LEAP | Global Investment Seminar & MiFID 2 Update | October 2017

October 24, 2017

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Morningstar – Finding Value in a Low Return World

Emma Morgan, CFA, Portfolio Manager, Morningstar Investment Management – As advocates of investor-first, value-based, long-term portfolio management, Morningstar believe that the structure of portfolios should be done in such a way to minimise downside risks whilst participating in markets that offer long-term upside. Emma will give an update on where they see value currently, and will also provide an update on the current asset allocation within the Morningstar strategies available through our platform.

Featuring

Emma Morgan

Portfolio Manager Morningstar Investment Management

Emma Morgan, CFA, is a portfolio manager for Morningstar’s Investment Management group in the EMEA region. She is also a member of the Portfolio Review Committee.   Before joining OBSR in 2010, and then Morningstar on its acquisition of OBSR later ...

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