Industry perspectives

Roundtable discussion report

People, processes, and technology in the new operating environment

The coronavirus pandemic has proven to be the ultimate resilience test for financial organizations. Get perspectives from 15 global industry leaders on lessons learned and how to adapt.

People, processes and technology have been pushed to the limit as investment managers grapple with market volatility, and more in-depth reporting requirements, all amid the limitations of a workforce largely working from home.

We partnered with Clear Path Analysis to explore how the pandemic has impacted financial services firms worldwide.

The resulting report explores the role of technology, processes and people in building a resilient operating infrastructure that is future-fit and protects profitability.


Get insights on:

  • How the pandemic has impacted core operating approaches
  • The long-term changes driven by technology enhancements and evolving operating procedures
  • Expert insights on data management best practices and client reporting developments
  • Perspectives on the growing prominence of ESG investments
  • Talent acquisition and retention in the front to back office

Table of contents

EXECUTIVE SUMMARY
-Marc Schröter, Head of Global Product Management, SimCorp


SECTION 1

ROUNDTABLE DEBATE - NORTH AMERICAN PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:

  • Molly Shannon, Member of the Executive Committee and Product Innovation Committee, Wellington Management
  • Todd Needham, Director of Insurance Relationship Management, Loomis, Sayles & Company
  • Sallie Squire, Chief Administration Officer, Wells Fargo Asset Management

SECTION 2

ROUNDTABLE DEBATE - ASIA-PACIFIC PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:

  • Dean Chisholm, Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)
  • Paul Tsironis, Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)
  • Alison Anthony, Chief Risk Officer and Company Secretary, LUCRF Super (Australia)
  • Philip Inglis, Head of Controls, Innovation and Change, Eastspring Investments (Singapore)
  • Takahiro Ono, Director of Risk and Business Continuity Management, Mitsubishi Insurance Corporation (Japan)

SECTION 3

ROUNDTABLE DEBATE - EUROPE PERSPECTIVES
Moderator:
Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com
Panellists:

  • Aileen Mathieson, Global Head of Insurance, Aberdeen Standard Investments (UK)
  • Carsten Mumm, Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)
  • Bernard Aybran, Directeur General, Invesco (France)
  • David Czupryna, Head of ESG Development, Candriam (France)

SECTION 4

CASE STUDY – RE-SHAPING THE OPERATIONAL ENVIRONMENT AROUND TEAMS

  • Jos Gilsbers, Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)
  • Manon van der Lely, Manager, HR Development, ASR Nederland Insurance (Netherlands)

SECTION 5

WHITEPAPER - NEW REALITY, NEW LESSONS: HOW THE SHARP ARE SHARPENING THEIR OPERATING MODEL

  • Marc Schröter, Head of Global Product Management, SimCorp

Contributors

 

MARC SCHRÖTER

Head of Global Product Management, SimCorp

 

MOLLY SHANNON

Member of the Executive Committee and Product Innovation Committee, Wellington Management


 

TODD NEEDHAM

Director of Insurance Relationship Management, Loomis, Sayles & Company

Sallie Squire 

SALLIE SQUIRE

Chief Administration Officer, Wells Fargo Asset Management


 

DEAN CHISHOLM

Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)

 

PAUL TSIRONIS

Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)


 

ALISON ANTHONY

Chief Risk Officer and Company Secretary, LUCRF Super (Australia)

 

PHILIP INGLIS

Head of Controls, Innovation and Change at Eastspring Investments (Singapore)


 

TAKAHIRO ONO

Director of Risk and Business Continuity Management at Mitsubishi Insurance Corporation (Japan)

 

AILEEN MATHIESON

Global Head of Insurance, Aberdeen Standard Investments (UK)


Carsten Mumm 

CARSTEN MUMM

Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)

 

BERNARD AYBRAN

Directeur General, Invesco (France)


 

JOS GILSBERS

Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)

 

NOEL HILLMANN

Chief Executive Officer, Clear Path Analysis


 

DAVID CZUPRYNA

Head of ESG Development, Candriam (France)

 

MANON VAN DER LELY

Manager, HR Development, ASR Nederland Insurance (Netherlands)



 

SARA BENWELL

Editor, FundOperator.com and Insurance-Investor.com

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