The importance of data quality in equities: not as commoditized as you might think

Across the plethora of data now available to investors, fundamental information from publicly traded companies is among the most widely available and is often viewed as the most standardized. It might be assumed because GAAP and IFRS standards are utilized, that this data is ready-to-use by investment professionals. But when is reported earnings per share not really representative of the companies economic earnings, and how does this impact an investment strategy? What other derived fundamental measures can be affected by one time adjustments reported by the issuer? Join us for an overview around some of the most common issues around Canadian issuers, and what

Ian Tam, CFA is Director of Investment Research for Morningstar Canada, a wholly owned subsidiary of Morningstar, Inc. Prior to his current role, Tam was a Sales Director for CPMS™, Morningstar’s quantitative screening and back testing platform for equities. Before joining Morningstar in 2014, Tam worked for Thomson Reuters’ Financial and Risk Division where he helped retain and grow business with buy side clients and sell side equity research firms. Tam holds a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst® designation. In his spare time Tam is an avid yogi, and raising a rambunctious new puppy.


Aug 18 2021


12:00 pm - 1:00 pm

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