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Huge bounds have been reached in recent months in the realms of automation, technology and outsourcing in the asset management industry. The importance of operational functionality and resilience has been propelled to the forefront of our minds since the onset of this pandemic, something operational leaders and fund managers must continue to manage going forward.

The Fund Technology, Data and Operations, Europe 2021 Report proceeds the annual Fund Operator 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’, and how it should be perceived and managed going forward. How employee selection and retention will change as it is increasingly driven by the changing technological landscape. How the management of key operational risks and cyber security has developed during this time and will continue.

This report brings together UK and wider Europe based Chief Operating Officers, Heads of Operations, Chief Technology Officers, and Chief Data Officers from Asset Management Organisations and 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

ESG, SUSTAINABILITY AND FUTURE PROOFING OF OPERATIONS

1.1 INTERVIEW: The next frontier for ESG: biodiversity and its critical role in sustainable investment opportunities

  • Moderator: Noel Hillman, Chief Executive Officer, Clear Path Analysis
  • Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco

1.2 ROUNDTABLE DEBATE: Building your team and your operational infrastructure: when to outsource and when to develop inhouse operational efficiency?

  • Moderator: Sara Benwell, Editor, FundOperator.com
  • Martha Fee, Chief Operating Officer EMEA & APAC, Northern Trust Asset Management
  • Arne Martin Moen, Global Chief Operating Officer, Storebrand Asset Management
  • Davina Goodall-Smith, Chief Operating Officer EMEA, Nikko Asset Management Group
  • Marc Russell-Jones, Managing Director of Sales, Broadridge

SECTION 2

DATA SCIENCE AND OPERATIONS

2.1 PANEL DEBATE: How to use data effectively: balancing the desire for more data whilst minimising the operational risk

  • Moderator: Sara Benwell, Editor, FundOperator.com
  • Emma Cullen, Chief Operating Officer, Fiera Real Estate
  • Mario De Bergolis, Chief Operating Officer, Asset Management One International
  • Chris Searle, Head of Business Applications, FINBOURNE Technology
  • Emma-Jayne Wood, Data Management Sales Specialist, Simcorp

2.2 WHITEPAPER: Poor data and control: The real reason you’re losing 22% of your fund growth

  • Neil Vernon, Chief Technology Officer, Gresham Technologies

SECTION 3

SERVICING CUSTOMERS IN A POST PANDEMIC WORLD

3.2 ROUNDTABLE DEBATE: Navigating challenges and seizing opportunities: how to effectively drive regional strategy and ensure client engagement

  • Moderator: Katharine Morris, Head of Global Fund Service Business Development, Northern Trust
  • Stephen Millar, VP, Head of EMEA, Baron Capital Management
  • Bruce Simpson, Head of Distribution, Sanlam Investments UK
  • Michelle Sartorio, Global Director of Marketing & PR, Savills Investment Management

Elizabeth Gillam

Head of EU Government Relations and Public Policy, Invesco

Martha Fee

Chief Operating Officer EMEA & APAC, Northern Trust Asset Management

Arne Martin Moen

Global Chief Operating Officer, Storebrand Asset Management

Davina Goodall-Smith

Chief Operating Officer EMEA, Nikko Asset Management Group

Marc Russell-Jones

Managing Director of Sales, Broadridge

Emma Cullen

Chief Operating Officer, Fiera Real Estate

Mario De Bergolis

Chief Operating Officer, Asset Management One International

Chris Searle

Head of Business Applications, FINBOURNE Technology

Emma-Jayne Wood

Data Management Sales Specialist, Simcorp

Neil Vernon

Chief Technology Officer, Gresham Technologies

Katharine Morris

Head of Global Fund Service Business Development, Northern Trust

Stephen Millar

VP, Head of EMEA, Baron Capital Management

Bruce Simpson

Head of Distribution, Sanlam Investments UK

Michelle Sartorio

Global Director of Marketing & PR, Savills Investment Management

Gresham Technologies plc (Gresham) is a global leader in mission-critical software, automation and managed solutions for financial services. Our award-winning platform helps firms operate efficiently, manage risk, stay compliant, and focus on their customers knowing that their data and digital processes are under control. We’re proven at nearly three hundred organisations worldwide, including many of the world's largest banks, investment managers and corporates. We are listed on the main market of the London Stock Exchange (GHT.L). For more information, visit greshamtech.com.

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market leading IBOR. SimCorp invests around 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across Europe, North America, and Asia Pacific. For more information, please visit www.simcorp.com.