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Welcome to the Morningstar Investment Conference UK 2024

Every investor evolves. Markets change, life stages progress, and guidance can’t afford to stand still. The Morningstar Investment Conference provides advisers and financial experts with cutting-edge research, expert insights, and thorough analysis. Register today to develop your practice for today’s evolving investor.

1 May 2024

Royal Lancaster London, London, GLN

Countdown till the conference

00 days 00 hours 00 minutes 00 seconds

Captivating keynote speakers

Stay tuned as our list of speakers continues to be revealed.

View speaker bios
Ariel Bezalel
Ariel Bezalel

Investment Manager, Fixed Income

Jupiter Asset Management

Michael Born
Michael Born

Research Analyst

Morningstar

Monika Calay
Monika Calay

Director of Research, UK

Morningstar

Mike Coop
Mike Coop

Chief Investment Officer, EMEA

Morningstar Wealth

Dylan Cox
Dylan Cox

CFA - Head of Private Markets Research

PitchBook

Michael Field
Michael Field

European Market Strategist

Morningstar

Evangelia Gkeka
Evangelia Gkeka

Senior Manager Research Analyst

Morningstar

Gillian Hepburn
Gillian Hepburn

Commercial Director

Benchmark Capital

Kenneth Lamont
Kenneth Lamont

Senior Research Analyst, Passive Strategies

Morningstar

Jonathan Lipkin
Jonathan Lipkin

Director, Policy, Strategy & Innovation

The Investment Association

Emily Maitlis
Emily Maitlis

Journalist and Broadcaster

Daniel Needham
Daniel Needham

President

Morningstar Wealth

Ryan O. Murphy
Ryan O. Murphy

Global Head of Behavioral Insights

Morningstar

Jonathan Pines
Jonathan Pines

CFA, Lead Portfolio Manager

Federated Hermes Limited

James Rhodes
James Rhodes

President of Morningstar Data, Research and Enterprise Solutions & Chief Technology Officer

Morningstar

Rohan Sivajoti
Rohan Sivajoti

Director & Head of Partnerships

NextGen Planners

Derek Smith
Derek Smith

Head of Technology - EMEA

Morningstar Wealth

Ollie Smith
Ollie Smith

UK Editor

Morningstar

Lindsey Stewart
Lindsey Stewart

Director of Investment Stewardship Research

Morningstar

James Thomson
James Thomson

Executive Director & Fund Manager, Rathbones Global Opportunities Fund

Rathbones Asset Management

Xuesong Zhao
Xuesong Zhao

Partner

Polar Capital

Agenda at a Glance

View full agenda

Security identification, selection and monitoring using Morningstar Research (Afternoon)

Welcome address

Most recent and future indexing innovation and trends

Security identification, selection and monitoring using Morningstar Research

A look into Morningstar Direct's new portfolio experience: Direct Lens

Lens provides a modern, intuitive interface that allows users to create, edit, and analyse portfolios all in one place.

A look into Morningstar Direct's new portfolio experience: Direct Lens (Afternoon)

Lens provides a modern, intuitive interface that allows users to create, edit, and analyse portfolios all in one place.

Most recent and future indexing innovation and trends (Afternoon)

Pick your pass

Stand out with sponsorship

Sponsors help us bring the Morningstar Investment Conference to the next level, with their support fostering the connection that attendees demand. You can join the ranks of sponsors and exhibitors to leave a lasting impact.

