Does your investment management system support your operational agility goals?

Buy-side firms rate themselves on operational agility

Operational Agility is the ability to seize opportunities to improve processes and performance. It’s also easier said than done. Learn how buy-side firms rate themselves.

In 2016 we commissioned a survey to assess the level of operational agility in the investment management sector. We asked investment executives and leaders in more than 150 buy-side firms about the state of their operations.

The survey was designed to gain insight into these critical issues:Operational Agility Survey Paper

  • The ability of the current investment infrastructure and data to support the firm’s growth strategy
  • What target operating model buy-side firms prefer
  • What level of investment firms intend to make in their investment platform
  • The degree of automation in investment processing

The resulting report reveals the degree of confidence that executives have in the ability of their investment platform to support growth. 

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