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
Datos Insights
We are the advisor of choice to the banking, insurance, securities, and retail technology industries–both the financial institutions and the technology providers who serve them. The Datos Insights mission is to help our clients make better technology decisions so they can protect and grow their customers’ assets.