5th Investment Data & Technology Summit

Agenda - 27-30 October, 2020

Digital Forum

All timings Australian Eastern Daylight Time (AEDT)

Tues Oct 27

9.00-9.45

The front office data challenge

This session will discuss how different firms are managing the requirements of the front office data function within the context of the broader enterprise-wide data management framework. While in the front office, a ‘fail fast to learn fast’ approach to data use can be a key to getting ahead, in the middle and back office accuracy and solid governance are essential.

  • Data technologies: how are different firms set up to manage these challenges?

  • How are they managing data access and governance across front, middle and back offices?

  • How can front office teams improve the extract-transform-load process to speed up the generation of data insights?

Q&A

Richard Taggart (Boston)

Executive Vice President

State Street

Moderator

Bruce Russell

Executive Director

Shoreline Consulting

Tues Oct 27

10.00-10.45

Investment data: golden goose or bottomless pit?

Investment data may be the key to investment opportunities, but it doesn’t come cheap. Market data in particular delivers essential insights, but it can also quickly blow a hole in budgets if access is not managed carefully. At the same time, it’s easy to duplicate data or spend significant time looking for information if data is not centralised. This session will discuss how to make the most of the data you hold, while minimising unnecessary expenditure.

  • Data rich, insight poor - How can firms maximise the value of their data and what are the technological requirements to maximise data processing and insights?

  • Optimising market data: maintaining a reasonable cost-benefit ratio

  • Monitoring the relevance of investment data sources over time

  • What’s the role for subscription data services and outsourced data management more broadly?

  • How to streamline acquisition and vendor governance

Moderator

Wietske Blees

Editor

Fund Business

Panel

David Metcalfe

Global Market Data Manager

Pendal Group

Sam Millar

Head of Data and Analytics

NSW Treasury Corporation

Guillaume Rondy (Singapore)
Head of Data Management

SimCorp Asia Pacific
 

Weds Oct 28

9.00-9.45

Data uplift: views from the top

This panel of senior executives will discuss considerations in formulating data uplift projects. It will discuss the drivers of change projects, the operating model considerations, how to resource these projects and learnings that can be shared from the journey.

Moderator

Doug Talbot

Managing Director

1886 Consulting

Panel

Paul Booth

Head of Data and Technology

Pendal Group

Sally Collins

Chief Operating Officer

Victorian Funds Management Corporation

Lounarda David

Chief Operating Officer

IFM Investors

Weds Oct 28

10.00-10.45

Data projects in focus

This panel will examine data transformation programs in more detail; the objectives, implementation strategies and the challenges encountered along the way.

 

It will discuss how firms intend to store and share data going forward, how they are future-proofing data conventions, the workflow arrangements that are being implemented, automated analytics solutions that are in the pipeline, and how different firms are balancing the requirements and the fragmentation of front-office data with broader enterprise-wide data management frameworks.

Moderator

Naresh Subramaniam

Director, Investment Advisory

PwC

Panel

Suresh Bhaskaran

Head of Data Services, Asia Pacific

BNP Paribas Securities Services

Rein van Rooyen

Head of Investment Performance & Operations

QSuper

Peta Stevenson

Manager, Investment Data and Analytics

Cbus

Thurs Oct 29

9.00-9.45

Data as a service: value-add or lost opportunity?

There is no doubt that managing and maintaining investment data in house is hard work, requiring resources, time and expenditure that some organisations may find is not core to their competitive advantage. This session will discuss the debate the advantages and disadvantages of the ‘data as a service’ model for asset managers and asset owners, and discuss when it makes sense to outsource data management.

Moderator

Wietske Blees

Editor

Fund Business

Panel

Amy Diab

Executive Director, Investment Operations & Client Service

IFM Investors

Karti Mahendran

National Technology & Data Lead - Investment, Wealth & Superannuation

Deloitte Australia

Subbiah Subramanian (Boston)

Senior Vice President, Global Head of Data Services

State Street

Thurs Oct 29

10.00-10.45

Data visualisation in practice

Data tells many stories, but these are often lost in excel spreadsheets and pdf reports. Data visualization systems, by contrast, can deliver real time, interactive insights that can facilitate and improve the investment decision-making process. Provided they’re backed by solid data, they can also provide full audit and reporting capabilities. This session will discuss different ways in which investment firms are approaching data visualisation, including the tools and processes that are being used to combine different data sets and the challenges associated with implementing interactive front office data systems.

Moderator

Mark Monfort

Partner

Decision Inc Australia

Panel

Ren Hu

Investment Data Scientist, Cortex Investech

AMP Capital

Andrew Kophamel

Head of Data Management & Performance Measurement APAC

Aberdeen Standard Investments

Jonathan Usmar (London)

Head of Data Science Practice Enablement

Schroders

Fri Oct 30

9.00-9.45

The Neverending Story: data governance in practice

The importance of strong data governance is undisputed, but there’s considerable variation in terms of how different organisations define, integrate and implement data governance in practice. This session will discuss different approaches to data governance in all its facets, how firms are managing the internal control and accuracy of regulated data; the key criteria that determine success and how to assess whether your approach is successful over the longer term. It will also discuss future-proofing data conventions and how to design vendor-agnostic data models that support integration.

Moderator

Wietske Blees

Editor

Fund Business

Panel

Ruben Alexander

Enterprise Data Officer

AMP Capital

Mark Boxall (New York)

Principal Software Engineer

FactSet

Angelo Calleja

Associate Director

Shoreline Consulting

Fri Oct 30

10.00-10.45

ESG: the new norm?

ESG is gaining steady momentum but fragmented and often unstructured data remain a stumbling block. This session will discuss how firms can integrate ESG data into investment processes and how to get a handle on the data requirements.

Moderator

Helga Birgden

Global Business Leader, Responsible Investment

Mercer Investments

Panel

Pablo Berrutti

Senior Investment Specialist, Sustainable Funds Group

Stewart Investors

Madelaine Broad

Head of Sustainable Investment

BT Financial Group

Saskia Kort-Chick

Vice President – Director ESG Research & Engagement

AllianceBernstein

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