, and asset managers adapt to these trends? 
- What to expect on the regulatory and policy front with the proliferation of ESG disclosure rules and climate-friendly initiatives? 

Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2024 outlook for Sustainable Investing and what that means for the different market players.

What does 2024 hold for ESG and Sustainable Investing?

2023 was a rollercoaster. It started out well, before the banking crisis hit, and culminated with the highest interest rates we’ve seen since the global financial crisis. Inflation has fallen materially, but the European economy remains fragile. In short, there is a lot of work left to do in 2024 before markets look anything like normal once again.

Find out too why you should be looking at the Semiconductor space, as we take a deep dive with our European analyst. We will be speaking about the shift from shortages to oversupply, our contrarian view on Arm Holdings, and the potential risks including a Taiwanese invasion.

• 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 2024 Market Outlook: Sunlit Uplands or a False Dawn?

In 2023, asset management firms caught greenwashing faced criticism by regulators and clients alike, with perpetrators facing real consequences such as:  

- Reputational risk 
- Regulatory compliance issues 
- Fines (up to billions of dollars) 
- and more 
 
Join speakers from Morningstar Sustainalytics for a panel discussion on greenwashing risk and how regulators and asset managers are tackling this issue in 2024. 

We’ll discuss:  

- The regulatory landscape for 2024  
- How asset managers are thinking about building thoughtful strategies to mitigate greenwashing risk 
- Ways to potentially mitigate greenwashing risk and build an authentic ESG strategy 

Submit your questions by December 1, 2023 to Beth Thompson at beth.thompson@morningstar.com for a chance to have them answered live by the experts.  

Speakers:
- Ruthann Bartello, Director, Commercialization, Morningstar Sustainalytics  
- Anne Schoemaker, Director, ESG Products, Morningstar Sustainalytics 
- Benjamin Schofield, Director, Product Strategy/Commercialization, Sustainalytics

Is the Grass Always Greener? Greenwashing Risk and Regulation

Direct Lens est un nouvel outil conçu pour créer, modifier et analyser des portefeuilles dans un environnement unique, de manière plus rapide et plus efficace, et utile pour avoir une vue d'ensemble plus complète de vos investissements.

Dans ce webinaire, vous découvrirez comment :
- Direct Lens peut améliorer le processus de construction de portefeuille
- Importer, visualiser, analyser et comparer des portefeuilles
- Examiner les expositions, les risques et les données sous-jacentes des portefeuilles
- Accéder facilement à des fonctionnalités supplémentaires

Webinaire : Simplifier la construction d'un portefeuille avec Direct Lens

The EU Action Plan is evolving very rapidly and bringing in new requirements and a changing funds’ landscape. In September 2023, the European Commission published a consultation on the functioning and future of the SFDR. Concerns about the implementation of the SFDR were addressed as well as a possible overhaul of the existing framework. What can asset managers and other financial industry participants expect to change? In this Morningstar Debate, a panel of sustainable finance experts from financial institutions and authorities in the Netherlands, Belgium and Luxembourg discuss how the fund industry is navigating the disclosure regulation.

Among others, the panels aim to answer the following questions:  

 • What are the biggest issues with SFDR that the EC will need to tackle? 
 • What impact can be expected on the current fund landscape? 
 • What are the biggest challenges ahead for asset managers, banks and wealth managers?

Morningstar Benelux Debate: SFDR 2023 in Review

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more:  

•ESG risk drivers   
•Data privacy and cybersecurity risk trends  
•Market signals and companies’ weaknesses  
•How prepared are companies and what investors should look for regarding cyber risks   

Panelists:  
•Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco  
•Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
•Kristoffer Inton, Equity Strategist, Morningstar   

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics

Navigating Data Privacy and Cybersecurity Risks: Insight for Investors

Climate change is undeniably one of the most pressing global issues of our time, and it has become a key consideration in financial and investment markets. In this webinar, we explore the global Climate funds landscape, 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. 

We will look to answer questions such as: 

•          What do capital flows into Climate funds look like in 2023 so far?  

•          How do Climate funds stack up against various climate metrics and what’s inside these funds? 

•          What role do Climate funds play in Investor portfolios? 

