Muna Abu-Habsa, Morningstar

Muna Abu-Habsa Muna Abu-Habsa is the Director of Cross-Border Ratings for EMEA and Asia, and is the Equity Ratings Lead. In addition, Muna leads on ESG research in the UK and is a regular contributor to analysis on the growing interest in sustainable investing. Muna joined Morningstar in 2006 and initially spent 18 months spearheading projects to improve the delivery of UK fund data, and also serving as a performance and portfolio methodology specialist for key clients. She then joined Morningstar’s manager research team in 2007 as an analyst on the Morningstar Manager Research team leading UK-based fund research for the European and global-equity sectors, and property funds. Muna holds a BSc. in Economics, with first-class honours, from the School of Oriental and African Studies (SOAS), University of London. She also holds the Investment Management Certificate (IMC).

Agenda

09.30-10.20

Sustainability – an Asset Manager’s duty?

Once the decision is made to embark on the sustainability path, internal procedures need to be put in place to ensure proper implementation of the commitment. Policy, risk management, investment decisions, reporting… all elements of the Asset Manager’s value chain are impacted.

CEOs of leading Asset Management groups share their experience of the process


11.10-12.00

The rise of the ESG, SRI, Impact & Climate Finance: what it means for business and for our planet

Which methodology? What rationale? Which approach?

 


12.05-12.40

Morningstar European Fund Manager of the Year Awards 2018

Morningstar hosts their Pan-European Fund Manager of the Year awards in Luxembourg. These awards are based on the qualitative insights of Morningstar’s Europe-based manager research analysts. There are winners in four categories: European Equities, Global Equities, Fixed Income, and a new category, Multi Asset and Alternatives.


15.45-16.10

Interview with the Regulator: the latest regulatory hot topics for the fund industry


16.10-16.55

Fintech – Facts, Fiction and the Future

A reality check on all things Fintech in the AM production cycle.