Morningstar Institutional Conference 2017: ‘Understanding why we own what we own and knowing how long to own it’
We attended the 7th annual Morningstar Conference 2017 from Mar 15th to Mar 17th in Amsterdam.
This is one of the few non-healthcare conferences we participate in, aimed for PMs. The topics were diverse – from a broad approach to value investments, to uncovering value in EMs, overcoming behavioural biases on one end of the spectrum to the concept of Active shares and how they correlate to fund performance, the notion of how risk management as a concept starts with being risk savvy etc., on the other end.