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Heads of investment operations right across Europe are feeling the pressures of ever greater responsibility and ever broadening tasks, as their management boards pursue new product and regional growth strategies. Managing expanded workloads, however, is being met by a growth in financial technology solutions that are emerging to help heads of technology, data and operations to manage multiple areas at one time. With the rapid advancement in data innovation, investment groups are finding themselves in a position of choice, but how to use precious resources wisely is a challenge for operational decision makers in its own right.

The 9th annual Fund Technology, Data & Operations, Europe report, following on from the Fund Management Operations Summit on the 20th November, brings together leading fund operation officers from both large as well as small investment groups, to explore some of the most discussed trends circling the market today. Issues covered include, the changing role for humans in amongst the innovation in technology, the future of small and if scale really matters, operational strategy and direction planning, insights into data and oversight, and the coming age of blockchain, automation and artificial intelligence.

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SECTION 1

THE RE-SHAPING OF INVESTMENT OPERATIONS

1.1 WHITE PAPER: The re-shaping of the asset management industry and the move towards multi-asset, multi-strategy and multi-capability specialisms
- Stacey Mullin Outhwaite, Chief Operations Officer, EMEA, BlackRock

1.2 ROUNDTABLE DEBATE: The take-over of machines and computers in the running of operations and the new role of humans as supervisors
Moderator:
- Padraig Floyd, Consulting Publisher, Clear Path Analysis
Panellists:
- Matthew Oakeley, Chief Technology Officer, Investec Asset Management
- Geoff Galbraith, Chief Operating Officer, MAN Group
- Michael Marks, Chief Operating Officer, Legal & General Investment Management
- Wajid Khan, Chief Operating Officer, Nemesis Asset Management

1.3 INTERVIEW: Operational Efficiency: A way for Asset Managers to stay ahead of competition
INTERVIEWER:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
INTERVIEWEE:
- Justin Sycamore, Director of Sales, EMEA, SS&C Eze


SECTION 2

OPERATIONAL DATA, RISK & OVERSIGHT

2.1 WHITE PAPER: Brexit and the implications for fund operations
- Aaron Mulcahy, Associate, Maples Fund Services
- Adam Donoghue, Partner, Maples Fund Services


SECTION 3

CHANGE MANAGEMENT

3.1 WHITE PAPER: A case study on growth and meeting the challenge of resistance to change, remaining efficient, and managing costs to meet targets
- Tim Woodgett, Head of Project Delivery, Liberty Speciality Markets

3.2 WHITE PAPER: Cutting through the red tape: consolidating buy-side investment operations for competitive edge
- Alan Copping, Buy-Side Market Specialist, SimCorp


SECTION 4

MERGING AND EXPANDING OPERATIONS

4.1 WHITE PAPER: Creating Europe’s second biggest fund manager - reviewing the rationale, operational considerations and outcomes as well as lessons for the future of fund management
- Mike Tumilty, Member of the Board and Director of Global Operations, Aberdeen Standard Investments

Stacey Mullin Outhwaite

Chief Operations Officer, EMEA, BlackRock

Matthew Oakeley

Chief Technology Officer, Investec Asset Management

Geoff Gallbraith

Chief Operating Officer, MAN Group

Mike Tumilty

Member of the Board and Director of Global Operations, Aberdeen Standard Investments

Alan Copping

Buy-Side Market Specialist, SimCorp

Tim Woodgett

Head of Project Delivery, Liberty Speciality Markets

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

Michael Marks

Chief Operating Officer, Legal & General Investment Management

Pádraig Floyd

Consulting Publisher, Clear Path Analysis

Adam Donoghue

Partner, Maples and Calder

Aaron Mulcahy

Senior Associate, Maples and Calder

Justin Sycamore

Director of Sales, EMEA, SS&C Eze

Maples Fund Services is part of the Maples Group and a leading independent global fund services provider operating in key onshore and offshore financial centres across the Americas, Europe, Asia and the Middle East. Maples Fund Services offers a wide range of services, including accounting, middle office, risk reporting and administration services to onshore and offshore hedge funds, fund of funds, private equity and real estate funds, marketplace lending funds, family offices and managed account platforms. Its clients include investment management firms, institutional investors, pension plans and global financial institutions. Maples Fund Services’ expert teams and innovative technology provide clients with high quality service, consistent and timely reporting and adaptable solutions to address their ever-changing needs.

SimCorp is the world’s leading provider of integrated investment management solutions. We offer the only truly integrated front-to-back investment management system. SimCorp Dimension® gives you a real-time overview of your entire business in one system, enabling you to make better investment decisions. Whether deployed on premise or as an ASP solution, we can support your entire investment value chain and range of instruments.

Every year, we invest more than 20% of our annual revenue in R&D, helping our clients stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, we are a global company, with regional offices across Europe, North America, and Asia Pacific.

We work closely with our 180+ clients around the world including asset managers, fund managers, asset servicers, pension funds, insurance funds, wealth managers, and sovereign wealth funds, helping them to manage over USD 19 trillion in assets under management on our investment management system. 46% of the world’s top 100 asset managers are currently using our solutions.

Equahost provides enterprise class Managed Cloud and Application solutions for the SME.

Whether you are a start-up or a global business, we specialise in overseeing disruption-free adoption of cloud technology and fast returns on the investment.

To start your journey, visit us at www.equahost.com today.

SS&C Eze is a global leading provider of investment management software solutions designed to optimize operational and investment alpha across order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting. SS&C Eze serves more than 2,500 institutions in 50 countries.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message