Investing in products without knowing the goal behind it is akin to boarding a train without knowing your destination. Further, markets are not in adviser’s control. Realising this, many advisers are embracing goal-based investing to manage investor expectations better. Morningstar research has found that clients are prone to thinking blind spots when directly asked about their long-term investing goals, and resort to top-of-mind priorities and not their long-term aspirations.
At the forthcoming Morningstar Advisor Forum in Mumbai on January 16, Steve Wendel, head of behavioral science at Morningstar will talk about a choice architecture technique that we tested in our research to help guide people through a systematic way of understanding their own preferences. We find that this simple technique can help investors better identify their true investing goals. Join us on January 16 in Mumbai to interact with the most authoritative voice on behavioural science. Register here.
As markets evolve, advisers need to hone their research skills to identify the best products for clients. With a universe of close to 2,000 funds, picking the right scheme which suits your client’s goals can be daunting. The Manager Research Team at Morningstar India will walk you through the key factors that will help you in picking winning funds.
When
Thursday, 16th Jan, 2020 (2:00 PM onwards)
Where
Sahara Star Hotel, Opposite Domestic Airport, Mumbai
Agenda of the forum is as follows:
- 2:00-2:30 PM Registration
- 2:30-3:10 PM Why Valuations matter? Morningstar’s Outlook on Asset classes
- 3:10-3:40 PM Deciphering Fund Manager Styles
- 3:40-3:55 PM Break
- 3:55-4:55 PM Mining for Goals: How To Determine What Clients Really Want
- 4:55-5:40 PM Advisor Workstation Demo
- 5:40 PM Onwards 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.
