Client Wealth Management Data Funnel Advent®

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Presentation transcript:

Client Wealth Management Data Funnel Advent® How We Manage and Use Information - Bessemer Trust Goldman Sachs Northern Trust Wells Fargo BNY Mellon Haverford PIMCO Wilmington Trust Credit Suisse JP Morgan Sanford Bernstein Gov’t Statistics Deutsche Bank Merrill Lynch US Trust Shadow Gov’t Statistics Glenmede Morgan Stanley Vanguard Misc. Data Sources Data Assembly and Lenses *Economic Indicators *Advent® Performance * Geopolitics *Benchmarks *Risk Quantification *Bloomberg *MorningstarTM * HOLTTM Data Delivery *Policy Formulation *Strategic Asset Allocation *Tactal Tilts *Segregated & Consolidated Review Data Usage *Policy Compliance *Tax Planning *Estate Planning *Cash Flow Management Policy Evaluation Legal Compliance Oversight Decisions Advent® Client