Industry perspectives

Roundtable discussion report

People, processes, and technology in the new operating environment

The coronavirus pandemic has proven to be the ultimate resilience test for financial organizations. Get perspectives from 15 global industry leaders on lessons learned and how to adapt.

People, processes and technology have been pushed to the limit as investment managers grapple with market volatility, and more in-depth reporting requirements, all amid the limitations of a workforce largely working from home.

We partnered with Clear Path Analysis to explore how the pandemic has impacted financial services firms worldwide.

The resulting report explores the role of technology, processes and people in building a resilient operating infrastructure that is future-fit and protects profitability.

Get insights on:

How the pandemic has impacted core operating approaches
The long-term changes driven by technology enhancements and evolving operating procedures
Expert insights on data management best practices and client reporting developments
Perspectives on the growing prominence of ESG investments
Talent acquisition and retention in the front to back office

EXECUTIVE SUMMARY
-Marc Schröter, Head of Global Product Management, SimCorp

SECTION 1

ROUNDTABLE DEBATE - NORTH AMERICAN PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:

Molly Shannon, Member of the Executive Committee and Product Innovation Committee, Wellington Management
Todd Needham, Director of Insurance Relationship Management, Loomis, Sayles & Company
Sallie Squire, Chief Administration Officer, Wells Fargo Asset Management

SECTION 2

ROUNDTABLE DEBATE - ASIA-PACIFIC PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:

Dean Chisholm, Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)
Paul Tsironis, Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)
Alison Anthony, Chief Risk Officer and Company Secretary, LUCRF Super (Australia)
Philip Inglis, Head of Controls, Innovation and Change, Eastspring Investments (Singapore)
Takahiro Ono, Director of Risk and Business Continuity Management, Mitsubishi Insurance Corporation (Japan)

SECTION 3

ROUNDTABLE DEBATE - EUROPE PERSPECTIVES
Moderator:
Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com
Panellists:

Aileen Mathieson, Global Head of Insurance, Aberdeen Standard Investments (UK)
Carsten Mumm, Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)
Bernard Aybran, Directeur General, Invesco (France)
David Czupryna, Head of ESG Development, Candriam (France)

SECTION 4

CASE STUDY – RE-SHAPING THE OPERATIONAL ENVIRONMENT AROUND TEAMS

Jos Gilsbers, Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)
Manon van der Lely, Manager, HR Development, ASR Nederland Insurance (Netherlands)