Videos June 9, 2020

Multi-Asset Portfolios: Common Challenges and Best Practices

  • Share:

Alternative and derivative asset classes are a rapidly growing investment vehicle for insurers and investment managers who are looking for ways to hedge market volatility and maximise return at a time when margins are razor thin. However, these investment types come with their own accounting, reporting, and regulatory challenges. What might seem like a good strategy can turn into more operational headaches for you and your team.

Whether your organisation is currently invested in alternatives and derivatives or simply investigating the idea, you will find this webinar recording full of valuable best practices and tips for scaling your investment accounting and reporting operations. Listen as we discuss the current state of these asset classes in the market and how to prepare for upcoming trends and regulations.

During this recording, you will:

  • Learn about the different accounting and reporting considerations for some of the most modern asset classes in the market.
  • Learn how to apply operational best practices to make alternatives and derivatives a positive contributor in your investment portfolio.
  • Understand some of the upcoming trends and changes to market regarding these investment types and how they could impact your firm.

This webinar recording is targeted at our EMEA audience. We previously ran a US version of this webinar during May 2020 and a link to that recording can be found on our website.



Featured Presenters

Ryan Brassey, CFA

Insurance Solutions Specialist, Clearwater Analytics

Kyle Whatley

Solutions Consultant, EMEA, Clearwater Analytics