Morningstar India hosts complimentary events across the country to help financial advisers prepare their businesses for success in today's environment. The next event will be held in Mumbai on August 29.
We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering you with the key operating principles of portfolio construction and portfolio monitoring.
Morningstar’s experts will show you how to create, analyse and track customized client portfolios using Morningstar® Advisor Workstation. In just a few simple steps, you can create a well-allocated portfolio, produce a comprehensive array of compelling reports that demonstrate the strength of your investment selections, and compare an investment strategy with a prospective client’s existing portfolio, amongst other things.
Our research indicates that valuation driven asset allocation approach assists in finding investment opportunities in an uncertain investing world. It is our belief that valuation is not only relevant at the security level; but it is equally important at the asset-class level. When describing this, it helps to think about valuation-driven asset allocation as bottom-up asset allocation, which involves adjusting the exposure to asset classes based on valuation through time. Valuation-driven asset allocation requires a fundamentally derived fair value or valuation anchor for each asset class and comparing current price with this estimate of fair value is at the heart of valuation-driven investing. You will learn more about this approach from our expert.
Besides, the director of fund research will illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them make the right portfolio decisions.
We will also talk about Morningstar Direct which is a global investment analysis platform uniting all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools.
Registration is free. CFP certificants attending these events can expand their expertise while earning 2 Continuous Education (CE) points.
Do join us in Mumbai on the following day:
- Date: August 29, 2018
- Day: Wednesday
- Time: 2.30 pm onwards
- Venue: The St. Regis Mumbai, Lower Parel.
- Click here for detailed Agenda.
- Register here.
