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Data-Driven Investment Strategies: Portfolio Scenario Analysis for Strategic Leaders

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Data-Driven Investment Strategies: Portfolio Scenario Analysis for Strategic Leaders

Data-Driven Investment Strategies: Portfolio Scenario Analysis for Strategic Leaders
Manual processes and fragmented data are causing missed opportunities and subpar investment returns across your portfolios. It’s time to transform your investment decision-making by adopting proven techniques for data-driven analysis and scenario planning that leading organizations rely on to maximize ROI.

During this webinar, attendees will learn how to:
  • Establish a consistent framework for evaluating investments with a single source of truth
  • Increase decision agility through real-time data integration and "what-if" scenario planning
  • Identify hidden risks and opportunities in your investment strategy
  • Balance short-term returns with long-term objectives
Manual processes and fragmented data are causing missed opportunities and subpar investment returns across your portfolios. It’s time to transform your investment decision-making by adopting proven techniques for data-driven analysis and scenario planning that leading organizations rely on to maximize ROI.

During this webinar, attendees will learn how to:
  • Establish a consistent framework for evaluating investments with a single source of truth
  • Increase decision agility through real-time data integration and "what-if" scenario planning
  • Identify hidden risks and opportunities in your investment strategy
  • Balance short-term returns with long-term objectives

  • Date

    Wednesday, May 7th

  • Time

    12:00pm CT

  • Location

    Online

  • Duration

    45 min plus live Q&A

Reserve Your Spot

Meet our speakers

  • Dan Smith

    VP, Product Management, Planview

    Dan Smith is the Product Manager for Advisor at Planview, Inc. He has spent over two decades focused on strategic portfolio management, helping customers get the most from their investments. Dan holds a graduate certificate in engineering management from the University of Cambridge, an MBA from Santa Clara University, and a BSE in mechanical engineering from the University of Pennsylvania. He believes a company runs on its collective stomach and in his spare time plots reasons to bring cake into the office.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.