Considerations and Best Practices for Managing Data
Investment managers rely on accurate and up-to-date information to inform their trading decisions. Without having a full and accurate data set, investment managers struggle to properly evaluate investment opportunities, make trading decisions, and communicate with clients.
How does your firm manage investment data? What are the best practices for investment managers’ daily operational processes? What benefits do best-in-class systems and processes provide?
Watch Clearwater’s live-recorded webinar, Data Management for Investment Operations, to learn more about how top investment management firms are managing their investment data to improve internal processes, client communication, and ultimately grow business. Clearwater’s Michael Shean shares what your peers in the industry are doing to get the most out of their data.
Insurance SME, Clearwater Analytics
Michael works closely with insurance firms based in the UK and Europe to transform their operations, data management, accounting, and client reporting. Michael has experience in developing world-class solutions for investment operations and has helped many clients streamline their middle- and back-office processes.
Michael has a bachelor’s degree in investment management and accounting from Stellenbosch University and a post graduate in financial analysis and portfolio management from the University of Cape Town in South Africa.