Skip to Content
Advisor Insights

The Morningstar Investment Conference Goes Digital!

Here's a rundown of the sessions that Sheryl Rowling is most excited about at this year's conference, which will take place on Sept. 16-17.

With the never-ending coronavirus crisis, we're all pretty sick of virtual meetings--or at least I am. But I feel differently about the Morningstar Investment Conference. For me, the big problem with great conferences is being able to attend all the sessions I want when some sessions conflict or are too early! The MIC has always offered excellent content. Now, I can watch in the comfort of anywhere I want to be, either live or on demand. And I can get up to 17 hours of professional education credits, too--great news!

Of course, there's the economic benefit--no travel costs, no hotel bill, and the entire registration fee is only $149. The best part is there's still time to register.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.