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2014 Preconference Workshop: Asset Allocation

Wednesday, June 18, 2014 from 11:00 AM to 1:00 PM (CDT)

Registration Information

Type End Quantity
Asset Allocation Workshop Ended Free  

Event Details

You are invited to a complimentary preconference workshop, Asset Allocation. In this workshop members of Morningstar Investment Management’s research team will guide you through the theory and practice of developing capital market estimates, building strategic asset allocation portfolios, and constructing an investment portfolio. We will cover topics such as estimating short and long-term capital market returns, incorporating human capital into the asset allocation decision, and managing risk. The session will illustrate the ways in which MIM creates asset allocation solutions for both institutional and retail clients. Continuing Education (CE) credits pending approval. Lunch is provided.

Must be registered for the 2014 Morningstar Investment Conference to attend the workshop. To register for the conference, please go to:

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When & Where

McCormick Place, South Building
2301 S Lake Shore Dr
Chicago, IL 60616

Wednesday, June 18, 2014 from 11:00 AM to 1:00 PM (CDT)

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $176 billion in assets under advisement or management as of Sept. 30, 2013. The company has operations in 27 countries.

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2014 Preconference Workshop: Asset Allocation
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