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Morningstar Institutional Presentations
To view these free videos, presentations, and webinars, please register by clicking on the associated link. You will receive access after completing the registration form. Once you register for one presentation, you will be able to view all of them. If you have questions, please email information@morningstar.com.
Asset FlowsYear-End 2012 Asset Flows Update
Morningstar analysts discuss trends in U.S. asset flows, presenting a timely view of investor sentiment across asset classes, sectors, and geographical markets. Asset flow data in Morningstar Direct is useful for performing competitive analyses, developing products, and marketing managed investments.

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Asset AllocationAsset Allocation for a Non-Normal World
Cindy Sin-Yi Tsai, CFA, CAIA, senior research analyst for Morningstar, explains that since 1926, 3-sigma losses have occurred eight times more frequently than predicted by a normal distribution. Tail risk is real and the real world is NOT normal.

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Building Portfolios in a Non-Normal World
Dr. Paul Kaplan, quantitative research director at Morningstar, presents pioneering work in asset allocation that allows investors to overcome some shortcomings of traditional mean-variance optimization to forecast real-world outcomes.

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The Importance of Asset Allocation
Tom Idzorek, president of the Morningstar Investment Management division, says that after removing market movement, asset allocation and active management are equally important in explaining return variations.

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Total Portfolio Attribution
Cindy Sin-Yi Tsai, CFA, CAIA, senior research analyst for Morningstar, discusses how to use macro attribution to quantify the impact on total returns from plan-level decisions such as strategic asset allocation, tactical asset allocation, and manager selection.

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Active ManagementHow Active is Your Fund Manager?
Antti Petajisto of NYU Stern School of Business presents his research on active management and a new measure to predict investment performance. Professor Petajisto defines distinct active management categories and analyzes the long-term performance of each through year-end 2009.

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Another Look at Active Management
Martijn Cremers, associate professor of finance at the Yale School of Management, presents his research examining active share in 30 countries from the paper “The Mutual Fund Industry Worldwide: Explicit and Closet Indexing, Fees, and Performance.”

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Portfolio ConstructionIn Search of Skill
Offering a consultant’s point of view on manager selection, William Harding, CFA, head of manager research for the Morningstar Investment Management division, discusses best practices in manager evaluation and due diligence in his presentation at the Morningstar Ibbotson Conference.

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ETF Managed Portfolio Universe
Andrew Gogerty, exchange-traded fund strategist for Morningstar, describes one of the fastest-growing segments of the managed account universe. While the growth of ETF assets is not a new story, ETF managed portfolio strategies are a little-discussed contributor within this expanding universe.

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So Happy Together: Using ETFs and Active Strategies
Scott Burns, director of fund research at Morningstar, discusses ways to deploy exchange-traded funds alongside active strategies for portfolio completion, portable alpha, and cash/transition management.

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Morningstar StatisticsExploring the Morningstar Analyst Rating™ for Funds
Karen Dolan, director of mutual fund analysis, addresses institutional investors who wish to gain a thorough understanding of this new, forward-looking, qualitative measure that supplements the quantitative Morningstar Rating™.

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