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Live Webcast: Introducing FactSet's Portfolio Management Platform

Tuesday, January 21, 2020 | 10:00 a.m. ET

Live Webcast: Introducing FactSet's Portfolio Management Platform

Identify important portfolio insights and make more informed investment decisions with FactSet's latest portfolio management tool.

Over the past three years, FactSet has been busy sourcing the building blocks to execute on our Portfolio Lifecycle Strategy, most notably through our acquisitions of Portware and Cymba (FactSet’s EMS and OMS). We’re excited to introduce our latest enhancement to the workstation, Portfolio Management Platform, which allows portfolio managers like you to actively monitor your intraday portfolio in real time and create trade simulations without triggering compliance workflows.

Register for our 30-minute webcast to see firsthand how our new platform gives you the tools to monitor portfolio composition, characteristics, risk, performance in real time, and allows you to easily test trade ideas. During this presentation, we will discuss:

  • The capabilities of FactSet’s new Portfolio Management Platform
  • Examples of how clients are using PMP
  • The forward-looking roadmap for FactSet’s portfolio management solution

Register for our Webcast

Speakers

Join FactSet Regulatory experts for a 30-minute deep dive into the trends, challenges, and processes for KYC due diligence.

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Jamil Sheppard

Senior Sales Specialist, Regulatory Solutions

FactSet

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Andrea Gagliardi

Senior Sales Specialist, Regulatory Solutions

FactSet

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Jamil Sheppard

Senior Sales Specialist, Regulatory Solutions | FactSet

Mr. Jamil Sheppard is a VP, Regulatory Solutions Strategist at FactSet.  His role supports our clients to achieve an effective compliance strategy and help lower their costs.  As a passionate fintech leader with over 18 years of industry experience, a major goal is to help drive value beyond regulatory requirements.

Prior to this position, he lead sales for a global compliance, risk and governance software provider.  Mr. Sheppard earned his B.S. degree in Psychology from Arizona State University.

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Andrea Gagliardi

Senior Sales Specialist, Regulatory Solutions | FactSet

Mr. Andrea Gagliardi is a VP, Regulatory Solutions at FactSet.  In this role, he supports the Regulatory Solutions Team and FactSet’s suite of products aimed at meeting client’s demands for Regulatory and Compliance data and analytics reporting. Prior to this position, he was an Account Manager for a global risk management intelligence and security company. Mr. Gagliardi earned his B.A. degree in Business & International Management from Oxford Brookes University.

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