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Zacks New Style Analysis Software
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Zacks New Style Analysis Software

 Export to Your Calendar 10/3/2019
When: Thursday October 3, 2019
2:00 PM ET
Where: Zoom Information Sent Upon Registration
United States
Contact: Jennifer Litchfield

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Zacks New Style Analysis Software

October 3, 2019 at 2:00 ET

 

Take this opportunity to see Zacks demonstrate their new, exciting solution geared towards portfolio managers and advisors who are looking for a more comprehensive holdings-based portfolio analysis providing practical Style and Structure insights to their portfolios.

 

Understand how to increase communication with your clients by presenting a more understandable view of their portfolio to help explain their investment process over time. 

 

Don OHara will be presenting. Don is a Product Developer of Style Analysis at Zacks Investment Research, has worked successfully with asset managers, plan sponsor CIOs, and consultants for 30 years. 

 

Prior to Zacks, he worked with asset managers, investment consultants, and plan sponsors at Style Research in Boston for 14 years providing clients with portfolio Style and Risk Analysis interpretations and guidance.

 

Before Style Research, Mr. OHara was an investment consultant at Zacks for 9 years and was responsible for training institutional asset managers in portfolio analytics, portfolio construction, and developing quantitative models. 

 

Mr. OHara began his investment career as Quantitative Technologist at Batterymarch Financial in Boston and for 10 years managed the equity research platform and portfolio construction platform.

 

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