<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=15609&amp;fmt=gif">
FINSIGHT Landing Page Text-1

Sit Back, Relax and Learn

Thursdays at 12 p.m. EDT, October 22nd-November 19th | Anywhere

With many of us continuing to work remotely, creativity has sparked. We see dining tables turned into desks and Zoom as the new place to be for happy hours and catch-ups over coffee. The new normal has shown us how technology enables us to work productively, stay connected, and achieve our learning goals wherever our desk may be.

That’s why we’re excited to fuel your work-from-anywhere experience with FINSIGHTS, a FactSet's webcast series, coming to your home-headquarters. Tune in to hear the latest expertise on key topics for the Canadian financial industry from data governance to ESG to digital transformation and more!

Join us LIVE over lunch or watch the recording of our 30-minute webcasts at your leisure. Simply sign-up today and start enjoying the content or adding upcoming webcasts to your calendar!

Sign-Up Today

WATCH LIVE OR ON-DEMAND

Register for the series and get access to all sessions, whether joining us live or watching later on demand.

UP NEXT

Spacer

Canada's Economy in Review

Presentation

October 22nd | 12:00 p.m. EDT

LEARN MORE

Live

Spacer

Learning from the Tail – Understanding Market Risk from COVID-19

Presentation

October 29th | 12:00 p.m. EDT

LEARN MORE

Live

Spacer

The Use of Alternative Data in the Current Climate

Presentation

November 5th | 12:00 p.m. EDT

LEARN MORE

Live

Spacer

Solving the ESG Challenge

Fireside Discussion

November 12th | 12:00 p.m. EDT

LEARN MORE

Live

Spacer

Accelerating Advisor Efficiency

Presentation

November 19th | 12:00 p.m. EDT

LEARN MORE

On-Demand

Spacer

Data Governance and Distribution: A Volume Game

Panel Discussion


LEARN MORE

On-Demand

Spacer

Exploring Your Fixed Income Exposure

Fireside Discussion


LEARN MORE

On-Demand

Spacer

Digital Wealth Part 1: The 5 C's for a New Decade of Wealth Management

Fireside Discussion


LEARN MORE

On-Demand

Spacer

Digital Wealth Part 2: Elevating the Client Experience Through APIs

Panel Discussion


LEARN MORE

UP NEXT

Spacer

Canada's Economy in Review

Presentation | October 22nd | 12:00 p.m. EDT

LEARN MORE

As we enter the final quarter of 2020, the global economic outlook continues to be dominated by the COVID-19 pandemic and economic toll of country lockdowns instituted around the world to stem the spread of the virus.

The Canadian economy has been hit especially hard during this pandemic due to the curtailment of domestic activity as well as the plummet in global oil demand, which led to a collapse in oil prices. Canada is the world’s fourth largest oil producer, and oil production and exports are key components of the Canadian economy.

The economy contracted sharply in the first half of the year, but what is in store for Canada for the remainder of 2020 and 2021? Join Sara B. Potter, CFA, for this 30-minute webcast where she will review the available data for Canada and present details on the outlook as we look ahead to 2021.

SPEAKER:
Sara Potter, CFA, Senior Content Specialist, FactSet

<

>

Live

Spacer

Learning from the Tail – Understanding Market Risk from COVID-19

Presentation | October 29th | 12:00 p.m. EDT

LEARN MORE

The multi-asset landscape has exploded in recent years with an overwhelming range of strategies and approaches now available to investors. New strategies, new technologies, new workflows require high-quality risk models and best practices. This has never been made so clear than with the onset COVID-19 thrusting the global economy into turbulence unseen for at least a decade. Now more than ever, financial institutions need to keep a close eye on the threats that can have real impacts on financial performance across the enterprise. In this session, take a closer look at understanding tail-risk manifested from the current market upset with case studies on the Canadian and US economies.

SPEAKER:
Ivan Mitov, Director of Risk Research, risk and Scenario Analytics QRD, FactSet

<

>

Live

Spacer

The Use of Alternative Data in the Current Climate

Presentation | November 5th | 12:00 p.m. EDT

LEARN MORE

Join FactSet for a discussion on the use of alternative data. We'll dive into evolving trends in the usage of alternative data across the Canadian investment industry, where alternative data can prove most useful in the current climate, and to what extent a firm’s ability to get the most out of alternative data depends on how quickly it has adopted data science programs.

