Beat the Benchmark – New Equity Template in PORT
What you'll learn:
1. Compare portfolio quality vs. your benchmark
Analyze fundamentals and forward estimates to assess portfolio quality.
2. Spot stale positions
Identify outdated or underperforming holdings in your portfolio.
3. Screen the benchmark for missed opportunities
"Keep your friends close and your enemies closer". Quickly scan for missed opportunities and attractively valued companies.
4. Uncover hidden risk exposures
Use factor and risk attribution to reveal unintended exposures.
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.