Upcoming Webinar: An Agile Approach to Investment Management Platforms for Private Markets and the Total Portfolio View
11 June 2025
10:00am ET | 3:00pm London | 4:00pm CET
Duration: 50 Minutes
Data and operations professionals at private market institutions face significant data and analytical challenges managing private assets data. With investors clamouring for advice and analysis of private markets in their search for returns, investment managers are looking at ways to gain a more meaningful view of risk and performance across all asset types held by clients.
Establishing a total portfolio view that takes into account all asset classes, cash holdings and private market investments in assets such as real estate, private equity and hedge funds, is emerging as a competitive requirement as firms strive to meet customer demand.
Against this backdrop, fund and investment managers are adopting a total portfolio approach to assessing and managing client portfolios that provides a complete view of individual customers’ holdings rather than a traditional set of product silos. To underpin this complete client view, firms are implementing new platforms that can monitor, assess and provide intelligence across the entirety of their clients’ holdings and support a holistic approach to risk, performance measurement and attribution.
Attend this webinar to learn more about:
- Creating a Total Portfolio View to drive exposure management
- Why investors are adding private markets to their balanced portfolios
- What data and analytics they need to participate in real estate, private equity and hedge fund / alternative investment markets
- How investment management firms are reacting to the need for a total customer view
- Practical approaches to selecting and implementing data management platforms for private markets
- Private data use cases working today
Speakers:
Sponsors
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