Growing pressures on fund and asset management groups to streamline client communications and reporting procedures has left many with a serial headache for how to do so within constrained operational and technology budgets. With the question of how to manage what you can with what you have, fund operators are seeking viable ways to meet the challenge by integrating outsourcers and developing new processes in a coherent and effective way.

Integrating Automation to Improve Transparency is a bespoke report produced in collaboration with Northern Trust. Assessing the latest ideas from forward-thinking fund operators, the Report gets into the role of artificial intelligence in the Defined Contribution sector, deciding what processes to outsource and which to manage manually, plus the evolution in fund services and a case study assessment of how regulators interact with data and human capital to meet stringent objectives.

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ROUNDTABLE: Leveraging artificial intelligence (AI) and technology to improve retirement plans
Moderator:
David Grana, Head of Production, Clear Path Analysis
Panelists:
Mike Srdanovic, Innovation & Emerging Technology Thought Leader, Northern Trust Asset Servicing
Sabrina Bailey, Director, Digital Investment Advice, Northern Trust Asset Management
Brendan Sweet, Co-Founder, Dream Forward

INTERVIEW: Automating operations: understanding the need versus want, picking suitable software and developing oversight structures for daily management and risk mitigation
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
CONFIRMED: Barb O’Malley, Senior Vice Preseident, Northern Trust

WHITE PAPER: Regulation, technology, and leadership – the evolution of fund services technology, how regulators use data, and using human capital to optimize the new technical environment
CONFIRMED: Lisa Shea, Senior Product Manager, Northern Trust

Mike Srdanovic

Innovation & Emerging Technology Thought Leader, Northern Trust

Sabrina Bailey

Director, Digital Investment Advice, Northern Trust Asset Management

Brendan Sweet

Co-Founder, Dream Forward

Barb O’Malley

Senior Vice Preseident, Northern Trust

Lisa Shea

Senior Product Manager, Northern Trust

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $10.8 trillion in assets under custody and $1.2 trillion in assets under management, we serve the world’s most-sophisticated clients – from insurance companies, corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

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