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The third annual report examining the challenges of managing an asset and fund management company in the fast-evolving Asia-Pacific region. Together, we explore issues such as navigating the fragmented marketing mix, improving operational and administrative structures and technology and reporting to clients, senior management and regulators in a timely and efficient manner.

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SECTION 1


THE ROLE OF OPERATIONS IN CHANGING BUSINESS MODEL

1.1 INTERVIEW: Operations as a solutions driver for front office innovation
- Lounarda David, Chief Operating Officer, IFM Investors

1.2 ROUNDTABLE DEBATE: How do Chief Operations Officers add value in a changing business model?
Moderator:
- Rachel Alembakis, Consultant Publisher, Clear Path Analysis
Panellists:
- Rob Scott, Chief Operations Officer, First Sentier Investors
- Matthew Baldwin, Global Head of Sales & Managing Director Asia, Financial Risk Solutions
- Steven Seow, Director, Singapore Consulting

SECTION 2


MANAGING RISK IN A QUICKLY CHANGING WORLD


2.1 INTERVIEW: How do you measure, monitor, and manage risk from an operational perspective?
- Craig Plane, Director, Unite Consulting

2.2 INTERVIEW: The known knowns and the unknown unknowns – how do we manage data and AI?
- Simon Crisp, Asia Pacific Lead, Cyber, Deloitte

SECTION 3


THE RISE AND RISE OF DATA SOLUTIONS

3.1 INTERVIEW: How do you create a more seamless glide path for Defined Contribution plan members utilising innovative technology and data solutions?
- Aidan Geysen, Senior Investment Strategist, Vanguard Australia

3.2 INTERVIEW: How can data solutions be implemented to organise, optimise, and automate information flows across operational and investment functions?
- Stephen Fisher, Chief Investment Officer, First Degree Global Asset Management

SECTION 4


ADAPTING TO CHANGES

4.1 WHITE PAPER: Asset managers must look to multi-asset class capabilities for growth
- Roger Woolman, Director, Funds and Alternatives at SS&C Advent


4.2 INTERVIEW: ESG integration comes to the fore - how do operations consolidate and optimise research and data services to assist in engagement and decision making?
- Kathryn McDonald, Head of Sustainable Investing Rosenberg Equities, AXA Investment Management

Lounarda David

Chief Operating Officer, IFM Investors

Rob Scott

Chief Operations Officer, First Sentier Investors

Matthew Baldwin

Global Head of Sales & Managing Director Asia at Financial Risk Solutions

Steven Seow

Director, Singapore Consulting

Craig Plane

Director, Unite Consulting

Simon Crisp

Asia Pacific Lead, Cyber, Deloitte

Aidan Geysen

Senior Investment Strategist, Vanguard Australia

Stephen Fisher

Chief Investment Officer, First Degree Global Asset Management

Roger Woolman

Director, Funds and Alternatives at SS&C Advent

Kathryn McDonald

Head of Sustainable Investing Rosenberg Equities, AXA Investment 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/

Financial Risk Solutions Ltd (FRS), a Constellation Software Inc. firm, licenses its award-winning Invest|Pro™ fund administration software platform to 65 blue-chip financial services and BPO clients worldwide to administer over 150,000 funds. Founded in 1999, FRS is headquartered in Dublin and has offices in London, Hong Kong and Sydney.

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