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?



Allison Tanenbaum

Managing Director, Apollo Global Management Inc.

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Panos Nikopolitidis

Global Head of Operations, Janus Henderson

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Nick Padgen

Head of Operations, Pzena Investment Management

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Ruchir Verma

Ruchir Verma

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

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Jaki Walsh

Jaki Walsh

VP Operations & Accounting, SimCorp

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Stephen Gouthro

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

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Marc Schröter

Chief Product Officer, SimCorp

 Connect with Marc

Hugues Chabanis

VP Investments, SimCorp

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Benjamin Page-Fort

Benjamin Page-Fort

Head of Insurance

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Dean McIntyre

Dean McIntyre

Head of Global Commercial,

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Anders Kirkeby

VP Open Innovation, SimCorp

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Jakob Højland

Global Head of SaaS Commercial

 Connect with Jakob

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