Overview

Grappling with an overload of research data? Have you considered centralizing research data to facilitate idea generation, foster collaboration, and significantly enhance the productivity of your in-house investment research teams?

As you can imagine, the benefits are multifold. However, implementing such an initiative and driving adoption poses significant challenges to asset managers globally.

In this webinar, our experts will share their insights on how to successfully enable research teams at global investment banks and asset managers. We will also share best practices on how you could successfully centralize research data and lead a change program within your organization.

Key Takeaways

• Why initiatives to centralize research data fail?

• Implementation pitfalls

• Defining and measuring success

• Best practices to design a dataset customized to your research process

• Success stories - How your peers did it successfully

Speaker Profile

Raline Sexton

Associate Director, Business Development

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Mohit Mittal

Associate Director, Investment Research

Mohit Mittal has 10 years of experience in research and advisory, financial modeling, business planning, team management and training. During his eight-year tenure at Acuity Knowledge Partners, Mohit has handled various positions of responsibility and leadership, including managing the Investment Research business for MAKS China. He contributes to the company’s automation initiative – Business Excellence and Automation Tools – and currently manages several client delivery teams, in addition to setting up new teams/projects.

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