Wednesday, 8 June 2022
2 pm CET

The Future of Investment Research

What Lies Ahead?

In partnership with

Why attend

Evolving technology and a boom in alternative data sources is changing the investment research market. Increasing demand for in-house proprietary research is driving a greater need for investment firms to adopt new research methods to remain competitive. A study by Thomson Reuters and Greenwich Associate found that while only 17% of firms were using AI as part of their investment process, 40% expected to increase budgets for AI in the next 5-years.

Join the webinar to learn how technology and alternative data sources are reshaping the future of the investment research market.

The key take-aways

Why and how investment research is evolving?

What alt data sources and technologies top investment firms are relying on to gain an edge today.

What the future of investment research will look like in the next 5 years.

And many more.

The webinar panel

Click to view full speaker details

Ned Salter, Global Head of Investment Research | FIDELITY

Tatjana Xenia Puhan, Managing Director, Deputy CIO/Head of Investment Management | TOBAM

As Deputy Chief Investment Officer, Tatjana Puhan is responsible for the management of all research and product creation-related projects, ensuring the consistency and application of TOBAM’s patented investment process. In her role, Tatjana is co-Head of Research and Portfolio Management as well as managing the trading teams based in Paris and Dublin. The scope of TOBAM’s product offering is equity, fixed income, multi asset and crypto-currencies funds, mandates and indices targeting clients globally (insurance companies, pension funds, corporates, but also wholesale, retail insurance clients with a strong focus on North America and Europe). Moreover, Tatjana is a strong contributor to the frequent road shows and sales pitches undertaken by TOBAM, and the development of its strategic partnerships. She is a leading TOBAM spokesperson and participates in conferences, client events and academic forums. In her role, Tatjana also dedicates time to research and articles.

Tatjana joined TOBAM from Swiss Life Asset Managers where she was Head of Equity and Asset Allocation for Third Party Asset Management. In this role, she was responsible for a number of the company’s flagship strategies, most notably its investment solutions utilising systematic and proprietary quantitative approaches, as well as contributing to Swiss Life Asset Managers’ asset allocation and equity research initiatives. She has more than 15 years’ investment experience, worked at a number of leading asset management and private banking businesses while also bringing a strong academic and research background.

Tatjana holds a Master’s degree in Finance and Business Administration from the University of Hamburg, and gained her Ph.D. in Finance from the Swiss Financial Institute at the University of Zurich, with research fellow appointments at the University of Zurich, Kellogg Business School (Northwestern University) and the University of Hamburg. She is a lecturer in finance at the University of Mannheim and an associated researcher of the Hamburg Financial Research Center as well as member of the Editorial Board of the Journal of Systematic Investing.

Michael Ayling, Sales Director | ALPHASENSE

Michael helps investment professionals across many of Europe's leading financial institutions work smarter, more efficiently and with increased confidence across multiple aspects of their investment research processes through AlphaSense's AI-powered financial search engine. Michael has over 12 years' experience building trusted partnerships with front office investment teams and his team have been leading growth across top performing hedge funds and asset managers in the region.

Download the Webinar

This webinar is in partnership with

AlphaSense

AlphaSense is a market intelligence and search platform used by the world's leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, expert call transcripts, news, trade journals, and equity research. Our platform is trusted by over 2,000 enterprise customers, including a majority of the S&P 500. Headquartered in New York City, AlphaSense employs over 650 people across offices in the U.S., U.K., Finland, and India. For more information, please visit www.alpha-sense.com

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