The Fund Technology, Data and Operations, North America 2021 Report is developed from the annual Fund Operator Virtual Summit, which aims to address key concerns related to data and fund management including the availability, quality, and maintenance of data. Thought leaders analyse how the meaning of ‘operational resilience’ has changed since the beginning of the year, 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; Providing insight into the latest market trends and ongoing regulatory developments. Our expert speakers provide innovative strategies and constructive debate on the current financial landscape.

This report brings together North American and Globally 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

INNOVATION, TECHNOLOGY AND FUTURE PROOFING OF OPERATIONS

1.1 INTERVIEW: A future-ready mindset: using advanced analytics to harvest complex data and power scalable alternative investments

Interviewer:

• Sara Benwell, Editor, FundOperator.com

Interviewee:

• Thomas Pologruto, Chief Data Architect and Chief Technology Officer of Liquid Markets, Blackstone

1.2 WHITEPAPER: Harnessing the potential of index-based strategies to manage risk and liquidity in institutional portfolios

• Raghu Ramachandran, Head of Insurance Asset Channel, S&P Dow Jones Indices

1.3 PANEL DEBATE: Fund operations in times of crises: balancing outsourcing and inhouse innovation during periods of market volatility

Moderator:

• Sara Benwell, Editor, FundOperator.com Panelists:

• Evan Fire, Chief Operating Officer, Pzena Investment Management

• Khadeeja Bassier, Global Chief Operating Officer, NinetyOne

• Ross LeBlanc, Product Manager for Innovation, SimCorp

SECTION 2

OPERATIONAL RESILIENCE AND THE LOOKING TO THE FUTURE

2.1 WHITEPAPER: Don’t forget the humans: a balanced approach to asset management operations

Interviewer:

• Sarah Coolican, Content Producer, Clear Path Analysis

Interviewee:

• Gary Brackenridge, Global Head of Asset Management, Linedata

2.2 WHITEPAPER: Multi-asset solutions in a data driven world: creating a robust and scalable global operating platform

Interviewer:

• Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Interviewee:

• Rob Balkema, Senior Director and Head of Multi-Asset North America, Russell Investments

Thomas Pologruto

Chief Data Architect and Chief Technology Officer of Liquid Markets, Blackstone

Raghu Ramachandaran

Head of Insurance Asset Channel, S&P Dow Jones Indices

Evan Fire

Chief Operating Officer, Pzena Investment Management

Khadeeja Bassier

Global Chief Operating Officer, NinetyOne

Rob Balkema

Senior Director and Head of Multi-Asset North America, Russell Investments

Ross LeBlanc

Product Manager for Innovation, SimCorp

Gary Brackenridge

Global Head of Asset Management, Linedata

SimCorp provides integrated, multi-asset investment management solutions to the world’s leading investment managers. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric® and SimCorp Gain™ support the entire investment life cycle, including data management and client communication, and is based on a market-leading IBOR.

Linedata offers a robust, configurable platform of software, data and services that enable our asset servicing, wealth, institutional and alternative clients to grow, operate efficiently, manage change, and provide excellent service to their clients, investors, and stakeholders. With over 20 years’ experience, Linedata delivers humanized technology that empowers leading asset management and credit industry firms worldwide to evolve and operate at the highest levels. Transform and reimagine your business and achieve operational excellence with our award-winning portfolio management, fund accounting, transfer agency, NAV oversight and contingency offerings, as well as cloud, cybersecurity, managed services, outsourcing solutions, and data services.