Morningstar Adviser Forum is back. We are holding our first on-ground event after a hiatus of two years in Mumbai on December 15, 2021. So do not miss this chance to network and interact with your peers.
The event will cover the following topics:
Performance attribution
There are many reasons behind the performance of a mutual fund and understanding them helps advisers pick the right funds for their clients. Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Advisers India, will showcase how advisers can use equity performance attribution techniques to better understand the sources of alpha.
Overcoming adviser biases
It has been discovered that advisers encounter their own biases while guiding and managing client portfolios. Sagneet Kaur, Associate Director, Behavioural Research, Morningstar India, will take us through the various biases faced by advisers while dealing with clients and share tips on how they can substantially decrease their exposure to behavioural biases.
Managing client wealth
The adviser-client journey starts with discovering client goals, risk appetite, overall financial situation and designing a solution that encompasses clients' entire life cycle journey. Dhaval Kapadia, Director – Portfolio Specialist, Morningstar Investment Advisers India, will guide advisers on making the transition from managing assets to managing wealth.
Agenda:
- 2:30-3:30 PM Registration & Networking
- 3:30-4:15 PM Understanding performance attribution of Equity funds
- 4:15-5:00 PM Making the Transition from Managing Assets to Managing Wealth
- 5:00-5:30 PM Smart Shortcuts Applied in Wrong Context: A Deep Dive into Adviser Biases
- 5:30 PM Networking hi-tea
Register here
