A surge in investor curiosity in different information, notably ESG information, is a brand new problem and alternative
Challenged by stress on margins, growing regulation, the shift from energetic to passive funding, the expansion of sustainable investing, and, most lately, the influence of the coronavirus pandemic, buy-side corporations are accelerating operational change and digital transformation. There’s a must ship information and analytics platforms that may improve effectivity, scale back prices and mitigate danger whereas remaining agile and open to new enterprise alternatives.
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Purchase-side corporations are driving operational change and digital transformation to enhance efficiency.
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Portfolio managers are in search of information options to higher combine ESG information into their funding practices.
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Rising numbers of analysis professionals with coding expertise require Python and API expertise with a purpose to present quick entry to information.
The Covid-19 pandemic added to the stress on expertise and sources as corporations relocated workers from places of work to work-from-home environments.
A surge in investor curiosity in different information, notably ESG information, can be a brand new problem and alternative, main asset managers to evolve their processes and search for new analytics options that combine ESG and different information and allow flexibility of entry for his or her customers.
A New Operational Strategy
Purchase-side corporations are acknowledging the worth of single open structure platforms that join workflows between sell-side analysts, buy-side analysts, and portfolio managers, offering a extra seamless analysis and funding decision-making course of.
Information high quality, consistency, and well timed entry, in addition to intuitive interfaces, are important to profitable transformation, together with machine studying and Synthetic Intelligence (AI) instruments and strategies that energy refined searches and permit asset managers to construct distinctive portfolios and enhance efficiency.
A Single-Platform Answer
Refinitiv has collaborated with prospects to develop workspace for analysts and portfolio managers, an AI-based platform providing quick entry to required Refinitiv content material. The platform aggregates {industry} information delivers proprietary analytics and automates important analysis and portfolio administration workflows.
It offers constant information throughout purposes to underpin analysis and evaluation. Workspace takes the breadth of wealthy content material distinctive to Refinitiv and serves it up in an easy-to-use interface that permits market monitoring, thought technology, monetary modelling, portfolio analytics and collaboration throughout communities.
The online-based design of workspace for analysts and portfolio managers means it has a light-weight footprint, is very performant and helps navigation between purposes in a browser-style window, making it extremely intuitive and customisable, permitting customers to arrange their very own homepage and bookmark favorite purposes.
The AI engine responds to person behaviour, surfacing instruments and search outcomes most pertinent to the person. Together with a robust search instrument, offering entry to Refinitiv content material and insights, and Excel add-in capabilities permitting for detailed modelling, Refinitiv CodeBook offers analysts and portfolio managers the flexibility to code and create customized analytics utilizing Python and APIs within the Refinitiv Information Platform.
Onboarding Strategic Companions
Refinitiv has onboarded key strategic companions to assist Refinitiv Workspace workflow purposes. These embrace MSCI Danger Metrics and Barra to assist portfolio analytics, MarketPsych ESG Analytics for sentiment evaluation, and BattleFin for different information. And on prime of this, Refinitiv is likely one of the world’s largest platforms for third-party analysis, indices, and information.
The workspace additionally integrates seamlessly with industry-leading Refinitiv information units corresponding to Datastream, StarMine, ESG, I/B/E/S, firm fundamentals, real-time analysis, and Reuters Information.
The preliminary launch of workspace for analysts and portfolio managers helps equity-based analysis and portfolio administration. Refinitiv will quickly add extra multi-asset capabilities.
DISCLAIMER: That is an advertorial and Outlook Cash doesn’t essentially subscribe to the views expressed on this article. Outlook Cash shall not be accountable for any injury brought about to any particular person/organisation straight or not directly.
