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2023 Global InvestOps Report

Perspectives from 200 Heads of Operations


Chris Taylor
COO, CG Asset Management

Tim Kelly
Director of Operations, Driehaus

April Wilcox
Director of Investment Services, CalSTRS

Krzysztof Wierzchowski
Vice President Security Services, Franklin Templeton

Marc Schröter
Chief Product Officer, SimCorp

Guillaume Rondy
VP Data & Communications, SimCorp

Hugues Chabanis
VP Innovation, SimCorp

Jaki Walsh
VP Operations & Accounting, SimCorp

Zoe Sheehan
VP of Investments, SimCorp

Anders Kirkeby
VP Open Innovation, SimCorp

Jochen Mueller
Executive VP and Managing Director, Operations and Accounting Services, SimCorp

Carl Balslev Clausen
ESG Product Manager, Director, SimCorp

Rethinking the operating model for 2023.

For the second year in a row, we teamed up with WBR Insights to survey 200 Directors of Investment Operations and similar across North America, EMEA and APAC to learn how they’re optimizing front-to-back, cross-asset operations, and leveraging technological innovations to build a future-proof investment operations strategy. 

These are some of the questions we asked these executives, read their answers in the full report:

  • What are the top three strategic priorities for 2023 that are guiding your investment in technology and services? 
  • What are the top three key market drivers impacting your investment strategy?
  • What is preventing you from reaching your growth ambitions?
  • In which areas of the business do you see the greatest opportunity for technological innovation in the next few years?

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