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 Mumbai on March 19, 2020.
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, the Manager Research Team will walk you through how to decipher fund manager styles and pick wining funds. And to honor the funds which have met our sound quantitative methodologies that emphasize outperformance over one-, three-, and five-year periods, we will unveil 2020 Morningstar Fund Awards winners across seven categories.
Besides, Morningstar Investment Management analysts will show you how valuation driven investing can work for individual securities and asset classes to deliver better risk adjusted returns to investors. We will also share our outlook on various asset classes.
Lastly, Morningstar’s experts will show you how to create, analyze and track customized client portfolios using Morningstar® Advisor Workstation.
So join us to learn, network and celebrate the winners of Morningstar Fund Awards 2020 in Mumbai on March 19.
When
Thursday, 19 March, 2020 (3:00 PM onwards)
Where
Sofitel Mumbai BKC, C-57, Bandra Kurla Complex, Bandra East,
Register here.
Agenda:
- 3:30-3:45 PM Registration
- 3:45-4:30 PM Deciphering Fund Manager Styles
- 4:30-5:00 PM Advisor Workstation Demo
- 5:00-5:30 PM Why Valuations Matter? Morningstar’s Outlook on Asset Classes
- 5:30-6:00 PM Rewarding Excellence in Fund Management
- 6:00 Onwards Networking hi tea
* Agenda is subject to change
