Return on investment and mitigation of investment risk are the key goals of investing. However, in Datos Insights’ 2024 capital survey, “risk management” ranked third. “Data management” and “operational efficiency” took the top two spots. These results, while perhaps unexpected, make sense: the foundational building blocks must be in place before a firm can gain a competitive edge. Data and operations must be enterprisewide and production reliable before firms can trust and utilize risk performance analytics for investment decision-making.
This tackles the data management issues and provides insights into key trends driving technology adoption within the EDM space associated with capital markets. It is based on a phone survey that Datos Insights conducted in Q3 2024 of 171 senior technology and operations executives in capital markets.
Clients of Datos Insights’ Capital Markets service can download this report.
About the Author

James Wolstenholme
Jay started his career in capital markets as a project manager and developer in the financial futures department, specializing in S&P 500 program trading arbitrage. He designed and built electronic program trading interfaces at Salomon Brothers, later acquired by Citi Group, and then worked on prime brokerage, security finance, fixed income, and commodity projects. Jay was head of North America...