Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming

Modernizing Investment Research: The Infrastructure to Make It All Work

October 27, 2020 | 12:00 PM - 1:00 PM

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Cvent Transition Guide

A Modernizing Investment Research Series Event

Session Overview

The right infrastructure is vital to a firm’s ability to make the leap toward a more modern approach to investment research.

Together, we examine:

  • What infrastructure do you need to implement a modern investment research process?
  • What options are there for platforms and tools? Are they different for large vs. small firms?
  • When to build versus when to buy.
  • Whether adoption can be a piecemeal process, or demand an all-in approach.
  • What tends to be built, e.g., alpha models, niche data acquisition, risk models.
  • What tends to be bought, e.g., risk models, optimizers, certain datatypes.

Series Description

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research.

The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

The series kicks off by examining the incorporation of alternative data (Session One), followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor.

Fundamental managers interested in embracing quantitative techniques, alternative data, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes, large and small firms, long and short-term investment horizons—as well as long-only and long-short mandates.



Lilian Quah, CFA, Portfolio Manager,  Head of Quantitative Research, Epoch Investment Partners, Inc.



Jessica Stauth, Ph. D., Managing Director, Fidelity Labs


Andrew Chin, Chief Risk Officer, Head of Quantitative Research, AllianceBernstein

Chris Petrescu, Founder, CP Capital

Tom Taylor, Head of Alpha Technology, Partner, Man Numeric

12:45 PM | Q&A


Lilian Quah, CFA, Portfolio Manager,  Head of Quantitative Research, Epoch Investment Partners, Inc.

Additional Details

Learning Outcomes

  • Understanding of the tools available to enable adoption
  • How to identify, select or develop new, advanced technologies
  • Best practices for continuously evaluating options