Morningstar’s Annual Investment Conference: We’ve Gone Digital

Morningstar’s Annual Investment Conference: We’ve Gone Digital

The Morningstar Investment Conference digital experience begins with our U.S. event, but it doesn’t end there: Throughout the fall you’ll get access to our conferences in South Africa, Australia, India, Spain, Italy, the U.K., and France—registrants can now watch all our digital content live or on demand until Dec. 1, all for $149.

We encourage you to register as financial planning and our behavioral science will be a reoccurring theme.

The on-demand session, The Behavioral Science to Help Investors During Strange Times, will be available on September 16 beginning at 1:00 p.m. (CT). The session will highlight Morningstar’s multiyear effort to understand the behavioral obstacles that investors face and to develop practical tools for the advisor. The need for this research has only grown since the coronavirus pandemic, market uncertainty, and economic crisis became realities. Our speakers will share our latest research and tools for advisors to handle the rapidly changing times, including:

  • How to recognize the biases and emotions that hit investors in times like these
  • Techniques we’ve tested during this pandemic specifically to help advisors manage these biases
  • The emerging power of ESG, even during uncertain times. We will show how our research helps values-driven investors look beyond returns

We hope to engage further at the event!

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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