Morningstar Announces Agenda for Morningstar Investment Conference UK 2023

May 10, 2023

May 10th 2023

Morningstar’s annual UK investment conference will be held on Tuesday 4th July 2023 and the agenda will feature Kunal Kapoor, CEO of Morningstar, Steve Webb, former Minister of State for Pensions and Partner, Lane Clark & Peacock, and Frances Coppola, Financial Economist, Author, and Blogger.

LONDON, Date Month 2023 – Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) and leading provider of independent investment research, today announced the agenda for its 17th annual Morningstar Investment Conference UK, to be held on Tuesday 4th July 2023 at the Royal Lancaster, London.

This year’s Morningstar Investment Conference will bring together industry leaders and investing experts to explore cutting-edge research. Topics to be discussed include investment cycles, the future of active versus passive investing, trust in advisers, the outlook for UK equities in a higher interest rate environment and risk management.

“Facing a significant shift in monetary policy and stagnating economic growth, as well as recent volatility in the banking sector, investors in 2023 are contending with an increasingly complex market environment,” said Connor Sloman, Managing Director of Morningstar UK. “The Morningstar Investment Conference is a unique forum to provide greater investor clarity via insights from leading analysts and market participants in the asset management industry.”

This year’s speakers include:

  • Kunal Kapoor, CEO, Morningstar
  • Sir Steve Webb, LCP partner and former pensions minister
  • Frances Coppola, Financial Economist, Author and Blogger
  • Hortense Bioy, Global Director of Sustainability Research, Morningstar
  • Iain Stealey, CIO, J.P. Morgan Asset Management
  • Peter Spiller, CIO, CG Asset Management
  • Mike Coop, CIO, Morningstar Investment Management, EMEA
  • Sacha Sadan, Director of ESG, FCA
  • Henry Dixon, Portfolio Manager, Man GLG
  • Liz Wright, Head of EMEA Sales, Morningstar Indexes
  • Monika Calay, Director of Passive Strategies, Morningstar

Discussions include:

‘What makes a client trust an adviser?’ In this session, Morningstar’s Global Head of Behavioural Insights, Ryan Murphy, will review the findings from his latest research – How to Build Trust in the Adviser-Client Relationship.

‘How do higher interest rates affect the outlook for the UK Equity Market?’ The UK market has been cheap for a while, but it is frequently described as a value trap. Given the change in the interest rate environment, this talk will discuss the threat of value traps from the perspective of both balance sheets and the competitive outlook.

Sustainable Funds: Are labels helping investors and the solution to greenwashing? One of the top priorities of financial regulators is to combat greenwashing. With the UK regulator planning to introduce its own purpose-built labelling system, this discussion will explore what’s working, what isn’t, and what needs to change to help investors make better-informed choices.

Active versus passive investing – what does the future hold? A panel of experts will explore the role of active investing during a period of high outflows.

For the full agenda, speaker biographies, and further information please click here. Conference updates will be available on Twitter through the hashtag #MICUK.

Media Registration Information

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

Attendee Registration Information

For UK financial advisers and wealth managers, please click here to register. All revenue from ticket sales will go to the NSPCC to help to prevent and support those struggling with child abuse.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment insights 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 $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

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