Optimizing Decisions: Addressing Challenges in Portfolio Analytics

Optimizing Decisions: Addressing Challenges in Portfolio Analytics

Show notes

Don’t let performance complexity hold your firm back.

Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on patchwork technology and legacy systems, leading to data silos and reconciliation headaches.

Tune in as we review the evolution of performance measurement, explore the challenges it presents, and discuss today’s tools and technologies that support modern performance, providing actionable insights for better decision-making.

Hosts

Trent Berry

Trent Berry

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Jasmin Conner

Jasmin Conner


Guests

Nico Coetzee

Nico Coetzee

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Mark Elliott

Mark Elliott

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