Looking Beyond the Label: Uncovering Funds’ Risks with Data and Analytics
Monitoring and managing risk in your investments is more important than ever. Learn from our experts on how clients can use holding-based fields to monitor risks for Fixed-Income Funds & ETFs for a variety of indicators. See how you can combine datasets to view Fund-to-Fund comparison for metrics such as liquidity profile, credit profile, and liquidity horizon. Historical data allows time series comparisons as well, giving insight into past performance.
Speakers
Irma Bribiesca
Funds Data Product Manager
Bloomberg
Irma oversees product development for Bloomberg's Enterprise Fund & ETF Data solutions and Enterprise Private Markets. She joined Bloomberg's Enterprise Data business in 2022 after 15+ years of experience on both sell side and buy side. She has a diverse experience across different Fund structures with particular interest in ETFs and Alternatives. Her latest role was as Head of ETFs for Aegon NV / Transamerica Asset Management where she ran teams that successfully launched multi-asset ETFs using risk managed strategies amongst others. Prior to that, she worked at BlackRock, Inc. where she held global roles across capital markets, business development, and product. She started her career as a derivatives trader and structurer at Deutsche Bank. Irma holds an MBA from the Simon School of Business at the University of Rochester, a Bachelor of Science in Accounting and Bachelor of Arts in Economics from ITAM. She holds the LEAD certificate in Executive Leadership from Stanford Graduate School of Business. She is a Series 7 & 63 holder. Other Industry certifications include CIMA, CAIA, RMA, CBDA, CETF.
Zane Van Dusen
Global Head of Risk & Investment Analytics Products
Bloomberg
Zane Van Dusen is the Global Head of Risk & Investment Analytics Products at Bloomberg. Zane began this role in 2019 and under his leadership, the group has become one of the industry's top data analytics providers, supplying innovative risk metrics, such as Bloomberg's award-winning Liquidity Assessment solution (LQA), based on Bloomberg's vast database of market data. Zane works with quants and engineers to build data-driven analytics that address a wide range of client needs from investment research to portfolio construction to regulatory reporting. Prior to this role, Zane managed the implementation of risk management, stress testing and reporting systems for Credit Suisse's Treasury and Liquidity Risk Management groups for over a decade. Prior to this role, Zane managed the implementation of risk management, stress testing and reporting systems for Credit Suisse's Treasury and Liquidity Risk Management groups for over a decade.