Module

The essentials applied to the sector

Core data concepts applied directly to asset management decisions, performance, clients, and regulation.

4 lessons • 600 XP available

Lessons

1
Mapping the market and portfolio data stack

Map the market and portfolio data stack across the investment workflow.

+150 XP
2
Building defensible performance attribution

Build performance attribution you can defend to clients and auditors.

+150 XP
3
Turning client data into flows and retention

Turn client data into insight on flows and retention.

+150 XP
4
Governing investment data under regulation

Govern investment data to meet regulatory requirements.

+150 XP