Industry Panel: Achieving a total portfolio view in performance analytics

Join Ed Kuczma from SimCorp, as he speaks with Daragh Pollard from Dimensional Community, Jonathan Boersma from Meradia and Lars-Ole Hansen of SimCorp, as they explore the evolution of performance measurement and analytics across public and private assets.

The panel examines how investment managers can move beyond traditional Strategic Asset Allocation (SAA) models to deliver comprehensive total Portfolio views that serve the entire organization, from the board to portfolio managers.

The video includes demos of SimCorp’s Investment Analytics Platform led by Lars-Ole Hansen and a panel discussion covering:

• Key performance analytics challenges facing investment managers
• Supporting multiple personas with flexible, role-based analytics
• Evolving from SAA models to total portfolio view solutions
• Data quality, governance, and auditability in performance measurement
• AI and machine learning applications in performance analytics