Sara B. Potter, CFA, CBEinFactSetMaximizing the Value of Your CRM PlatformThis spring, FactSet hosted a roundtable for investment professionals to discuss the changing role of customer relationship management…Aug 31, 2021Aug 31, 2021
Sara B. Potter, CFA, CBEinFactSetKey Elements of a Good Developer ExperienceWith the (somewhat) recent push for “open and flexible” technology being bolstered by the proliferation of APIs, it’s no surprise that…Aug 31, 2021Aug 31, 2021
Sara B. Potter, CFA, CBEinFactSetThematic Indexing 2.0: A Systematic Approach to Finding Relatedness in MarketsI use Google search every day for work and leisure, and it rarely disappoints. The algorithm powering this search engine is amazingly…Aug 27, 2021Aug 27, 2021
Sara B. Potter, CFA, CBEinFactSetFive Lessons on Machine Learning-Based Investment StrategiesSome have argued that financial markets are a poor choice for the application of Machine Learning (ML). These articles have focused on the…Aug 26, 20211Aug 26, 20211
Sara B. Potter, CFA, CBEinFactSetEmpowering Traders with TechnologyFactSet’s Rob Watts recently spoke with The TRADE about the impact of the latest technologies and trends on institutional traders.Aug 2, 2021Aug 2, 2021
