Webinar: "WHERE DO I STAND?" —
VISUALIZING PORTFOLIO ATTRIBUTION & risk
Date: Tuesday, February 5, 2008
Join Brian O'Keefe and Arnaud Richards for a webinar on our Visualization platform for portfolio managers and CIOs — see how you can quickly understand all aspects of attribution and risk for a single portfolio or a group of portfolios
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| Brian O'Keefe, our Director of Product Management, is an Industry veteran with over 20 years experience in financial services
and information visualization applications. |
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| Arnaud Richards is our senior sales consultant in London and has over 15 years of experience in marketing and supporting software and services for financial services organizations. |
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It’s very time consuming to truly understand how a large number of funds are performing using normal reporting tools. For example, we have a client who has several hundred funds under management; they purchased Panopticon software so that they can really understand which funds are performing well or
badly, which team is doing well, how individual managers are performing, how model portfolios are impacting the actively managed funds, and so on.
New information visualization technology allows portfolio managers and chief investment officers to easily aggregate attribution and performance data using information from individual funds and from across various selections of funds, including all funds under management. Managers can go from looking at any group of funds down to a single fund, and then drill all the way down to get information about individual stocks with just a few clicks. The manager can also look at data aggregated from several funds – by asset class, by model, by region, by management team, by fund
manager. This sort of analysis is extremely tedious using standard tools like spreadsheets and pivot tables; people simply don’t have this sort of time in today’s highly competitive environment.
This webinar will explore how this new generation visualization technology lets managers:
- Quickly see out and underperformances within a single fund
- Easily link together multiple views of multiple portfolios
- Look at a wide variety of parameters besides performance, including risk and attribution
- Compare performance and risk attributions to various benchmarks
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