Welcome to the 2023 Morningstar Investment Conference Online Press Room! Please use this page to view our press-only programming and to access our latest research and resources. The full conference agenda is available here.
Questions? Reach out to newsroom@morningstar.com.
Exclusive Press Agenda
Join us for the following media-only events in our Press Room E353A.
Tuesday, April 25
2-2:25 p.m. CT
Press-only Q&A: Aswath Damodaran, professor of finance at New York University
Known for his skepticism of ESG investing, Aswath Damodaran has long been recognized as the “dean of valuation” within the investing community. Bring your questions to this press-only briefing as Aswath previews his keynote session later in the day when he will sit down with Morningstar’s Director of ESG Equity Research, Adam Fleck.
Wednesday, April 26
10:15 – 11 a.m. CT
How to Think About Thematic Funds – Morningstar Expert Roundtable
The menu of thematic funds continues to expand, harnessing a wide range of growth trends from demographic shifts to the rise of artificial intelligence. Poor performance during 2022's bear market could have decimated investor faith in these vehicles, yet retail investors proved resilient and interest remains high. The data shows these funds are here to stay—but as the space grows, it has pressing need for improvement, with investors' options often opaque, poorly constructed, or both. In this press-only roundtable, Morningstar experts will deep dive into the world of thematic funds by analyzing the data and sharing their insights on this increasingly popular segment of the fund universe.
2:35 – 3 p.m. CT
Press-only Q&A: Dan Ivascyn, chief investment officer at PIMCO
Dan Ivascyn leads the world’s largest active bond strategy, PIMCO Income. In this press-only briefing, Dan will answer your questions while sharing his investment philosophy and anecdotes about the intangibles that stand behind his success.
3:05 – 3:30 p.m. CT
Press-only Q&A: Steve Romick, portfolio manager at First Pacific Advisors
Join Steve Romick, portfolio manager with over four decades of investing experience, for a press-only briefing. Steve has led Morningstar Gold-rated FPA Crescent since its 1993 inception and will share insights into how he successfully managed the latest market cycle, when many other value investors struggled.
Morningstar Research
Please find below a list of recent Morningstar research reports:
Long-term mutual funds and exchange-traded funds in the United States experienced outflows of about $25 billion in March 2023, but overall in Q1 posted $16 billion of net inflows thanks to a strong January.
Flows into sustainable funds in the United States fell to $3.1 billion in 2022, their lowest level in seven years, against a challenging macroeconomic backdrop.
A look at how higher bond yields, lower equity valuations, and inflation affect starting safe withdrawal rates.
Morningstar’s sixth annual report examines the most prominent HSAs and assesses them on two different use cases: as investment accounts for future medical expenses and as spending accounts to cover current medical costs.
In this inaugural study, Morningstar examines how local market practices, investment product availability, and regulatory landscapes influence global investors' financial preferences and risk tolerance in portfolios.
Morningstar Experts & Resources
See our bench of spokespeople.
Click to view our ESG Resource Hub, which contains all our latest ESG research, methodologies, and groups of subject matter experts.
View all the latest Morningstar press release announcements.
You can always reach out to newsroom@morningstar.com with interview requests, and we will connect you with the proper expert.
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