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Financial Analytics at the Speed of Thought

A Spotfire Hands-on Solution Series with Brian O'Keefe

In this Spotfire Solution Series, Brian O'Keefe will be presenting a succession of topics that will change the way you analyze financial information.

OnDemand Webcasts:

Topic: Too many icons on your desktop?
Integrate your investment data & decision-making applications!		 View Now
Date & Time: Tuesday, October 16, 2007
Time: 10:30 am Eastern Standard Time (GMT -05:00, New York)
4:30 pm Europe Standard Time (GMT +01:00, Paris)
7:30 am Pacific Standard Time (GMT -08:00, San Francisco)
Is integration an investment constraint?

•Is disparate data giving you distorted portfolio views?
•Tired of waiting in the IT Queue for critical information?
•Always relying on other people to deliver essential data or analytics?
•Can you perform financial analytics at the 'speed of thought'?

In today's digital age, investment firms, or any firm for that matter, are collecting, storing and disseminating data at a rate that is far greater than their ability to analyze it. Portfolio data, fundamental data, market data, trade cost data, broker recommendations, analysts’ forecasts, are just some of the disparate data sources that are collected by investment firms on a daily basis. To handle this monster supply of data, IT organizations have accumulated and installed various applications that can handle each piece of data. The installation of non-integrated applications in a ‘silo’ approach, has led to a plethora of icons on each investment professional’s PC desktop. Each icon represents a gateway to another program that has its own user ID, password, user guide, methodology, and a myriad of menus to navigate. Analyzing data is not a fundamental problem; rather it is a structural problem. Latency, bandwidth, and non-integration of decision making applications are to blame for bad data analytics, and these are all ‘upstream’ structural issues that lead to ‘downstream’ business shortfalls. Portfolio managers, analysts, strategists never complain that they don’t have enough data; however they often complain that their data is outdated, not easily retrievable, and extremely difficult to analyze.

Join us for a brief web-cast that will change the way you analyze financial information. Arm yourself to beat the benchmark, increase returns and compete on analytics. This web-cast is designed for financial services professionals in the following areas:

•Portfolio Management
•Compliance
•Risk
•Client Service
•Research
•Portfolio Engineering
Topic: Know your Portfolio – Attribution View Now
Date & Time: Thursday, May 10, 2007
Time: 10:30 am Eastern Standard Time (GMT -05:00, New York)
4:30 pm Europe Standard Time (GMT +01:00, Paris)
7:30 am Pacific Standard Time (GMT -08:00, San Francisco)
Are you in the first-quartile?
  • Trouble getting the investment information you need to get out of the basement?
  • Tired of waiting in the IT Queue for critical portfolio information?
  • Need an edge against your peer universe or benchmark?
  • Can you perform visual interactive analytics on your portfolio at the ‘speed of thought'?
Having a deep knowledge a portfolio is the basic tenet of the ‘prudent man' rule which is the underlying principal that investment advisors are guided by. Investment managers can monitor and drill into the key areas of their portfolio and have a better understanding of the risks and attributes that are driving performance. This webcast is designed for the following investment professionals:
  • Compliance & Risk Managers
  • Client Service Professionals
  • Portfolio Engineers
  • Portfolio Management
  • CIOs
  • Investment Operations Managers
Topic: Investment Process View Now
Date & Time: Tuesday, April 10, 2007
Time: 10:30 am Eastern Standard Time (GMT -05:00, New York)
4:30 pm Europe Standard Time (GMT +01:00, Paris)
7:30 am Pacific Standard Time (GMT -08:00, San Francisco)
Why can't all my investment professionals play in the same sandbox?
  • Trouble getting investment professionals to capture and share best practices?
  • Shouldn't analytics be structured around data and not the opposite?
  • Fundamental, Quantitative Analytics; Internal, External Research; Holdings, etc; in one app? Really?
  • Getting low ROIs from data management and storage strategies?
  • Need to get more visual and don't know how?
Spotfire's visual data analysis applications, offer an interactive, visual approach to data analysis that empowers the enterprise to quickly and easily see trends, patterns, outliers and unanticipated relationships in data. Asset management firms are overwhelmed with data from many sources, Spotfire business analytics platform puts it all before your eyes with intuitive tools to view, manipulate and interact with that data and quickly see the information inside it. This webcast is designed for the following investment professionals:
  • CEOs
  • CTOs
  • CIOs
  • COOs
  • Investment Operations Managers
Topic: Asset Management Analytics Library (AMAL) View Now
Date & Time: Thursday, March 8, 2007
Time: 10:30 am Eastern Standard Time (GMT -05:00, New York)
4:30 pm Europe Standard Time (GMT +01:00, Paris)
7:30 am Pacific Standard Time (GMT -08:00, San Francisco)
Are my investment applications an investment constraint?
  • Unhappy with 1 to 2 dimensional reports that don't deliver enough insights about your portfolio?
  • Leaving too many voice mails to IT for another aggregation or report of our portfolio data?
  • Frustrated by narrowly focused investment applications that don't match you investment process?
  • Can you perform visual interactive analytics on your portfolio at the 'speed of thought'?
The Spotfire Asset Management Analytics Library contains templates and tools that have been designed by Spotfire to help Asset Managers improve their investment processes. When implemented across the enterprise, this library of tools and templates can help significantly jumpstart the adoption of visual interactive analysis and lead to higher levels of collaboration. By encouraging the entire workforce to collaborate with peers on projects and analysis higher levels of productivity are achieved in a rapid yet controlled manner. This webcast is designed for the following investment professionals:
  • Portfolio Management
  • CIOs
  • Investment Operations Managers
  • Compliance & Risk Managers
  • Traders
  • Client Service Professionals
  • Research Analysts
  • Portfolio Engineers
About Brian O’Keefe

Brian O'Keefe has 19 years experience in financial markets.

His experience has reached across proprietary trading at banks; to investment management firms; and to financial software firms. More specifically, Mr. O'Keefe has traded foreign currencies, futures, bonds, equities and derivatives and managed an institutional portfolio at a leading US mutual fund company, Putnam Investments.

On the software front, Mr. O'Keefe was director of sales at a leading alternative trading system (ATS) company, and sales director at a direct market access (DMA) electronic broker.

Mr. O'Keefe has been quoted in various financial publications including Waters Magazine and Pensions and Investments on how technology increases operational efficiencies for buy-side managers.

Spotfire's interactive information visualization and analytic solutions give users a remarkable experience for quickly and easily querying data and reporting results for superior business intelligence. From portfolio management and customer retention programs to key processes such as CRM, marketing, research, bioinformatics, yield and asset management and design for manufacturing, enterprises around the world rely on Spotfire's business analytics software to improve operational performance.

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