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Data Governance and Distribution

A FactSet Client Panel Discussion

Watch FactSet's Clients Discuss How They Source, Qualify, Integrate, and Analyze Data Across Their Firms

Active to passive. Fee compression. ESG. Alternative data. Business intelligence. Digital transformation. While the catchphrases and buzzwords are inescapable, there are real governance issues that arise in the pursuit of remaining relevant in a changing industry. A data-intensive approach is now commonplace with industry practitioners recognizing the power that more insight can bring. However, they too must recognize the need for careful data governance.

In this 30-minute panel discussion, watch industry experts discuss how they view these challenges, the solutions they chose to overcome them, and showcase their company's value.

 

KEY TOPICS OF DISCUSSION:

  • Internal Client Needs
  • The Impact of Supplemental Data
  • Business Intelligence Tools
  • The Reporting Lifecycle
  • Data Costs

Watch this key insight today.

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Speakers

Get to know our expert speakers on the panel

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Sandra Mattson

VP, Business System Analysis

QMA

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Sean Murray

VP, Director of Strategy, Performance & Reporting

FactSet

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Alex Shaffran

SVP, Performance & Client Reporting

Cohen & Steers

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Daryl Bradford

VP, Performance & Attribution

Acadian Asset Management

Moderator

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Pat Reilly

SVP, Director of Americas Analytics Sales

FactSet

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Sandra Mattson

VP, Business System Analysis | QMA

Ms. Sandi Mattson is a Vice President and Head of Business System Analysis for Global Distribution at QMA. In this role, she is responsible for the implementation of the automated systems that underlie key business functions across QMA and for optimizing workflows to increase efficiency and accuracy in support of the Global Distribution function. Prior to joining QMA, Ms. Mattson served in various project management and investment operations roles across PGIM. She earned a BS in Business Administration, concentrating in Finance, from the University of Delaware and an MS in Management from Thomas Edison State University.

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Sean Murray

VP, Director of Strategy, Performance & Reporting | FactSet

Mr. Sean Murray is Vice President, Director of Strategy for Performance and Reporting at FactSet. In this role, he is responsible for directing the strategy of FactSet's performance and reporting solutions with the goal of adding rich and robust middle office functionality and services to existing solutions. He joined the company via the acquisition of BISAM in charge of the commercial strategy and sales of FactSet’s Performance and Attribution solutions. Mr. Murray joined BISAM in 2012, first as the Global Head of Sales Engineering and later as the Global Head of Product Strategy. Prior to BISAM, he held commercial, consulting, and strategic account positions at Eagle Investment Systems, DST International (now SS&C), and Misys. Mr. Murray earned a Bachelor of Business Administration from the University of Massachusetts, Amherst.

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Alex Shaffran

SVP, Performance & Client Reporting | Cohen & Steers

Bio coming soon.

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Daryl Bradford

VP, Performance & Attribution | Acadian Asset Management

Mr. Daryl Bradford is a Senior Vice President, Director of Performance & Attribution at Acadian Asset Management. Prior to joining Acadian in 2007, he spent three years in accounting and client service roles at State Street Corporation. Mr. Bradford serves on the United States Investment Performance Committee (USIPC) and is a frequent conference speaker on the topics of performance and attribution analysis. He received The Journal of Performance Measurement’s 2017 Dietz Award for excellence in performance measurement literature. Mr. Bradford earned a BS in Finance from Stonehill College, an MBA with a concentration in investments from Northeastern University, and is a CFA Charterholder and member of the CFA Society Boston.

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Moderator

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Pat Reilly

SVP, Director of Americas Analytics Sales | FactSet

Mr. Pat Reilly is Vice President, Regional Director of FactSet’s Analytics solutions for the Americas. In this role, he focuses on providing content, analytics, and attribution solutions to clients across equities, fixed income, and multi-asset class strategies. Prior to this role, Mr. Reilly headed the Fixed Income Analytics team in EMEA and began his career at FactSet managing the Analytics sales for the Western United States and Canada. Before joining FactSet, he was a Credit Manager at Wells Fargo and an Insurance Services Analyst at Pacific Life. Mr. Reilly earned a degree in Finance from the University of Arizona and an MBA from the University of Southern California and is a CFA charterholder.

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