Webinar: Data sourcing: acquisition, cleansing and aggregation by Fund Business

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About This Webinar

This panel will discuss how different investment managers source market data and make it available across their business. What are different ways in which firms are managing data acquisition, reducing friction in workflows and maximising user insights and experience?

What quality control measures are in place to efficiently validate data sources from third party data providers and minimise the risk of errors in data forms? What are the warehousing, cloud arrangements and technologies that investment managers are putting in place to facilitate data sharing and integration and what are the practical implementation considerations?

Sunny Feng

Regional Lead APAC - Reformis

Sunny joined Reformis North America in 2017, consulting under the data management practice. In 2021, Sunny relocated to Sydney, Australia and assumed the role of APAC regional lead as a result of Reformis’ long term strategy for global expansion.

Prior to joining Reformis, Sunny oversaw an investment data management team for a large asset manager, with the implementation of a new data program as one of his deliverables.

Sandra Booth

Director, Data Capability - IFM Investors

Sandra is director, data capability at IFM Investors. She has over 20 years’ experience in the banking and financial sector in Australia and Ireland.

Previous roles included investment data services capability developer at IFM Investors and prior to this, fifteen years in client and middle office roles within the asset servicing division of National Australia Bank.

She has also worked extensively with the Alannah & Madeline Foundation, a national charity protecting children from violence.

Brian Lyons

Director of Enterprise Data and Business Architecture - Eastspring Investments

Brian Lyons is head of enterprise data management and business architecture at Eastspring Investments. He has over 20 years’ experience delivering change and transformation within asset management firms, working in the US, Europe and Asia.

Brian created the enterprise architecture for Eastspring Investments’ operating model and currently runs the enterprise data management function. He is currently designing the next generation enterprise data management strategy for Eastspring, focusing on maximising the value of data within the organisation.

Stephen Bappert

Vice President, Content and Technology Solutions - FactSet

Mr. Stephen Bappert manages FactSet’s off-platform solutions sales, including data feeds, cloud environments, and APIs within the Pacific Region. In this role, he solves data and technology needs for asset owners, asset managers, and global banks.

Prior to relocating to Sydney, Australia three years ago, he worked in FactSet’s Chicago office as a content specialist within FactSet’s Strategic Partnerships and Alliances team focusing on the redistribution of FactSet Fundamentals & Estimates.