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2024 Global InvestOps Report 

Perspectives from 200 Heads of Operations


Allison Tanenbaum
Managing Director, Apollo Global Management Inc.

Panos Nikopolitidis
Global Head of Operations, Janus Henderson

Nick Padgen
Head of Operations, Pzena Investment Management

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

Jaki Walsh
VP Operations & Accounting, SimCorp

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

Marc Schröter
Chief Product Officer, SimCorp

Hugues Chabanis
VP Investments, SimCorp

Benjamin Page-Fort
Head of Insurance, SimCorp

Dean McIntyre
Head of Global Commercial, SimCorp

Anders Kirkeby
VP Open Innovation, SimCorp

Jakob Højland
Global Head of SaaS Commercial

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?

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