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Analysing Asset and Portfolio Performance

How do asset managers monitor performance, counterparty risk and market risk? How do financial advisors optimise performance for their clients and drive a larger share of wallet? Join us as we partner with our financial services partner, UseReady, to share how to use Tableau to minimise the complexity and simplify the oversight required to property manage performance at both firm and account levels.

Watch this live webinar and we’ll cover:

-An overview of how to manage your firm’s exposure to asset classes, investment strategy and industry sectors
-How to utilise Tableau dashboards to monitor credit ratings by agencies including issuer, counterparty and individual credit instruments
-A data-driven strategy to leverage your analytics to manage exposure and performance against the stock market over time

Discover how your analytics can save you time and effort while managing assets and optimizing performance for the firm and its clients.
Recorded Nov 10 2017 58 mins
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Presented by
Greg Haislip - Financial Services Sales Leader, Tableau
Presentation preview: Analysing Asset and Portfolio Performance

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  • Title: Analysing Asset and Portfolio Performance
  • Live at: Nov 10 2017 2:00 pm
  • Presented by: Greg Haislip - Financial Services Sales Leader, Tableau
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