How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens
The Context The client, a Public Equity firm, wanted the TresVista team to create a
How we assisted a client in leveraging data from multiple data vendors to run company valuations
The Context The client, an investment firm, wanted the TresVista Team to add the functionality
All Categories
- Case Study
- CFO Office Services
- Data Intelligence Group
- Data Sourcing and Engineering
- Deal Sourcing
- Energy
- Fund Administration
- Industrials
- Management Company Accounting
- Marketing and Communication
- Modeling and Analysis
- Podcasts
- Portfolio Management
- Reporting and Automation
- Research and Due Diligence
- Research and Investment Services
- Secondaries Case Studies
- Webinars
- Work Sample