Introduction for Investment Managers

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In a dynamic and fast-moving market, investment managers must rely upon timely and accurate information to make informed decisions. Analysts can evaluate potential new investments or track the performance of a portfolio of companies with ease using market data and deep sector analytics. In this training, attendees will learn how to:

Save time performing due diligence with presentation-ready company profiles that include ownership details, M&A history, and capital structure
Stay on top of company developments, filings or industry-wide trends
Use price targets and estimates to identify banks with strong upsides
Track portfolio changes at leading bank-focused investment funds using 13F filings

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