Understanding the Competition: How to Confirm, Compare and Contextualize Your Funds
Understand how your portfolio is positioned relative to peers so that you can differentiate from the competition and raise assets. In this webinar you will learn about which strategies are outperforming and attracting assets, how securities and funds are positioned to capitalize on trends, and how to communicate takeaways across your organization and clients.
It will be appropriate for:
- Portfolio managers making decisions about what to include in their portfolio
- Product management, sales, and distribution making comparisons with competitors
- Portfolio oversight to detect style drift in your fund, or competitors
Speakers
Adam Lynne, CFA
Product Manager for Style Analysis
Bloomberg
Adam has worked at Bloomberg LP since 2012 and has been a Product Manager since 2019. Prior to joining the Product department, Adam worked with buyside customers focused on equity and fund investments, portfolio construction, risk analysis, as a buyside workflow specialist.