FACTSET | Future of Wealth: Where Technology Meets Investment Strategy
Workshop Stream One
2025-03-11 | 10:30 AM - 11:00 AM | Belgiorno (upstairs)
Synopsis
Chris Robertson, Senior Portfolio Manager, Lonsec and Sophie Thomas, Sales Director, FactSet will discuss real-life challenges and solutions in implementing total portfolio analysis.
The workshop will highlight practical examples from Lonsec's process, offering tips, insights and best practices for enhancing multi-asset class portfolio analytics with a focus on end-user needs.
