Beat the Benchmark – New Equity Template in PORT
Topics covered:
1. View aggregated Portfolio Fundamentals/Estimates and compare Portfolio quality vs the Benchmark.
2. Identify the "stale" companies in your Portfolio(s).
3. "Keep your friends close and your enemies closer", screen the Benchmark quickly to spot missed opportunities and to scan for good businesses at reasonable valuations today.
4. Analyse your Portfolio's hidden ex-ante risk exposures (risk and factor based attribution).
Speakers
Ani Bindal, CFA
Multi-Asset Portfolio Analytics and Risk Specialist
Bloomberg
Ani is a Multi-Asset Portfolio Analytics and Risk specialist at Bloomberg helping buy-side investors extract clear and valuable insights for their portfolios with Bloomberg's buy-side product suite. He previously did a similar role at FactSet and has worked with London and Nordic buy-side clients for 6 years across both companies.
Adam Cohen
Market Specialist, Buy-side Equities, EMEA
Bloomberg
Adam serves as Market Specialist, responsible for buy-side equities in EMEA, focusing mostly on Equity PMs, Analysts, Private Bankers and Wealth Managers. His role encompasses building strong client relationships, keeping them abreast of relevant new product launches whilst serving as the clients' advocate internally by aligning new product development to their workflow needs. Adam brings over thirty years of market experience across both the buy-side and sell-side in London and New York.