Morningstar India hosts complimentary events across the country to help advisers prepare their businesses for success in today's environment. The next event will be held in Pune on November 26.
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.
With a universe of close to 2,000 funds, picking the right scheme which suits your client’s goals can be daunting. At the forthcoming Morningstar Adviser Forum, Kavitha Krishnan, Senior Research Analyst - Manager Research at Morningstar Investment Advisers, will walk you through the handful of key factors you need to pick winning funds. Kavitha will also illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them to make the right portfolio decisions.
Further, we all know that investors face various biases while investing. Confirmation bias. Herding behavior. Loss aversion. Anchoring. The field of behavioral finance is perhaps best known for the laundry list of investor biases that researchers have documented. These cognitive biases push investors to make common mistakes when it comes to investing: overtrading, chasing returns, running from a down market, and so forth. Morningstar’s behavioral research expert will help you understand these biases and how you can help clients overcome them.
Morningstar’s experts will show you how to create, analyze 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.
Venue
Sheraton Grand, Bund Garden Hotel, Raja Bahadur Mill Road, Pune.
Agenda of the forum is as follows:
- 2:30-3:00 PM Registration
- 3:00-3:15 PM Introduction to Morningstar
- 3:15-3:45 PM Managing the managers- Picking the right funds for your portfolio
- 3:45-4:15 PM Beyond Intuition - Decoding Biases in Investing
- 4:15-5:00 PM Advisor Workstation Demo
- 5:00 PM Networking hi tea
* Agenda is subject to change
Registration
To book a place for your colleagues, please register here by filling a short form. Registration is free.
