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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

- Michael Aldrich, Global Head of Operational Strategy Brown Advisory

- Brian Cobb, Chief Technology Officer, Brown Advisory

- Bryan Gregorich, Director, MAI Capital

- Daniel Eriksson, Vice President, Product Management & Solutions Consulting

1.2 INTERVIEW: What policy changes are investment teams implementing for their operational continuity plans?

- Marty Burns, Chief Industry Operations Officer, Investment Company Institute

1.3 INTERVIEW: What Pivoting in the face of COVID-19

- Evan Fire, Managing Principal and Chief Operating Officer, Pzena Investment Management, LLC

1.4 INTERVIEW: The search for operational efficiency and its impact on real estate and digital infrastructure

- 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: Using alternative data to make critical business decisions

- Drake Bushnell, Vice President, Director, Content and Technology Solutions Strategy, FactSet

2.3 INTERVIEW: How have data analytics evolved and how are AI and machine learning helping the industry?

- Julia Bardmesser, Vice President, Head of Data, Architecture and Analytics, Voya Financial

SECTION 3

THE NEW NORMAL

3.1 INTERVIEW: Asset management M&A in the COVID-19 era

- Jeff Staker, Principal, Casey Quirk

3.2 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, Chief Operating Officer, Carillon Tower Advisors

3.3 INTERVIEW: How are client relations teams pivoting in the new normal?

- John Utter, Head, Institutional Client Service, RBC Asset Management

Marty Burns

Chief Industry Operations Officer, Investment Company Institute

Evan Fire

Managing Principal and Chief Operating Officer, Pzena Investment Management

Amanda Raynor

Chief Operating Officer, BNP Paribas Asset Management

Katherine Pearce

VP Product Management and Solutions, SS&C Advent

Matt Ahlstrand

VP Product Management & Solutions Consulting, SS&C Advent

Drake Bushnell

Vice President, Director, Content and Technology Solutions Strategy, FactSet

Julia Bardmesser

Vice President, Head of Data, Architecture and Analytics, Voya Financial

Jeff Staker

Principal, Casey Quirk

Cooper Abbott

Chairman and President, Carillon Tower Advisors

Eric Wilwant

Chief Operating Officer, Carillon Tower Advisors

John Utter

Head, Institutional Client Service, RBC Asset Management

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