6th Investment Data & Technology Summit
12-14 October 2021
Online
Agenda
DAY ONE: Tuesday October 12 – timings AEDT
09.30-10.15 // Investment data and technology: the consumer view
Chief investment officers and their teams have to make sense of an increasingly complex environment of unprecedented policy, disruptive structural changes and an increasing noise/signal ratio driven by a ‘big’ data revolution. This panel will discuss investment decision-making, the reliability of investment data sources and the resulting need to recast systems and technology in today’s operating environment.
11.00-11.45 // Transformation in practice
This panel will discuss different data strategies and data transformation projects that are being undertaken by asset owners and asset managers:
- Goal-setting: What data strategies and frameworks are considered and implemented across organisations of different size and maturity levels?
- Project implementation considerations
- What are the total costs involved in bringing about these changes?
- Flexibility and alignment: how to ensure your data strategy remains relevant and in line with broader organisational strategies.
12.30-13.15 // Climate data under the microscope
With regulators and investors alike increasingly focusing on climate risk, this session will discuss climate data and its application to portfolio construction. It will consider the evolution of company level carbon and climate data; the analytical opportunities that exist to identify investment opportunities that support the growing focus on climate change and the challenges of integrating this data into investment workflows.
DAY TWO: Wednesday October 13
09.30-10.15 // Investment data and technology: going global
Asset owners and asset managers are increasingly globalising. This panel will discuss key considerations, challenges and solutions when expanding investments and operations across multiple jurisdictions.
11.00-11.45 // Data governance: best practice in practice
This panel will present a number of data governance frameworks that have been implemented by Australian asset owners and asset managers. It will discuss the various governance frameworks, implementation considerations, quality criteria and the checks and balances that are in place to maintain standards across the business, including validation processes in place to ensure data that is stored, loaded and hosted by third party data providers is correct. It will also explore ways in which data governance can be utilized to inform broader data strategy and business plans and ensure the overarching architecture and strategy remains relevant.
Paul Field
Senior Solutions Engineer,
Snowflake
12.30-13.15 // Managing for a total portfolio view
This panel will discuss the data and technology journeys of a number of funds and asset managers that have made the transition to a more complete portfolio view, bringing together both public and private data to provide a more holistic perspective of exposures. How are data management frameworks set up to provide good quality, single source data? How are reporting infrastructures integrated into the investment process and how are they managing and valuing private data sets in a timely manner?
DAY THREE: Thursday October 14
09.30-10.15 // Data sourcing: acquisition, cleansing and aggregation
This panel will discuss how different investment managers source market data and make it available across their business. What are different ways in which firms are managing data acquisition, reducing friction in workflows and maximising user insights and experience? What quality control measures are in place to efficiently validate data sources from third party data providers and minimise the risk of errors in data forms? What are the warehousing, cloud arrangements and technologies that investment managers are putting in place to facilitate data sharing and integration and what are the practical implementation considerations?
11.00-11.45 // Data consumption in focus: creating user-friendly delivery models
This panel will discuss different ways in which investment firms’ end users are able access and consume data sets. How are organisations tailoring access and modelling capabilities to individual use cases and what different delivery formats are provided to facilitate ease of access across different devices and locations?
12.30-13.15 // Navigating a changing vendor landscape
This session will discuss the evolution of vendor technology and their strategic roadmaps:
- Data storage models
- Hybrid ‘plug-and-play’ platforms, the best-of breed approach and end-to-end solutions
- Interoperability in practice
- Vendor partnerships: for those firms that are keen to maintain functionalities in house, what are the internal system implementations that can help to facilitate the optimum interaction between internal and outsourced systems?
