Embracing a new operating reality

For the third 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, multi-asset operations, and leveraging technological innovations to build a future-proof investment operations strategy.

The survey reveals that intensifying competition and rising operating costs are changing buy-side executives’ priorities for 2024. Get your copy to see where your peers are focusing resources for the year.

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

  • What top three strategic priorities are guiding your technology and operations investments in 2024?
  • In the next year how do you plan to maintain or grow AUM?
  • What is preventing you from achieving your strategic priorities?
  • In which areas of the business do you see the greatest opportunity for technological innovation in the next few years?

 

Contributors

Allison Tanenbaum

Managing Director, Apollo Global Management Inc.

 Connect with Allison

Panos Nikopolitidis

Global Head of Operations, Janus Henderson

 Connect with Panos

Nick Padgen

Head of Operations, Pzena Investment Management

 Connect with Nick

Ruchir Verma

Ruchir Verma

Head of Business Development, Investment Administration & Accounting, Investment Management, Zurich Insurance

 Connect with Ruchir

Jaki Walsh

Jaki Walsh

VP Operations & Accounting, SimCorp

 Connect with Jaki

Stephen Gouthro

Global Chief Operating Officer, Investment Solutions (OCIO), Mercer

 Connect with Stephen

Marc Schröter

Chief Product Officer, SimCorp

 Connect with Marc

Hugues Chabanis

VP Investments, SimCorp

 Connect with Hugues

Benjamin Page-Fort

Benjamin Page-Fort

Head of Insurance
SimCorp

 Connect with Benjamin

Dean McIntyre

Dean McIntyre

Head of Global Commercial,
SimCorp

 Connect with Dean

Anders Kirkeby

VP Open Innovation, SimCorp

 Connect with Anders

Jakob Højland

Global Head of SaaS Commercial

 Connect with Jakob

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