Asset managers, like just about everyone else, have had to make changes and adjustments to their practices as a result of the current pandemic.

Like everything else in 2020, SunStar Strategic’s Small Fund Conference, Strategies to Engage Advisors & Attract Assets, required a few changes – it went virtual!

Yes! If you are not sure how to harness the potential of social media to build your practice look no further.

At the Morningstar 2020 Virtual Conference, Hortense Bioy,Morningstar Europe & Asia, moderated a lively discussion between Simon Webber, Schroeders, and Lucas White, GMO, on climate change and the impact on portfolio construction.

We have all been influenced by others during our life’s journey. The impact and influence of some can be far greater than others.

While U.S. large-cap stocks enjoyed a robust decade, international equities languished. How will the international equities perform going forward?

Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. He believes we’re at an inflection point and change is ahead.

At the 2020 Morningstar Conference, Larry Fink, Chairman of BlackRock, Inc., talked with Morningstar’s Hayward Kelly.

Hennessy Advisors, long-time SunStar Strategic client, typically holds a mid-year, in-person CIO Roundtable in Washington, D.C.

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill. 

We don’t usually brag, but, according to the Web Marketing Association, SunStar leads the industry in the mutual fund web development category. SunStar Strategic won the 2020 Award for Best Mutual Fund Website for its work on the Mairs & Power site.