This panel will discuss the data and technology journeys of a number of funds and asset managers that have made the transition to a more complete portfolio view, bringing together both public and private data to provide a more holistic perspective of exposures. How are data management frameworks set up to provide good quality, single source data? How are reporting infrastructures integrated into the investment process and how are they managing and valuing private data sets in a timely manner?
Peta Stevenson
Manager, Investment Data and Analytics - Cbus
Peta leads a variety of projects focused on the management and use of investment data within the Cbus investments team. Projects delivered include the implementation of an operational data store and data warehouse, upgrading the modelling and reporting data infrastructure, re-building and automating the delivery of regular risk and performance reporting via PowerBI.
Binh Le
Senior Analyst, Total Portfolio Management - AustralianSuper
Binh is a senior analyst in the total portfolio management team at AustralianSuper. He is responsible for a platform of tools for portfolio management and analysis that enables a “one portfolio view” to support better investment decisions.
He joined AustralianSuper in 2019 after a career in quantitative analysis at various buy-side and sell-side firms in Australia and overseas. He holds a master’s degree in Computational Finance from Carnegie Mellon University in the US with an honours undergraduate degree in Computer Science from Melbourne University.
Andrew Prolov
Independent Financial Technology Advisor
Andrew has over 15 years of experience in the finance industry, across banking and asset management sectors, leveraging his technology expertise to help companies solve large, complex problems. Most recently he guided AustralianSuper’s journey to achieve a total portfolio view of the fund, and through this process, deployed a cloud-based business intelligence solution with a data warehouse consolidating information from numerous silos across the business.
Simon Martin
Director, Solutions - IHS Markit
Simon assists customers with IHS Markit’s portfolio and data management solutions. He has a lengthy career spanning 23 years within global banking and technology groups, and has previously worked at organisations such as HSBC, JP Morgan, Northern Trust and Merrill Lynch.