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Fund managers are in search of scalability and increased operational efficiency as the industry pushes towards lower fees and greater market share. The 2020 Fund Technology, Data and Operations Report features candid interviews with heads of operations and technology about the innovations and procedures that are changing the asset management industry.

Industry representatives will also discuss the ways in which their fund operations have adapted to the disruption caused by the COVID-19 pandemic and how they plan on transacting business as the world adapts to the "new normal."

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SECTION 1


ADAPTING TO EXTERNAL CHALLENGES

1.1 INTERVIEW: Achieving seamless operational transformation during an M&A
- TBC, SS&C Advent

1.2 INTERVIEW: What policy changes are investment teams implementing for their operational continuity plans?
- INVITED: Manny Kakkanattu, Chief Information Officer, New York Life
- INVITED: John Hagarty, Chief Operating Officer, Morgan Stanley Investment Management
- Marty Burns, Chief Industry Operations Officer, Investment Company Institute

1.3 INTERVIEW: What new cybersecurity feature are asset management companies implementing in the era of “work-from-home”?
- Evan Fire, Managing Principal and Chief Operating Officer, Pzena Investment Management

1.4 INTERVIEW: Will and how can investment management firms increase their digital infrastructure investment in the aftermath of the coronavirus?
- Amanda Raynor, Chief Operating Officer, BNP Paribas Asset Management

SECTION 2


UPDATING INTERNAL SYSTEMS AND PROCEDURES

2.1 INTERVIEW: How to Evaluate Enterprise Software
- Katherine Pearce, VP Product Management and Solutions, SS&C Advent
- Matt Ahlstrand, VP Product Management & Solutions Consulting, SS&C Advent

2.2 INTERVIEW: How are fund management firms adapting their business continuity plans in the aftermath of COVID-19?
- Cooper Abbott, Chairman and President, Carillon Tower Advisors
- Eric Wilwant, Chairman and President, Carillon Tower Advisors

2.3 ROUNDTABLE: How have the reporting and analytics demands of institutional clients evolved and are asset managers able to meet them??
- John Utter, Head, Institutional Client Service, RBC Asset Management

2.4 INTERVIEW: Are data and analytics outpacing salespeople as the main purveyors of client insights yet?
- Julia Bardmesser, Vice President, Head of Data, Architecture and Analytics, Voya Financial

2.5 INTERVIEW: What IT-related precautions are global asset management companies implementing in order to prevent overcapacity and ensure information access and flow?
- INVITED: Diane Whelan, Chief Operations and Technology Officer, Nuveen Investments

SECTION 3


ASSET MANAGEMENT 2.0

3.1 INTERVIEW: How will 5G be a game changer for the asset management industry?
- INVITED: Johnnie Jackson, Director, IT Security and Infrastructure, Virtus Investment Partners

3.2 INTERVIEW: Can AI reshape distribution models and introduce asset managers to new customer segments?
- INVITED: Glenn Peipert, Head of Transformation & Chief Data Officer, MetLife

SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to investment managers globally. SS&C Advent’s selection of software and rapidly deployable software-enabled services allow its clients to focus on core operations, better monitor and manage investment performance and risk, improve operating efficiency and reduce operating costs. https://www.advent.com/

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