How to optimise your Equity portfolio through technology | Bloomberg Professional Services
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Webinar

How to Optimise Your Equity Portfolio Through Technology

On Demand
Duration: 36 Minutes
Original Date: March 31, 2021
For many buy-side firms, managing their technology stack is expensive and time-consuming. In this series, we will look to simplify workflows by highlighting best-practices for a particular asset class across our suite of Bloomberg Buy-Side Solutions. This series is oriented to Bloomberg clients who want to know more about 1 or more solutions in detail and how they can help be more efficient. In this webinar, we will focus on equity workflows across portfolio & execution management and why having an end-to-end technology solution can help with compliance and trade automation. Join the webinar to learn:
  • How to optimise your equity portfolio
  • How Order generation and compliance
  • What’s execution and post trade automation and how to use it to your advantage
  • What to look for in the post-execution portfolio review




Continuing professional development approved virtual event 

Speakers

Yuriko Obayashi

Account Manager

Bloomberg L.P.

Yuriko is an account manager covering the relationships of Tier 1 Swiss London Buyside accounts. Prior to the role, Yuriko worked in the Portfolio & Index team supporting clients with their portfolio and index analytics. She has a degree in Philosophy, Politics and Economy from the Keio University in Japan.

Megan Watson

EMEA Trade Desk

BLOOMBERG/ LONDON

Megan is a application specialist within the AIM team, covering the EMEA region. Her area of focus is Position Management and Compliance across the multi-asset platform. She has been with Bloomberg since 2019 prior to which she obtained a Masters degree in International Business from the University of Bath.

Sebastian Alejandro Osorio

AIM Account Manager

Mr

Sebastian Pena is an AIM Account Manager, covering Iberia. His area of focus & expertise include portfolio Management and Trading for cross asset solutions. Sebastian has been with Bloomberg since september 2015, prior to which he used to be a Senior Consultant with different institutions across the globe. He has a Masters degree in Finance from the Grenoble Graduate School of Business (GGSB) in France.

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