As the CFA Institute and CFA members investigate disruptive factors in the financial markets, we look to inform discussions and provide access to data required in the efforts to stay ahead of these challenges.
At Refinitiv we are dedicated to providing the financial industry with the data, tools and analytics required to find alpha and manage risk.
Perm ID:
While most identifier schemas span subsets of entity types or categories, PermID provides comprehensive identification across a wide variety of entity types, including organizations, instruments, funds, issuers, and people. And, unlike stock tickers and other such symbols, PermID never changes.
Portfolio Management Competition:
Congratulations to the winner of our Portfolio Management competition that took place on Tuesday 14th – Alexander Estrin! Alexander was the eventual winner with a portfolio of Oil & Gas, Technology, BP PLC and Royal Dutch Shell which lead to a performance of 4.20% growth over the day.
Arrange a follow up:
Looking to talk to us following the event – arrange some time with the Refinitiv team here >
Whether you are an active manager, quant specialist or looking to revolutionize your investment team, Refinitiv has a number of data options and tools which support your needs.
With active asset managers under pressure from the popularity of passive funds and the squeeze on fees, finding alpha is hard. From fundamentals data and ESG scoring, to BRI mapping, our data and technology will help you meet investment mandates and differentiate your funds. We offer the industry’s most comprehensive market data, including real-time and historical going back 60+ years from Datastream.
When you’ve hit on a new idea for a quant strategy, you need to robustly back-test and analyze it before you take it on to production. Our wide spectrum of content and our powerful data management platform give you new ways to view and analyze data to help you create winning models – whether you’re predicting market movements or assessing risk.
The speed of change across the buy-side is unprecedented. Refinitiv helps you move beyond it. Our Refinitiv Labs teams collaborate with customers to solve big problems and rapidly prototype and validate solutions using data science and lean techniques. Our San Francisco lab has a specialty in building quantitative models and next generation technologies for the buy-side, including the development of our StarMine models.