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Data Management for Investment Operations

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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.

This webinar covers:

  • Best practices in data management
  • How best-in-class data management systems solve market-specific challenges
  • How to streamline and grow your business through data management best practices
 

Featured Presenter

Michael Shean

Insurance SME, Clearwater Analytics