Become a sponsor
Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £52.2bn /$66.5bn /€60.3bn as at 31/12/2023. Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf. Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all. By combining leading investment management capabilities, with personal investing and retirement savings platforms, we are working together to build better financial futures.
Colchester Global Investors is an independent, global government bond manager and was founded in 1999 by Ian Sims, Chairman and Chief Investment Officer. Colchester manages approximately US$25bn for international clients across a variety of investment products: Global Bond, Global Inflation-Linked Bond, Local Currency Emerging Market Debt and Global Unconstrained Alpha. Colchester has a singular investment process which is applied in the same way to all the different products managed. We value bond markets according to their real yields (i.e. the rate of return they offer after inflation) and currencies according to their real exchange rate valuations. Both bond and currency valuations are adjusted for the balance sheet strength of the underlying country and ESG factors. Colchester is majority owned by its employees, allowing constancy of purpose and an alignment of interests between employees and clients. The firm is headquartered in London and has regional offices in New York, Singapore, Dublin, Madrid, Munich, Dubai and Sydney. For more information, please visit our website at: https://colchesterglobal.com/
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WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. Since 2014, our European business has grown in terms of product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.
At Royal London Asset Management, we do things a little differently. We take a distinct approach to active management. As an integral part of customer-owned mutual Royal London, we’re free from short-term shareholder demands. Instead, we put our clients at the heart of what we do, using a longer-term perspective to generate investment returns. It’s a different pressure to perform and we thrive on it. As active long-term investors, we create solutions with the right balance of return and risk. Our consistent track record across asset classes speaks for itself. We are independent, responsible investors. Entrusted with other people’s money, we embrace the influence we have as stewards of our clients’ capital, for the mutual benefit of our clients and wider society. We are dedicated to delivering for our clients around the world. Building a better future, together. It’s asset management excellence, with a longer-term perspective.
Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. Our purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroder Investment Solutions offers a series of award-winning low-cost and risk mapped model portfolios and multi-asset funds.* Our solutions range is designed to help you deliver a breadth of good value solutions that meet your clients’ investment needs. Delivering appropriate client outcomes is at the heart of everything we all do. We’ve supported financial advisers for over a decade to help deliver the outcomes their clients are seeking and we manage over £5 billion (as at 31.10.2023) across our range of solutions. *Schroder Investment Solutions was named Best Model Portfolio Service at the Professional Adviser Awards 2022 and 2023. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular Schroder Investment Solutions updates by e-mail please register here.
Founded in 1930 in San Francisco, Dodge & Cox is one of the world’s largest independently owned investment firms. We manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings. Undistracted by short-term product trends or asset gathering, we concentrate on serving our clients by adhering to our time-tested investment approach. We build investment portfolios using deep fundamental research, a strict price discipline, a long-term investment horizon, and team decision-making. Our engaging, collaborative environment pushes us to accomplish our best. That’s why many of us devote our careers to Dodge & Cox, ensuring stability and compounding our intellectual capital across generations. This institutional memory—combined with our collaborative culture and focused business model—makes us uniquely suited for long-term investing and enables us to continuously seek lasting value for our clients in a rapidly changing world.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives and multi-asset solutions. With more than 1,400 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and approximately $1.6 trillion in assets under management as of February 29, 2024. Franklin Templeton’s global ETF platform, launched in 2016, enables investors to pursue their desired outcomes through a range of active, smart beta and passive ETFs. Supported by the strength and resources of one of the world’s largest asset managers, the global ETF platform has more than $22 billion in assets under management globally as of February 29, 2024. For more information, please visit www.franklintempleton.co.uk and follow us on LinkedIn, X and Facebook.
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. Neuberger Berman’s investment philosophy is founded on active management, engaged ownership and fundamental research, including industry-leading research into material environmental, social and governance factors. Neuberger Berman is a PRI Leader, a designation awarded to fewer than 1% of investment firms. With offices in 26 countries, the firm’s diverse team has over 2,800 professionals. For ten consecutive years, Neuberger Berman has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $463 billion in client assets as of December 31, 2023. For more information, please visit our website at www.nb.com.
The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 13 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £21.9 billion (as at 31 March 2024).
Asset TV is a global video research and learning platform for investment professionals, trusted by over 600,000 advisors, pension funds, consultants, family offices and wealth managers across the globe.
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The Royal Lancaster offers luxurious and comfortable rooms for MICUK delegates. Book your stay today via the link and experience ultimate comfort and convenience.

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