On-Demand Webinar

How to analyze investment risk

Gaining a deeper insight into your investment portfolio can be a challenge. It requires investors seeking to understand the status of their positions to log into multiple portals, download spreadsheets, trim data, and combine them together. It’s a process that can take hours or even days a month. And as each second goes by, the data gets older and older-by the time you get your answers, the data is already out of date.

Watch this short webisode to hear how Tableau’s finance and Treasury teams are overcoming the challenge of bringing investment data into one place. They’ll cover:

  • Why Tableau uses Clearwater Analytics to validate and reconcile investment activity
  • How they use Tableau to get an up-to-date understanding of risk with time series analysis
  • How you to get started creating similar results yourself

Explore additional webinars in our Fast, Flexible Finance Analytics series.

Download and interact with the Investment Exposure Trends Dashboard discussed in this webinar.

About the speakers

Ed Barrie

Senior Director, Treasury at Tableau

Kaylee Walker

Finance Analytics Analyst, Tableau

Amanda Yong

Accounts Payable Specialist

Mike Crook

Director of Finance Analytics, Tableau

Additional resources for Treasury

Modern approach to cash flow analysis

Find answers faster. In this webinar, we show you how we use data to identify risk and opportunity, as it relates to changes in interest rates, credit, and currency.

Treasury and Cash Flow Management

Explore solutions for Treasury and finance professionals to analyze their cash flows, examine their investment portfolios, and understand their risk exposures.

Tableau Finance Dashboards

Essential dashboards and resources to save time and help you find answers and ask questions of your finance data.

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