Webcast: The Business Benefits of Developing a Performance Book of Record
Panelists discuss the rise of PBOR projects across the buy side and the associated challenges.
By now, pretty much everyone in the financial services industry is familiar to some degree with the investment book of record (IBOR) trend that has been so prevalent across the buy side for the past few years. In this webcast, however, we focus on another BOR ─ not IBOR or ABOR, but PBOR, or performance book of record.
It is no secret that performance measurement ─ and the ability to accurately attribute that performance to parts of a portfolio ─ is one of the key functions that all buy-side firms need to manage, not only from an internal perspective in order to improve overall performance, but increasingly from an external perspective to satisfy demands from institutional investors and also to comply with regulatory mandates.
This discussion focuses on how buy-side firms go about producing accurate and transparent performance and risk numbers across business lines and asset classes. At face value, this undertaking might not sound particularly onerous, but then neither did IBOR projects when they started cropping up across the buy side three years ago. Buy-side practitioners, particularly in the US and Western Europe, have long been disabused of that notion.
Panelists include:
- Tony King, manager of North America retail performance at Invesco, based in Houston, Texas
- Todd Healy, vice president, BMO Asset Management, based in Chicago
- Richard Mailhos, product manager at Eagle Investment Systems
- Victor Anderson, editor-in-chief, Waters and WatersTechnology
Points of discussion covered in this webcast include:
- The business premise for developing a PBOR from a buy-side perspective, and why so many buy-side constituents are now talking about it
- The specific business benefits that buy-side firms can realize on the back of a successful PBOR project or implementation
- The technology and operational ‘ingredients' that need to be considered when laying the groundwork for a PBOR
- The challenges facing buy-side firms in generating a single source of performance and risk data
- The ways a PBOR can assist investment managers when it comes to complying with reporting requirements from both a client and a regulatory perspective
- Typically where buy-side firms go wrong when it comes to projects such as this, and whether they can learn from past mistakes in, say, the IBOR realm
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
More on Emerging Technologies
FactSet looks to build on portfolio commentary with AI
Its new solution will allow users to write attribution summaries more quickly and adds to its goal of further accelerating discoverability, automation, and innovation.
How Ally found the key to GenAI at the bottom of a teacup
Risk-and-tech chemistry—plus Microsoft’s flexibility—has seen the US lender leap from experiments to execution.
The IMD Wrap: Beginning of the end for data audits?
This week, there’s exciting news for data bean-counters in the form of a partnership between two vendors that could change the way we view and track data usage and audits.
S&P debuts Spark Assist genAI copilot, draws up ‘Blueprints’ of combined datasets
S&P’s Kensho subsidiary has rolled out new emerging tech products leveraging AI to explore and combine the vendor’s wealth of datasets to solve common use cases.
Nasdaq reshuffles tech divisions post-Adenza
Adenza is now fully integrated into the exchange operator’s ecosystem, bringing opportunities for new business and a fresh perspective on how fintech fits into its strategy.
Liquidnet sees electronic future for gray bond trading
TP Icap’s gray market bond trading unit has more than doubled transactions in the first quarter of 2024.
Verafin launches genAI copilot for fincrime investigators
Features include document summarization and improved research tools.
Waters Wrap: Open source and storm clouds on the horizon
Regulators and politicians in America and Europe are increasingly concerned about AI—and, by extension, open-source development. Anthony says there are real reasons for concern.
Most read
- Chris Edmonds takes the reins at ICE Fixed Income and Data Services
- Deutsche Börse democratizes data with Marketplace offering
- Nasdaq reshuffles tech divisions post-Adenza