Morningstar Events

March 14, 2017

Morningstar India Awards 2017

The objective of the Morningstar India Awards is to felicitate those funds and fund groups that have added most value within the context of a relevant peer group for investors over the past year and over the longer term. The awards are annual, thus the methodology emphasizes on one-year performance, but the funds should also have delivered a strong five-year return after adjusting for risk, to obtain an award. The Morningstar Awards are currently given out in 25 countries using a consistent methodology, and are recognized as one of the most coveted fund awards in each region.

The Morningstar Awards 2017 would spotlight those funds and fund groups that have added most value within the context of a relevant peer group for investors over the past year and over the longer term. The awards are annual, thus the methodology emphasizes on one-year performance, but the funds should also have delivered a strong five-year return after adjusting for risk, to obtain an award. We will announce the winners of 4 Category awards and 3 Fund House of the Year awards.

For any questions, call +91 22 61217124 or send an e-mail to indiaawards@morningstar.com

October 18–19, 2016

Morningstar Investment Conference 2016

The sixth edition of Morningstar® Investment Conference was held in Mumbai on October 18-19, 2016.

We brought together financial industry experts, professionals and asset managers to share their views and debate on various issues. Spanning a wide array of subjects, right from the future of advice to timeless investing principles, and ethics in investing, the conference addressed key financial topics, investment strategies, relevant approaches to portfolio management and perspectives on the economy.

From panels, presentations and Q&A sessions, to unique networking opportunities, attendees availed sophisticated intellectual discourse.

October 27–28 & 30, 2015

Morningstar Investment Conference 2015

Join us as we bring together financial industry experts, leaders and asset managers to explore the dynamic investing landscape. The conference will address current financial issues, detail investment strategies and showcase various perspectives on the economy.

For the third consecutive year, we will also hold the Morningstar Adviser Forum as a part of the conference in Mumbai. As an adviser, you’ll learn how to maximize income, minimize risk, invest globally and develop solutions to better serve your clients.

11-12 November 2014

Morningstar Investment Conference 2014

Industry leaders will provide insightful presentations and panel discussions examining a range of issues including markets, the economy and investment strategies. The conference will also address key financial topics such as value investing, behavioural finance and the challenges of managing risk.

For the second consecutive year, we will hold the Morningstar Adviser Forum as a part of the conference. With a focus on the adviser, the points of discussion will centre on the principles of asset allocation and risk profiling, as well as portfolio construction and monitoring. A discussion on bridging the gap between advisers and investors will also be held.

27 March 2014

Morningstar India Awards 2014

The objective of the Morningstar India Awards is to felicitate those funds and fund groups that have added most value within the context of a relevant peer group for investors over the past year and over the longer term. The awards are annual, thus the methodology emphasizes on one-year performance, but the funds should also have delivered a strong five-year return after adjusting for risk, to obtain an award. The Morningstar Awards are currently given out in 25 countries using a consistent methodology, and are recognized as one of the most coveted fund awards in each region.

For any questions, call +91 22 61217124 or send an e-mail to bhavik.poladia@morningstar.com.

22-23 October 2013

Morningstar Investment Conference 2013

What is the state of the fund industry in India? Where should you invest your money? What is the best asset allocation strategy for you? We’ll help answer these questions and more at the Morningstar Investment Conference, where you can gain insights from some of the industry’s leading fund managers, investors, and asset managers.

At the conference, you can hear from and interact with some of the sharpest minds in the financial-services industry and learn how you can enhance your investment strategies and techniques to achieve greater success in today’s changing market environment.

1-2 November 2012

Morningstar Investment Conference 2012

The third edition of the Morningstar Investment Conference held in October 2013 was a resounding success. Packed with presentations, panel discussions and audience participation in the form of questions to the presenters and panelists, the response was extremely favourable.

The ‘Morningstar Advisor Forum’ was also introduced for the very first time. Held on the second day of the conference, it provided insights into investing behavior and empowered advisors with the key operating principles of portfolio construction and monitoring. The agenda revolved around risk profiling, asset allocation, and insights on researching and selecting appropriate equities and mutual funds.

10 February 2012

Morningstar India Awards 2012

The objective of the Morningstar India Awards is to felicitate those funds and fund groups that have added most value within the context of a relevant peer group for investors over the past year and over the longer term. The awards are annual, thus the methodology emphasizes on one-year performance, but the funds should also have delivered a strong five-year return after adjusting for risk, to obtain an award. The Morningstar Awards are currently given out in 25 countries using a consistent methodology, and are recognized as one of the most coveted fund awards in each region.

