IA Webinar: What do Asset Owners Want from Performance and Risk Analytics?

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The Investment Association are excited to invite you to an upcoming webinar in collaboration with our Affiliate partner, Confluence Technologies, on Wednesday 04 December.

This webinar will share the findings from Confluence’s recent survey of asset owners. A key finding from the survey shows that asset owners are increasingly focused on performance and risk measurement at the portfolio level. This webinar will outline what is driving this increased focus from asset owners, the key metrics that help them to better evaluate performance and risk and what this means for the evolution of the middle office model:

• Why are asset owners increasingly interested in undertaking their own performance and risk measurement?
• What are the key analytical toolkits for asset owners and why? Plan level, cross asset factor models, and macro attribution techniques
• What would asset owners like to see from asset-class specific approaches for equities, fixed income and private asset investments?

Additionally, the webinar will touch on how the evolving expectations of asset owners will affect the types of performance and risk analytics provided by the middle office including multi-level Brinson, Fixed Income sleeve attribution, multi-factor and historical simulation risk and investment restrictions. We will also explore what this means for the middle office model as we expect to see the increasing adoption of managed services and the use of AI in transforming operational processes.

Do not miss this opportunity to stay ahead of the curve and understand where asset owners are heading with innovative analytics.

In partnership with: 

Miranda Seath, Director of Market Insight & Fund Sectors, The Investment Association
Miranda leads the team analysing data and trends in UK investment management, producing evidence-based insight to support the IA’s policy agenda. The division provides insight to members and external stakeholders through the Investment Management Survey, retail funds market commentary and investor research. Miranda is also responsible for the IA Sectors, the fund classification scheme designed to help UK investors navigate the retail fund universe.

Miranda joined the IA in May 2019. Before joining, she was Research Director at Platforum and NextWealth, research and consulting firms focused on retail investment distribution.

Tom Wieczorek, Head of Analytics Product Management, Confluence
Tom Wieczorek is an accomplished product management leader with extensive background in technology and finance. Currently, he serves as Head of Product Management at Confluence Analytics, focusing on analytics for buy side performance and risk functions. Tom’s tenure as Managing Director of Products at UnaVista, London Stock Exchange Group, included developing critical regulatory reporting solutions for over 2,000 institutional clients. Prior to that Tom headed the product function for several leading Canadian and US technology firms. With a background in engineering and an MBA in science and technology, Tom is passionate about innovation and role of technology as a driver of change. Tom holds Canadian and EU citizenships.