AMSTERDAM, 21 JULY 2022 – Morningstar Europe Ltd, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), today announced the agenda for its Morningstar Investment Conference for Institutional Investors, to be held 29-30 September 2022 at the Hotel Okura in Amsterdam. Built around Morningstar’s cutting-edge research, the two-day agenda is catered for C-suite, Board Members, Portfolio Managers and ESG/Impact Investing Officers of institutional organisations.

“We’re excited to welcome conference delegates to Amsterdam, the commercial capital of the Netherlands and one of the top financial centres in Europe,” said Morningstar CEO Kunal Kapoor, who will deliver the opening keynote address. “Over the course of two days, our audience of decision-makers will hear from some of the industry’s top voices on the most important topics facing the changing investor landscape today.”

Additional highlights of the agenda include:

• Klaas Knot, Chairman of the Financial Sustainability Board (FSB) and President of De Nederlandsche Bank (DNB), delivering a keynote speech on the FSB’s roadmap for addressing climate-related financial risks;
• Robin Wigglesworth, global finance correspondent, Financial Times and author of the book “Trillions”, in conversation with Kenneth Lamont, Senor Manager Research Analyst at Morningstar, on the rise of passive index investing;
• Claudia Kruse, Managing Director Sustainability & Governance at APG Asset Management, delivering a keynote exploring the various approaches to active ownership
• Ivo Mulder, Head – Climate Finance Unit, United Nations Environmental Programme (UNEP), delivering a keynote on biodiversity, land degradation and climate crisis
• Hortense Bioy, Global Director of Sustainability Research at Morningstar, on how regulation such as the Sustainable Finance Action Plan is reshaping the European ESG funds landscape;
• Sue Lloyd, Vice Chair, ISSB, who will be interviewed on navigating through ESG reporting requirements
• Mark Fawcett, CIO at Nest, in conversation with Thomas Kuh, Head of ESG Strategy at Morningstar Indexes, on how the largest global asset owners are navigating the shifting regulatory and geopolitical environment;
• Jodie Tapscott, Vice President and Director of Responsible Investing Strategy at Alliance Bernstein and Carmine de Franco, Head of Research at Ossiam, in conversation with Bob Mann, President at Morningstar Sustainalytics about the construction of Paris-aligned portfolios.

For the full agenda, speaker biographies, and further information about the event, please click here. Please note the agenda is subject to change. Conference updates will be available on Twitter through the hashtag #MICEU. The conference’s social media toolkit for sponsors, speakers, and attendees is available here.

Media Registration Information

Full-time members of the news media receive complimentary registration to the Morningstar Investor Conference for Institutional Investors. To register, please click here.

Attendee Registration Information

The Morningstar Investment Conference for Institutional Investors is a highly curated event with a programme catered to C-suite, Board Members, Portfolio Managers and ESG/Impact Investing Officers of institutional organisations. If an application does not fit this profile, the registration will be declined.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion in assets under advisement and management as of March 31, 2022. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

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Media Contacts:

Natasha Moore, +44 (0)7961760121, natasha.moore@morningstar.com, Mia Simpson, +44 (0)79749438090, mia.simpson@morningstar.com or ukmedia@morningstar.com