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?



Chris Taylor

COO, CG Asset Management

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Tim Kelly

Director of Operations, Driehaus

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April Wilcox

Director of Investment Services, CalSTRS

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Krzysztof Wierzchowski

Vice President Security Services, Franklin Templeton

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Marc Schröter

Chief Product Officer, SimCorp

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Guillaume Rondy

VP Data & Communications, SimCorp

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Hugues Chabanis

VP Innovation, SimCorp

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Jaki Walsh

VP Operations & Accounting, SimCorp

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Zoe Sheehan

Zoe Sheehan

VP of Investments, SimCorp

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Anders Kirkeby

VP Open Innovation, SimCorp

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Jochen Mueller

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

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Carl Balslev Clausen

ESG Product Manager, Director, SimCorp

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