Morningstar Investment Conference 2026

June 17-18, 2026

The Morningstar Investment Conference is one of the longest-running investment research events in the industry. Morningstar's independence from the asset managers it rates gives the agenda an unusual quality: manager interviews on stage tend to be genuinely probing, and the research presented is the same work that drives Morningstar's published analysis.

Who attends

Financial advisors and investment committees, asset managers and product teams, institutional allocators, and analysts and financial media. It skews more toward investment professionals than practice-management attendees.

What's on the agenda

• Manager research and fund due diligence

• Asset allocation and portfolio construction

• Private markets and alternatives in advisory portfolios

• Sustainable investing and stewardship

• Market outlook from Morningstar's research team

Why portfolio analysis depends on the data underneath

Rigorous manager selection and allocation work assumes an accurate, complete picture of what clients currently hold. In practice that picture is often assembled from a portfolio management system that sees custodied assets, spreadsheets tracking alternatives, and held-away accounts nobody has refreshed this quarter. Analysis built on partial holdings produces recommendations that are right about the wrong portfolio.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, alternative and held-away data across 130+ systems.

Talk to us about your firm's data layer