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How can investment managers achieve slick, cohesive, and customisable systems to optimise their business operations and be prepared for growth?

In our new report, “Meeting the operational challenges of growth and multi-asset class management”, sponsored by SS&C Advent, nearly a dozen top investment professionals give their candid views on the challenges faced by practitioners working for third-party managers, insurers, and/or retirement funds.

Participants discussed the difficulties and opportunities in managing operational responsibilities when offering or investing in a cross-section of assets and seeking to evolve and grow in the same period amongst a host of other topics, which included whether ‘best-of-breed’ approaches were the best for operational efficiency, whether fund groups needed to retain experience in-house and if the growth in private credit mean companies think differently about some asset classes?

The report covers their strategies and recommendations to fellow practitioners on how to overcome problem areas and where they’ve experienced success.

Download the report to get the full insights now!

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Mike Frick

Chief Operations Officer, Private Debt, Benefit Street Partners

Douglas Dupont

Managing Director, Ellington Management Group

Nakul Nayar

Head of Financial, Model & AI Risk, Guardian Life

James Parsons

Chief Operating Officer, North America, Insight Investments

Robert Serafin

Global Head of Operations and Client Services, MetLife and MetLife Investment Management

Sean Finn

Information Technology Product Manager, Octagon Credit Investors

Li Cheng

Chief Financial Officer, PGIM Portfolio Advisory

Chris Wise

Managing Director, Finance and Operations, Sycamore Tree Capital Partners

Ahmad Henry

Head of Operations, Prime Finance

Thomas Humphries

Vice President, Sustainable Investments, PineBridge Investments

SS&C Advent helps more than 4,300 investment firms around the world—from established globalinstitutions to small start-up practices—to grow their business, minimize risk, and thrive.

SS&C Geneva® is the leading portfolio, fund, and investor accounting solution for the alternative investment industry. It’s a highly scalable, true multicurrency and multi-asset class platform. Designed to support complex investment strategies across international markets, with the ability to managefund, entity and legal structures, as well as fully support all transaction types and instruments, including syndicated loans and private debt. Today, Geneva is available in the cloud through Advent. Learn more at www.advent.com/geneva