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2018 Morningstar Investment Management National Adviser Roadshow
We are pleased to provide the full recording and presentation slides for each speaker’s session at the Morningstar Investment Management Adviser Roadshow 2018 in Sydney, NSW. The event agenda is available here.
The Art and Science of Maximising Investor Returns - MIM Sydney Roadshow 2018
Finding Investment Opportunities in an Uncertain Investing World - MIM Sydney Roadshow 2018
Tackling Key Portfolio Implementation Risks - MIM Sydney Roadshow 2018
Adviser Gamma: Maximising the Value of your Advice - MIM Sydney Roadshow 2018
Partnering with Morningstar and the Adviser Toolkit - MIM Sydney Roadshow 2018
Presentations
- Session 1: The Art and Science of Maximising Investor Returns
- Session 2: Finding Investment Opportunities in an Uncertain Investing World
- Session 3: Tackling Key Portfolio Implementation Risks
- Session 4: Adviser Gamma – Maximising the Value of your Advice
- Partnering with Morningstar and the Adviser Toolkit
Adviser Tools
The collateral below is now available on Your Toolkit.
A Guide to Using Valuation-Driven Investing to Help Your Clients
Synopsis: This guide summarises valuation-driven investing fundamentals and how these strategies can strengthen diversification. The guide covers off 2 important concepts – estimating fair value and how to get (and keep) more than what you pay.
How to Become an Emotionally Intelligent Investor
Synopsis: This brochure introduces a disciplined approach to becoming an emotionally intelligent investor. In today’s hyper-connected world, it is increasingly hard to tune out the noise. Understanding the pitfalls of costly ’emotionally-charged’ decisions and having a trusted investment partner like yourself can point your clients towards the path to investment success.
Synopsis: This deck showcases the key factors and investment principles to becoming an intelligent investor and achieving investment success. You can re-brand this deck to help demonstrate the benefits of partnering with your firm as adviser and Morningstar as investment manager.