For any questions, call +91 22 61217124 or send an e-mail to bhavik.poladia@morningstar.com.

2 November 2011

Morningstar Investment Conference 2011

We brought the globally-renowned Morningstar Investment Conference to India, marking the inauguration of an event that aims to become a yearly landmark affair in the Indian investment arena.

The first edition of the Morningstar Investment Conference was held on November 2 in Mumbai. With a star-studded line-up of speakers from Morningstar and outside holding forth on a wide range of topics related to investing, it turned out to be a spectacular success with over 400 attendees participating.

Morningstar Founder and CEO Joe Mansueto delivered the opening remarks. Having started the firm in 1984 in the United States, he spoke about the evolution of the mutual fund industry and also reminisced how Morningstar grew over the years to become the leading global voice in investment research it is today.

Madhu Kannan, the young and dynamic CEO of the Bombay Stock Exchange, delivered a keynote address on the mutual-fund industry, while also using the occasion to announce plans to launch an options contract for the BSE Nasdaq ETF, to allow investors gain exposure to the U.S. derivates market.

Morningstar India, which started operations in the country in 2008, also announced the launch of equity research. Read More...

In the line-up of events, first up was a presentation by Morningstar’s Director of ETF Research Paul Justice, who gave an introduction to the fledgling world of exchange-traded funds and how investors should use them while building their portfolios.

In a panel discussion on ETFs that followed, Ashu Suyash, India Country Head of Fidelity Investment, Nitin Rakesh, CEO, Motilal Oswal AMC and Sundeep Sikka, CEO of Reliance Capital AMC, dwelled upon whether ETFs will find as much success as in the west as a popular vehicle of investing.

The panelists agreed ETFs will take time to evolve in India and that it was too early to go into the debate of whether they will take the place of mutual funds and if they had any advantages over traditional funds.

Given the low penetration levels of equity investing in India, especially via means of mutual funds, ETFs will continue to grow alongside mutual funds, Suyash said. “It is too early in the day to talk about whether ETFs will replace mutual funds in a big way. Right now, the industry’s focus should be on helping create greater financial literacy in the country and growing the investment pie,” she added.

Dan Lefkovitz, Director of Operations, PEART, spoke about the hotly-debated issue of whether past returns for mutual funds, especially performance-based metrics such as Morningstar’s star ratings, had any power in predicting future returns.

Lefkovitz presented data that showed Morningstar’s five-star rated funds were seen to have outperformed one-star funds, especially after accounting for funds that dropped out, based on statistics gleaned from across regions such as U.S., Europe and India.

Morningstar’s Senior Research Analyst Vicky Mehta then hosted a panel that discussed what to look for while buying a mutual fund. The speakers outlined measures that mutual fund investors must keep in mind while selecting a fund.

The speakers emphasized on qualities mutual fund investors must look for while evaluating a mutual fund. The unanimous view was: apart from a fund’s past performance, investors must also look at factors such as the fund house’s reputation when it comes to issues of ethics, disclosure and transparency, experience of the manager and the fund’s willingness to abide by its mandate, among other things.

After the lunch break, a power-packed panel comprising Nilesh Shah, President – Corporate Banking, Axis Bank, S. Nagnath, President & CIO of DSP BlackRock Investment Managers, KN Sivasubramanium, CIO, Franklin Equity India and Morningstar’s Vice President of Global Equity and Credit Research Heather Brilliant then took center stage to discuss Indian stocks.

The panelists shared the view the view that while in the short term, the future for equities remained unclear but in the long run, stocks will deliver handsome returns. In the session moderated by Bloomberg UTV Editor Vivek Law, Shah, the former star fund manager, said that while it may be difficult for stocks to deliver the lofty returns of the past few decades, intelligent bottoms-up stock picking along with patience to stay in for the long haul would work well for Indian stock investors.

Dhruva Chatterjee, Senior Research Analyst, Morningstar India, then hosted a discussion about fixed-income opportunities in the country and ways with which investors can seek greater returns from their debt portfolios.

Finally, Deutsche Bank’s Ajay Bagga, Karan Bhagat of IIFL Wealth Management and Dr Vikram Kuriyan from the International School of Business came together to discuss investing in alternate asset classes such as gold and real estate.

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