How to break down siloes between operations and portfolio managers 

In this report, Benjamin Page-Fort, Director GTM Strategy, SimCorp and Gregg Lutz, Investment Strategist for American Equity, explore the differences between the front and back office, and how they have more commonalities than we think. You’ll find out the important role that outsourcing and technology can play in breaking down the silos and helping both teams win together.  

Get this report to learn:

  • How to bridge the gap between the front and back office 
  • The importance of having a common IBOR and ABOR across the organization 
  • The role of culture in meeting organizational goals 

Contributors

Benjamin Page-Fort

Benjamin Page-Fort,

Director GTM Strategy, SimCorp

 Connect with Benjamin

Gregg Lutz

Gregg Lutz,

Investment Strategist, American Equity

 Connect with Greg

Sara Benwell

Sara Benwell,

Editor, Clear Path Analysis

 Connect with Sara

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