Peter Feighan

As asset owners and managers constantly focus on scale, legacy processes can be a barrier to speed and control. This session explores how automation improves operational workflows to gain more efficiency across the entire investment lifecycle and how AI is beginning to be applied within the investment process.

• Including automation to help streamline and organize reconciliation workflows

Research Based Portfolio Management

• Using research management capabilities to helps drive portfolio manager, compliance, and trading activity
• Incorporating AI into the day to day life of Portfolio Manager.

• Reducing human intervention for high volume, liquid, and routine orders.
• Automatically handling life cycle events for activities that were once manual.

• Automated downstream communication to CTM, SWIFT, and third-party systems.