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CFASO Webinar - Reinventing stock picking with advanced research and decision analytics
The use of technology in investing used to be a bit like chess—a binary choice between a human or a computer. Asset owners were forced to choose between quants on one side and fundamental analysts on the other. The landscape today—in both chess and investing—has changed. Rather than pitting humans versus machines, bleeding edge performance requires harnessing the unique strengths of both. Investment managers who fail to embrace these changes risk being left behind.

In this presentation, we provide a fundamental stockpicker’s perspective on how the latest technologies can be leveraged at two critical points in the investment process: research and decision analytics. In conducting research, analysts can use alternative datasets and advanced analytics, including machine-learning techniques, to develop a stronger thesis on an individual stock. These same tools are now being used to support deeper analysis of the quality of decisions being made across the entire portfolio, helping decision-makers—and those responsible for assessing them—distinguish skill from luck. By combining the best of what humans and machines have to offer, investment managers—like “freestyle” chess players—can make better decisions about the stocks they buy and the people they promote, ultimately improving their odds of delivering truly long-term alpha for clients.

Dec 8, 2021 12:00 PM in Eastern Time (US and Canada)

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Éric Marais, CFA
Investment Analyst @Orbis
Eric joined Orbis in 2013 as an Investment Analyst, researching stocks across a range of sectors in the US market for seven years. Based in San Francisco, he remains embedded within the investment team, but now focuses on bringing Orbis’ institutional clients closer to the investment process and portfolio in a bespoke role that spans both worlds. At Orbis, Eric has championed integrating primary research, and new technologies and data sources into investment decision-making. Prior to joining Orbis, Eric was an Investment Analyst at Allan Gray Proprietary Limited and a consultant at McKinsey & Company, both in his home country of South Africa. Allan Gray Proprietary Limited is Orbis’ sister company and shares the same founder. Eric holds a Bachelor of Science in Electrical Engineering from the University of Cape Town and is a CFA® charterholder.