The panel
- Shirley Zhang, Former head of commercial development, North America, SimCorp
- Jennifer Correale, Partner, Alpha Alternatives, North America, Alpha Financial Markets Consulting
- Marisa Hall, Head, Thinking Ahead Institute, WTW
- Aimee Scott, Investment accounting supervisor, Retirement Systems of Alabama
- Moderator: Wei-Shen Wong, Asia editor, WatersTechnology
In this webinar on total portfolio management (TPM), industry experts discuss best practices for investment operations and execution in today’s complex market landscape.
As traditional asset managers and asset owners expand into more asset classes, such as private markets and alternative investments, the need for unified portfolio management has never been more critical. Leading firms are transforming their investment operations to gain a comprehensive view across all asset classes and breaking down the technology silos to achieve TPM. The expert panel discusses the essential building blocks for success—from establishing a unified data foundation to implementing real-time portfolio visibility and risk management.
Key discussion points:
- Setting the stage—examining market trends and the challenges of managing separate public and private market assets, while exploring the cost implications of maintaining fragmented systems
- Building the foundation—understanding practical approaches to achieving TPM, supported by real implementation experiences and insights
- Future-ready operations—how artificial intelligence and emerging technologies are enabling faster market responses and building scalable investment operations.
Further reading
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