As markets stay unpredictable and headlines compete for attention, your clients need calm, confident guidance more than ever.
Join us for a session on how Morningstar’s valuation-driven, forward-looking approach helps advisers stay ahead, supporting both stronger portfolios and more productive client conversations.
What you’ll gain:
- How Morningstar’s active decision-making helps manage risk and capture opportunity for the long term.
- A transparent view of our asset mix and how we’re positioning portfolios for what’s next.
- Confidence and insights to hold clear, forward-focused conversations with your clients.
- How Morningstar’s investment philosophy mirrors your own placing your clients and their assets at the centre of every decision, especially in times of market volatility.
Presenters:
Matt Wacher, Chief Investment Officer, APAC
Michael Malseed, Head of Institutional Portfolio Management
Date & Time:
Tuesday 29 July | 12:00 p.m. – 12:30 p.m. (Sydney time)
All webinars CPD accredited