We packed a lot into the recent Morningstar Adviser Roadshow. If you missed anything or need a recap, here you’ll find a recording of each of the sessions as well as 3 minute summaries for the time poor.
3 minute summaries
- Why is it so important to build investments around objectives?: Andrew Lill, Chief Investment Officer, Asia-Pacific, Morningstar Investment Management
- Why is valuation so important?: Daniel Needham, President and Chief Investment Officer, Investment Management Group, Morningstar
- Using Adviser Alpha to enhance your client offering: Matthew Esler, Head of Insitutional Sales, Morningstar Investment Management
- The benefits of partnership: Julian Pitt, Head of Distribution and Product, Ventura Investment Management
Session recordings
- Welcome: Matthew Esler, Head of Institutional Sales, Morningstar Investment Management
- Starting at the end: Understanding and investing according to an investors objectives: Andrew Lill, Chief Investment Officer, Asia-Pacific, Morningstar Investment Management
- Building portfolios to meet your investors objectives: Daniel Needham, President and Chief Investment Officer, Investment Management Group, Morningstar
- “Adviser Alpha” helping your clients achieve their retirement objectives: Matthew Esler, Head of Institutional Sales, Morningstar Investment Management
- Bringing the best of Morningstar to our portfolios: Tim Murphy, Director of Manager Research, Morningstar and Mathew Hodge, Sector Head: Basic Materials and Energy – Asia Pacific
- Meeting your clients objectives, meeting your objectives: Dealer Group panel
