WEBCASTS
Morningstar’s Guide to Moat Investing
Investing in companies with a sustainable competitive advantage and trading at attractive prices can be one way to manage market turbulence. In this informative webcast, Vaneck and ETF Trends will outline how a timeless investment philosophy, driven by Morningstar’s forward-looking equity research, focusing on companies with a wide economic moat
SUMMARY
Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates a discussion on:
- A focus on Morningstar research-driven Moat investing methodology
- How Morningstar identifies economic moats and attractive valuations
- The de-FAANGing of the Morningstar® Wide Moat Focus Index
- Recent fund performance and company highlights
- How financial advisors can incorporate a Moat investment methodology into a diversified investment portfolio
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Andrew Lane
Economic Moat CommitteeMorningstar Indexes
Brandon Rakszawski
Director, ETF Product DevelopmentVanEck
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
For Financial Professionals Only. Not for Distribution to the Public.
This is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market Past performance is no guarantee of future performance.
Please note that Van Eck Associates Corporation serves as investment advisor to investment products that invest in the asset class(es) discussed herein.