Deals & People October 19, 2010

Sheridan Road Financial Expands Senior Staff

Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and Thomas Daney.
Reported by

Kellar joins Sheridan Road from National Retirement Partners with more than 25 years of industry experience. Similarly, Daney has more than 25 years in the portfolio management area and previously was the chief investment officer and portfolio manager for Stonebridge Asset Allocation and Key Asset Management.   

“This is an exciting time for Sheridan Road as we begin to expand our footprint geographically to better accommodate our clients who now span 20 states. We have grown to become very much a national firm and continue to see enormous growth potential in a highly fragmented industry. We will continue to invest in the business and hire talented people like Steve and Tom,” said Daniel Bryant and Jim O’Shaughnessy, Managing Partners of Sheridan Road Financial.

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O’Shaughnessy was a finalist for the 2007 Retirement Plan Adviser of the Year award (see “Jim O’Shaughnessy“).

 

Products October 19, 2010

Northern Trust Unveils Risk and Performance Data Plug-In

Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.
Reported by

According to the company, Data Direct reduces the need for manual exportation of data to spreadsheets. Instead, clients have live access to their data and utilize an intuitive query definition process and drag-and-drop object parameter functionality to streamline the flow of risk and performance data from Northern Trust reporting applications to Microsoft Excel spreadsheets.

Once populated according to client specifications, the Excel spreadsheets interact with Northern Trust servers to update on demand and can be viewed, modified, and integrated with other data sources as needed, the news release said.

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Data Direct provides access to a catalog of client information including performance returns, characteristics, ex-post risk statistics, attribution analysis, investment risk services information including predictive (ex-ante) risk exposures, and stress and scenario based simulation data. 

Other highlights of Data Direct include:

  • client data on demand with full refresh capabilities,
  • file sharing functionality with other Data Direct users,
  • integrated technology using Passport  authentication platform, and
  • transportable/accessible outside office networks using available internet proxy connection.

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