Morningstar Australia

M is for Movember and Morningstar’s mo-champions. We were proud to support the foundation Movember tackling men's mental and physical health. While N (M) ovember comes to a close it's important to still have the ongoing conversations about men's health. Steve Toth Fabian Pazmino Matthew Maenke Sushant Shetty Andrew Adams, Rick Di Cristoforo Joseph Taylor Matt Froggatt

The #FAAACongress 2024 has arrived! Join us in Brisbane and get an exclusive, personalised demo of Morningstar AdviserLogic. Our cash flow tools, digital SoAs, and integrated CRM features will help you streamline your process and serve clients faster. Stop by our booth, take a chance on our spin to win for guaranteed prize. Every spin enters you into the grand prize draw for a chance to win a $200 Visa gift card! We can’t wait to see you there and show you how our solutions can help you engage more effectively with clients! Candice O'Sullivan Phaedra Hackles Mark McPhee Richard Ates Minh Le

Looking to get a head start on planning for the new year? Register now for your first Morningstar Investment Management 2025 Outlook webinar. Click here: https://mstar.me/40TOxrW   Join us for what is sure to be one of the most valuable webinars leading into the new year, presented by Dan Kemp, Chief Research and Investment Officer, and Matt Wacher, CAIA, Chief Investment Officer, Asia Pacific. The session will involve delving into the latest research from our 400+ investment and research professionals to unveil the 2025 Outlook. As we wrap up a whirlwind year filled with significant shifts—including global central bank policy changes, easing inflation, a tight US Presidential race, and persistently high living costs— Morningstar uncovers what this means for you and your clients in 2025.

We are excited to announce that Thomas Tolevski and Raymond Au have joined Morningstar, focusing on empowering practice success with AdviserLogic’s scalable technology and solutions. Thomas and Raymond join stellar team of on-the-ground business development professionals including Phaedra Hackles and Kiera Howlett Click here: https://mstar.me/3OlPpxU to reach out to the team if you want to make your advice practice stand out in 2025. Read more in Financial Newswire about the hires here: https://mstar.me/3CFF2CA

We are at the #ASFAConference in Sydney this week talking to super funds about how to address the opportunities and challenges of scaling advice, optimising investment performance and meeting growing regulatory expectations, all while ensuring superior member service and engagement. If you’re planning to be at the expo over the next couple of days, head over to the Morningstar pod to speak to us about what we are doing in the superannuation and retirement space or learn more by visiting us here. https://mstar.me/asfa2024 Peter Bryant Mark Hoven

Start your day with the latest market news, research, trends, and explainers as picked by Morningstar's editors. Sign up for free today: https://mstar.me/4dBLfN8

We are excited to announce that Eva COOK has joined the Morningstar team, leading the qualitative research on Australian and New Zealand equity fund managers. Working with Morningstar’s regional and wider global manager research teams, Eva will continue to support investors, advisers and superannuation funds in providing them with independent research and investment insights. Read more about her hire here: https://mstar.me/4hZOaCm

We’re delighted to announce that Centrepoint Alliance has added #MorningstarAdviserLogic as a new advice software option for their licensee practices—a choice we’re truly proud of! Together with Centrepoint Alliance, we’re equipping advisers with a modern CRM and comprehensive advice tools—all with quick setup, no consultants, and no long wait times. Here’s to an exciting journey, empowering Centrepoint Alliance advisers to deliver their best. Connect with us here: https://mstar.me/3CojWZv

The Morningstar team have had a great time at Count's PD Days in Melbourne and Sydney. Morningstar’s Michael Pellegrino Kiera Howlett and Richard Ates met with advisers at the events to explore ways on how our investment solutions and  scalable adviser software in AdviserLogic can help advice practices excel.

Material #ESG concerns such as severe weather events from #climate change, supply chain disruption, nature and biodiversity loss, data privacy concerns and more have real-world implications for business and finance. On Thursday, 28 November, join Michelle Cameron in conversation with First Sentier Investors’ Bjorn De Smedt and Amanda Yap from Fullerton Fund Management as they discuss how different #materiality frameworks (single, double and dynamic) can help investors assess both the risks to financial performance and impact that companies have on their environment and society. Register now! https://mstar.me/241128 Peter Bryant Jono Broome Hanne Gravås Mark Hoven Luke Elliott Jonathan Morgan Ashley Wang, CIMA®