We are holding a half-day event for advisers and mutual fund distributors (MFDs) on April 5, 2022, at 2:30 pm at Park Inn by Radisson, Surat.
The event will have topics that will help advisers/MFDs navigate the current market situation, select the right funds for clients and get a behavioral edge while advising clients.
There are many reasons behind the performance of a mutual fund and understanding them helps advisers pick the right funds for their clients. Our manager research team will showcase how advisers can use equity performance attribution techniques to better understand the sources of alpha.
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.
The ongoing Russia-Ukraine war has affected many economies. Our Managed Investment Team will take you through the implications of the Russia-Ukraine war on global markets, unusually high inflation, and the lingering impact of the pandemic all pose risks to future global economic growth. We will also talk about why valuations matter in investing and how Morningstar Managed Portfolios are currently positioned to tap opportunities across asset classes.
Agenda:
- 2:30-3:00 PM Registration & Networking
- 3:00-3:45 PM Understanding performance attribution of Equity funds
- 3:45-4:30 PM Steering through trying times: Market Outlook amidst the Russia-Ukraine crisis
- 4:30-5:15 PM Smart Shortcuts Applied in Wrong Context: A Deep Dive into Advisor Biases
- 5:15 PM Onwards Networking hi tea
Register here.
The agenda is subject to change.
