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The advancement towards greater use of technology has posed both an opportunity and challenge for many industries including the investment management sector. Technology is helping the investment industry to manage costs, improve efficiencies and effectiveness, but also creates new requirements for technology savvy operational professionals, ones keen to work in the finance sector. Lately the coming together of talent and technology to build resilient operating infrastructure, that is future fit and protects profitability, has become a burning priority for larger investment groups concerned by a stalling of growth and critical development projects.

The New Operating Environment: People, Processes, and Technology special report produced in partnership with SimCorp, examines global developments in operating models from the perspective of investment industry leaders from around the globe. The report explores how the recent pandemic has impacted core operating approaches, the long-term changes driven by technology enhancements and evolving operating procedures, talent acquisition and retention in the front to back office, plus data and client reporting developments.

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EXECUTIVE SUMMARY
- Marc Schröter, Head of Global Product Management, SimCorp


SECTION 1

ROUNDTABLE DEBATE - NORTH AMERICAN PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Molly Shannon, Member of the Executive Committee and Product Innovation Committee, Wellington Management
- Todd Needham, Director of Insurance Relationship Management, Loomis, Sayles & Company
- Sallie Squire, Chief Administration Officer, Wells Fargo Asset Management


SECTION 2

ROUNDTABLE DEBATE - ASIA-PACIFIC PERSPECTIVES
Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Dean Chisholm, Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)
- Paul Tsironis, Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)
- Alison Anthony, Chief Risk Officer and Company Secretary, LUCRF Super (Australia)
- Philip Inglis, Head of Controls, Innovation and Change, Eastspring Investments (Singapore)
- Takahiro Ono, Director of Risk and Business Continuity Management, Mitsubishi Insurance Corporation (Japan)


SECTION 3

ROUNDTABLE DEBATE - EUROPE PERSPECTIVES
Moderator:
Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com
Panellists:
- Aileen Mathieson, Global Head of Insurance, Aberdeen Standard Investments (UK)
- Carsten Mumm, Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)
- Bernard Aybran, Directeur General, Invesco (France)
- David Czupryna, Head of ESG Development, Candriam (France)



SECTION 4

CASE STUDY – RE-SHAPING THE OPERATIONAL ENVIRONMENT AROUND TEAMS
- Jos Gilsbers, Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)
- Manon van der Lely, Manager, HR Development, ASR Nederland Insurance (Netherlands)


SECTION 5

WHITEPAPER - NEW REALITY, NEW LESSONS: HOW THE SHARP ARE SHARPENING THEIR OPERATING MODEL
- Marc Schröter, Head of Global Product Management, SimCorp

Marc Schröter

Head of Global Product Management, SimCorp

Molly Shannon

Member of the Executive Committee and Product Innovation Committee, Wellington Management

Todd Needham

Director of Insurance Relationship Management, Loomis, Sayles & Company

Sallie Squire

Chief Administration Officer, Wells Fargo Asset Management

Dean Chisholm

Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)

Paul Tsironis

Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)

Alison Anthony

Chief Risk Officer and Company Secretary, LUCRF Super (Australia)

Philip Inglis

Head of Controls, Innovation and Change at Eastspring Investments (Singapore)

Takahiro Ono

Director of Risk and Business Continuity Management at Mitsubishi Insurance Corporation (Japan)

Aileen Mathieson

Global Head of Insurance, Aberdeen Standard Investments (UK)

Carsten Mumm

Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)

Bernard Aybran

Directeur General, Invesco (France)

Jos Gilsbers

Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)

David Czupryna

Head of ESG Development, Candriam (France)

Manon van der Lely

Manager, HR Development, ASR Nederland Insurance (Netherlands)

Sara Benwell

Editor, FundOperator.com and Insurance-Investor.com

Noel Hillmann

Chief Executive Officer, Clear Path Analysis

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.

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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