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Increased reliance on automation, technology and outsourcing is not a new feat in the asset management industry. That being said, the importance of operational functionality and resilience has been propelled to the forefront of our minds since March 2020, due to the changes to the way we work caused by the onset of the novel coronavirus pandemic.

The Fund Technology, Data and Operations, Europe 2021 Report proceeds the annual Fund Management Operations Virtual Summit, and aims to address key concerns related to data management including the availability, quality, and maintenance of data. Thought leaders interrogate the meaning of ‘operational resilience’ has changed since March, and how it should be perceived moving forward; How employee selection will change as it is increasingly driven by the increasing use of technology; How the management of key operational risks and cyber security has developed during this time.

This report brings together UK and wider Europe based Chief Operating Officers, Heads of Operations, Chief Technology Officers, and Heads of Data Management from Asset Management Organisations. The report facilitates discussions between thought leaders related to operational resilience, operational risks and cyber security, and emerging technology data considerations.

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SECTION 1

PLANNING FOR THE FUTRE OF FUND OPERATIONS

1.1 WHITEPAPER: Operational resilience and the coronavirus: how did firms bounce back and what could they have done better?

- Gianluca Pescaroli, Assistant Professor, Institute for Risk and Disaster Reduction, University College London

1.2 ROUNDTABLE DEBATE: Future-proof technology solutions: modular “plug and play” fintech approach or outsourcing to a full-service provider

Moderator:

- Sara Benwell, Editor, FundOperator.com

Panellists:

- Christina Schack, Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management

- Matthew Oakley, Head of Asset Management Technology, UBS

- Sponsor representative: Bernard Fripiat, Director, Channel Play, Simcorp

SECTION 2

OUTSOURCING & OPERATIONAL RISK MANAGEMENT

2.1 WHITEPAPER: Operational risk and resilience: managing risk amid natural disasters and market turmoil

- Marcel Prins, Chief Operating Officer, APG Asset Management

2.2 WHITEPAPER: Operational risk and resilience: managing risk amid natural disasters and market turmoil

- Steve Forbes, Head of Product Management (Cyber), Nominet

2.3 ROUNDTABLE DEBATE: Outsourcing and service providers – managing a key operational risk

Moderator:

- Sara Benwell, Editor, FundOperator.com

Panellists:

- Wajid Khan, Chief Operating Officer, Nemesis Asset Management

- Nishil Patel, Chief Operating Officer, Origin Asset Management

- Lorraine Dryland, Chief Information Security Officer, First Sentier Investors  

SECTION 3

DATA MANAGEMENT & TECHNOLOGICAL DISRUPTION

3.1 ROUNDTABLE DEBATE: Data as a service v control and ownership

Moderator:

- Sara Benwell, Editor, FundOperator.com

Panellists:

- Mary-Patricia Hall, Head of the Data Management Office, Insight Investment

- Mark Gillan, Head of Operations, AJ Bell

- Davina Goodhall-Smith, Chief Operating Officer – EMEA, Nikko Asset Management Europe

- Sponsor representative: Michael Shean, Insurance SME, Clearwater Analytics

3.2 WHITEPAPER: Technology and disruption on operations people: what is the future of operations in the fund industry, how to prepare for the big change?

- Guillaume Lesage, Global Head of Operations, Services & Technology, Amundi

3.3 WHITEPAPER: Proliferation of systems – move to one data management system for optimal data integrity

- Phil Tattersall, Associate Partner - Financial Services Advisory and Matt Goldsmith, Senior Manager, EY

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

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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