•          How can investment professionals use Morningstar Data and Reporting Solutions to bring their Climate strategies to life?

Investing in Times of Climate Change

It’s been a volatile year for investors, but strangely enough European markets are at roughly at the same level as the start of the year. Inflation is falling, but interest rates remain stubbornly high, and consumers are becoming more cash-strapped by the day. The big question now is whether the European economy can avoid a fully-fledged recession and whether declining consumer demand will be the catalyst for this. 

Join us as we attempt to navigate through the potential pitfalls to come in the next quarter, while highlighting areas of the market where we actually see opportunities opening up!

• We will look at major price movements across the EMEA coverage universe and opportunities this has created.
• Relative valuation of the European market versus other regions.
• How sector valuations have shifted over the last quarter, and where we see value.
• The Consumer Sector and what we are seeing on the ground.

Europe Q4 2023 Market Outlook: Holding on for Life

In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2023’ research paper, which looks at current themes in on-platform MPS, viewed through the lens of Morningstar’s UK Managed Portfolios database. 

Here’s what our speakers will cover: 

Discussion of key insights into managed portfolios through the lens of their allocations, use of underlying investments, and their performance and costs. 

A demonstration of the content and functionality of Morningstar’s UK Managed Portfolios database.

Morningstar UK Managed Portfolios Landscape Update

Direct Lens es una nueva herramienta diseñada para crear, editar y analizar carteras en un único entorno, de forma más rápida y eficiente, ayudando a obtener una visión más completa de sus inversiones.

En este webinar descubrira cómo:
- Direct Lens puede mejorar el proceso de creación de carteras
- Importar, visualizar, analizar y comparar carteras
- Examinar las exposiciones de las carteras, riesgo y datos subyacentes
- Acceder fácilmente a funciones adicionales

Simplificamos la construcción de carteras con Direct Lens

Direct Lens è un nuovo strumento pensato per creare, modificare e analizzare portafogli in un unico ambiente, in maniera più veloce ed efficente, e utile ad avere una panoramica più completa dei propri investimenti.

In questo webinar scoprirai come:
- Direct Lens può valorizzare il processo di costruzione di portafogli
- Importare, visualizzare, analizzare e confrontare i portafogli
- Esaminare le esposizioni dei portafogli, il loro rischio e i dati dei loro sottostanti
- Accedere facilmente a funzionalità aggiuntive

Semplificare la costruzione di portafogli con Direct Lens

The EU Action Plan is evolving very rapidly and bringing in new requirements and a changing funds’ landscape. Join us in this webinar where we delve into the latest regulatory updates and the shifting dynamics of SFDR Article 8 & 9 Funds. Our experts will discuss the current state of the company PAIs disclosure practices, EU Taxonomy alignment reported data, and solutions for SFDR Annexes production. 

Here's what we'll cover: 
• Regulatory updates on the EU Action Plan 
• Performance and trends of SFDR Article 8 & 9 Funds in Q2
• The current state of company PAI disclosure and EU Taxonomy alignment
• Reporting solutions for SFDR Annexes production

EU Action Plan: Latest on SFDR Reporting Trends and Sustainable Fund Performance

in diesem deutschsprachigen Webinar möchten wir Ihnen Analytics Lab und Direct Lens vorstellen: zwei Features in unserem Flagschiff-Produkt Direct, die Ihren Workflow signifikant optimieren können. 

Was ist Direct Lens?
Morningstar Lens macht die Arbeit mit Ihren Portfolios in Morningstar Direct nun noch effizienter. Die Bündelung aller Portfolio-Funktionen gepaart mit einer modernen intuitiven Benutzeroberfläche, macht es Lens-Nutzern nun noch einfacher Portfolios zu erstellen, zu bearbeiten und zu analysieren – alles an einem Ort. Sie können die Auswirkungen von Beständen in ihren Portfolios leicht aufschlüsseln und dabei auch auf die ESG-Plattform von Sustainalytics und Aktien-Daten zugreifen. 

