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Employee
Employee

Top 5 takeaways from this week’s Morningstar’s Thought Leadership Forum in New York City!

  1. The US retail wealth market will top $40T by year 2020 in client assets.
  2. Wealth transfer across generations indicates growth with baby boomers and Generation X in next decade.
  3. Asset managers continue to incorporate sustainability considerations into their investments. Why? Sustainability has become a key factor in corporate financial performance.
  4. Major strategic drivers - investors’ scrutiny around value, digital disruption, and increased regulatory focus on fiduciary standards - are impacting our business models and how we’re servicing clients.
  5. Morningstar Risk Model’s powerful scenario analysis and stress testing capabilities allow you to perform what-if analysis on significant market movements and macroeconomic variables (e.g. trade wars and oil hikes).

Check out the presentations to learn more about industry and research trends.

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 Q&A panel discussion with Morningstar Thought Leaders