Navigate Market volatility with Proactive Data Management

Proactive Data Management enables us to identify areas of the market that offer the greatest opportunities for your investment. The investment research team covers several specializations to ensure that you have access to a wide range of resources that meet your exact needs.

 

As a leading financial market data provider, Refinitiv is an indispensable partner for corporate treasurers. We serve more than 40,000 institutions across 190 countries and provide advanced data and technology to help corporate treasury teams make critical decisions with confidence. Our Corporate Treasury Solutions provide accurate and relevant data, tools and analysis access, drive your end-to-end workflow and ensure seamless integration into your entire treasury management ecosystem.

Refinitiv has a global view of risk, credit, and economic data that enables Treasury teams to promote stability and manage global and interconnected nature of today's risks. In this interview, we take a look at how Refinitiv Treasury users are using Refinitive Data and Apps to stay agile and proactive in one of the most volatile years ever. Call 513-407-5430 today to learn how we can help you manage market cycles.

Rebalancing is the process of rebalancing the weighting of portfolio holdings when the development of market segments diverges over time. Similarly, when we look at the drivers of recent market volatility (e.g. Revaluation, interest rate expectations, fear of tariff-induced inflation), we believe that the adjustments we have made to our strategic allocation framework over the last 17 months have positioned us so well that further adjustments are not warranted.

In our case we are confident advising our clients to keep on a track as we have made the necessary adjustments to our investment model over the last 17 months and have a proven process for managing a client portfolio in periods of increased volatility. Portfolios managed in this way are unable to adapt to changing market conditions.

In the meantime, do not hesitate to contact your planning team with any questions. The analysis team must be prepared to make necessary corrections, including debugging of the model, the application of new modelling techniques and the inclusion of new data sources such as the industrial companies mentioned above.

In the long term, organizations need to develop their data strategies to accommodate both internal and external data. It is crucial to establish the ability to disseminate data within the organization and tailor visibility to specific roles. Data needs to be used at all levels of the team and across companies, which is crucial to empowering more people to make better decisions and deliver more value.

Proactive data management provides organizations with a single view of accurate, consistent and trustworthy real-time data that can be used to address operational and strategic challenges. Investments in modern data management technologies offer companies superior opportunities to achieve consistent, accurate and consistent real-time, trusted data on demand. Leading organizations that take a proactive approach to data management are opening up new opportunities to maintain stability in such unpredictable times.

It is likely that we will see more volatility as we recover from the effects of the pandemic, but financial organizations can benefit from greater resilience and demonstrate it with greater stability by using advanced data management and analytical capabilities. Industrial landlords who understand the power of technology and data and how to use it to their advantage will be better positioned to manage the current market volatility and capture maximum tenant demand, regardless of what the future holds.

Data must be available at all levels of the organization, including teams, directors and vice-chairs, and dashboards and reports should be tailored to individuals at specific levels, roles and permissions. There are trade-offs and decisions that must be made, such as the choice between the number of features and the speed at which market managers can use data to make better decisions. Providing the right data at the right decision-making level can improve decision-making and move organizations forward.

With precise and timely data, teams can bridge the gap between an annual top-level strategy and a two-week sprint. As the effects of COVID-19 are felt, arming yourself with data knowledge becomes even more powerful for understanding the impact of the pandemic on your business in real time. With enough headroom, processing capacity and systems to respond to unexpected volatility, there is a place for companies to take a step back and be proactive in data management.

To cope with the unpredictability of volatile energy markets, the need for budgetary security and increasing pressure to address environmental impacts, energy companies are investing in data and analytics technologies, according to MIT programs offered to end users by utilities like Constellation, to help customers manage energy costs and find areas to cut costs. For customers looking for more advanced data, the Pear.ai platform provides companies with cost of supply management, centralized, streamlined access to their supply data and meaningful analytics.

By analyzing this data set in conjunction with a retail organization's internal workforce data and employee segments, regional managers can predict when they need to adjust their workforce plans - for example, by hiring or moving employees or by introducing emergency measures such as reducing store opening hours. We believe that an active global approach to portfolio management can help seize investment opportunities around the world. As private assetmanagers, we monitor financial, political and economic data to influence markets worldwide.

Indeed, supply chain experts have mapped the data requirements and identified the importance of sourcing sales and production data for the automotive industry, leading automotive data providers to learn how marketing can capture and use this data.