Was ist Analytics Lab?
Analytics Lab ist ein Modul in Morningstar Direct, das es Ihnen ermöglicht, das breite Datenuniversum von Morningstar noch tiefer als je zuvor zu analysieren und für ihre Bedürfnisse zu optimieren. Um das zu erreichen, kombiniert die Analytics Lab Plattform den Zugang zu allen Morningstar Daten und Research mit den flexiblen Möglichkeiten von Jupyter Notebooks. Dadurch erhalten Nutzer nicht nur Zugang zu standardisierten Analyse-Notebooks, sondern auch den Zugriff auf die kompletten quantitativen Analysemöglichkeiten innerhalb einer der beliebtesten Programmierumgebungen für z.B. Quant-Einheiten.
Die Plattform ermöglicht sowohl das Nutzen bestehender als auch das Erstellen benutzerdefinierter Notebooks (mit der Programmiersprache Python). Die tiefgehenden Analysen lassen sich mit Grafiken, Research-Berichten sowie weitere Dokumentationen anreichern und leicht mit anderen im Unternehmen teilen.

Indiv. Portfolioanalyse und -optimierung sowie Datenaggregierung leicht gemacht

Equity markets have grinded upward over the last quarter, as investors put the banking crisis firmly in their rear-view mirrors. Although there has been no further drama in the banking sector since the March takeover of troubled Credit Suisse, the macroeconomic environment in Europe remains challenging. High inflation rates are becoming persistent, interest rates continue to rise, and consumers are becoming cash strapped. Despite this, and an equity market that is now almost fairly valued, we find pockets of opportunity across the region.
 
Join us as we also discuss our newly released report on the health of the UK housing market and the opportunities in the homebuilding sector.
 
- We will look at major price movements across the EMEA coverage universe and opportunities this has created
- Relative valuation of the European market versus other regions
- How sector valuations have shifted over the last quarter, and where we see value

EMEA Q3 2023 Market Outlook | Grinding Through 2023

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? 

Join Morningstar Sustainalytics for a panel discussion about ESG risk exposure, what this means and how to manage. In this webinar, we will focus on how Sustainalytics identifies drivers of product governance risk. 

Our knowledgeable panel will delve into these topics and more: 
- Quantifying exposure 
- Defining risk drivers 
- Identification and application of ESG data 
- Defining financial impacts 

There will be time throughout the webinar to ask your questions. 
 

Speakers: 
Tiffany Flaherty, Associate Director, Sustainalytics ESG Research, Risk Rating Oversight, Morningstar Sustainalytics 
Kristoffer Inton, Equity Strategist, Equity and Credit Analysis, Morningstar 
Moderator: Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics

Product Governance Risk: Navigating one of the most common ESG issues

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

Do investors have to choose between investments that perform well and their Sustainability objectives? How do sustainable funds perform vs the market? And how can managers better position their funds and tell a powerful ESG story. 

In this webinar we take a look at how European Sustainable funds have performed in the last 3 years and answer the recurring question of whether investors have to choose between returns or meeting their sustainability objectives.  

We will also discuss how Morningstar’s ESG data offering at the fund and company level, and Morningstar solutions, can help managers better communicate the value of their Sustainable products and create a compelling ESG story that meets investor demand.

Performance and Sustainability: Insights on Sustainable Funds & ESG Storytelling

In today’s competitive investing landscape, quick access to the data you need, in the format you need it is more important than ever. Morningstar Direct allows users to spend less time on finding and setting up data access and more time on analysis and innovation by offering seamless access to quality data paired with analytical tools designed for advanced analysis.  

Join Petar Draganov, Senior Customer Success Manager for Morningstar Direct and Sara Otterbeck, Senior Product Manager for Analytics Lab, to discuss: 

The newest ways you can access data in Morningstar Direct, including Analytics Lab, the morningstar_data Python package, and self-service data feeds. 

Explore the tools your peers are using to scale data and analytics and modernise your workflow with the power of analytics. 

How to build customised notebooks leveraging both Morningstar and proprietary datasets.

Creating New Efficiencies in Data Access and Analysis with Morningstar Direct

Investment Management

Investment Strategy

Analytics

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

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Creating New Efficiencies in Data Access and Analysis with Morningstar Direct

Presented by

About this talk

More from this channel