<

>

Live

Spacer

Solving the ESG Challenge

Fireside Discussion | November 12th | 12:00 p.m. EDT

LEARN MORE

Despite the ongoing rise in ESG investments and attention given to the topic, investors are still plagued by several challenges, including finding the right data providers, evolving regulatory trends emerging in different parts of the world, and a lack of standardization. Join FactSet for a discussion about the ever-changing ESG landscape.

SPEAKER:
Lee Souter, CFA, VP, Analytics Specialist, FactSet

<

>

Live

Spacer

Accelerating Advisor Efficiency

Presentation | November 19th | 12:00 p.m. EDT

LEARN MORE

In 2020, we've witnessed an acceleration of wealth management trends that have been playing out over the recent years. Since the global pandemic, there is an enormous focus on improving client engagement by providing more personalized insights and data transparency than ever before. The challenge for wealth managers is to find the right balance between scaling the business while still maintaining a personal touch. Join our 30-min webcast session, Accelerating Advisor Efficiency, where Dan Vento, FactSet's Wealth Management Principal Product Manager, will uncover ways advisors can improve productivity, while still effectively understanding and managing their clients' needs.

SPEAKER:
Dan Vento, VP, Principal Product Manager- Wealth Management, FactSet

<

>

On-Demand

Spacer

Data Governance and Distribution: A Volume Game

Panel Discussion |
LEARN MORE

From asset data, company data, ESG data, alternative datasets and more, a data-intensive approach has become the new normal with practitioners recognizing the impact that more insight can have. But data overload can become a pain point when workflows around its governance and distribution are not secure. In this 30-minute webcast, hear our experts’ views on the challenges around data-(overload), cost and investment tradeoffs, solutions deployed to meet firm needs, and the value-add from a robust governance and distribution framework.

SPEAKERS:
Pat Reilly, CFA, Director of Analytics - Americas, FactSet
Wei Cai, CFA, CIPM, Director, PMAR & Institutional Analytics, CI Investments
Alexander Kuzmin, AD, Security Master & Pricing/Data Management, CI Investments

<

>

On-Demand

Spacer

Exploring Your Fixed Income Exposure

Fireside Discussion |
LEARN MORE

Join Pat Reilly and Lee Souter, FactSet to investigate the true exposure, risk, and return profile of the Canadian fixed income market. Better understand your portfolio’s issuer exposure and ESG profile. Measure drivers of performance and risk implications and discover quantitative techniques to optimize your positioning.

SPEAKERS:
Pat Reilly, CFA, Director of Analytics - Americas, FactSet
Lee Souter, VP, Analytics Specialist, FactSet

<

>

On-Demand

Spacer

Digital Wealth Part 1: The 5 C's for a New Decade of Wealth Management

Fireside Discussion |
LEARN MORE

If you haven’t already embraced digital technology, you are already behind as 2020 ushers in a new decade of wealth management. The global pandemic is acting as a catalyst for innovation, forcing businesses to explore and leverage the newest technologies to stay connected and advance. With everybody putting their foot on the gas when it comes to digital wealth, demonstrating your value as an advisor just became even more competitive. Join our experts as they dive into the 5 Cs of Wealth, advising the advisor on how to pivot their workflows for the new decade of wealth management.

SPEAKERS:
Michael Medvinsky, Director of Wealth Solutions - Americas, FactSet
Sebastian Dovey, Expert and Consultant to Wealth Management Industry

<

>

On-Demand

Spacer

Digital Wealth Part 2: Elevating the Client Experience Through APIs

Panel Discussion |
LEARN MORE

What do APIs and Lego have in common? The sky’s the limit with what you can build with them! Both enable you to combine their blocks in creative and endless ways, boosting your engagement, experience and overall satisfaction. Isn’t that what you want for your clients? Be inspired by this 30-minute discussion as we look at the power of APIs for elevating the client experience. Hear how these building blocks unlock potential for better usability, customization and innovation offering clients insight into their wealth where and how they want it. If you liked Lego as a kid, you will love APIs as a financial professional!

SPEAKERS:
Andrew Amon, Director, Digital Solutions - Americas, FactSet
George Wang, Senior Director of Product Development and API Strategy, FactSet
Justin M. Deardorff, Digital Product Strategy
Gwen Jorgens, Director, Client Digital Experience

<

>