23 - 25 September, 2024
The Oval, London
Navigating Investment Operations in 2023 and Beyond: How the Buy Side is Responding to Data, Reconciliation and Technology Challenges. In Q1 of 2023, WBR Insights, in association with Gresham Technologies (Gresham) surveyed 200 heads of investment operations and similar roles at buy-side firms across APAC, UK, Europe and North America to gain a greater understanding of the operations challenges firms are facing.
In Q3 of 2022, WBR Insights surveyed 100 Heads of Investment Operations and similar at buy-side firms across Europe to find out about the challenges they are facing in 2022 and the innovative solutions being brought to the table.
In Q1 of 2022, WBR Insights surveyed 300 CEOs, CIOs, Directors of Middle Office and similar from across APAC, EMEA and North America regions, from asset management firms with an AUM of $500bn and below. This survey will seek to gain a better understanding of whether asset managers’ strategies have changed since 2020, given market and industry influences such as remote work, staffing challenges and the rise of ESG.
In Q2 of 2021, WBR Insights surveyed 300 CEOs, CIOs, Chief Data Information Officers and similar from across APAC, EMEA and North America regions, from asset management firms with an AUM of $1bn - $750bn and hedge funds managers with an AUM of $250m - $10bn to find out what their strategies are for maximizing their data, how they incorporate those data into their investment process and their plans to leverage data science tools to optimize their investment performance. The results were compiled and anonymized by WBR Insights and are presented here with analysis and commentary from Northern Trust contributors Marc Mallett, Head of Strategy for Asset Servicing, Americas, Paul Fahey, Head of Investment Data Science, and Gary Paulin, Head of Global Strategic Solutions.