Report

Modernizing Operations to Manage and Drive Investment Growth

Operational capabilities have changed from back-office concerns to strategic differentiators.
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Global investment management firms are at a critical juncture: Many are experiencing record growth while confronting increasingly complex operational and regulatory challenges. Investing in comprehensive technology platforms that streamline operations and enable more strategic decision-making has become the only feasible way forward.

This report is based principally on 12 interviews with senior operations, technology, and finance executives at global investment management firms ranging from US$500 million to over US$50 billion in assets under management, primary research, and supplemented by desk-based secondary research.

Clients of Datos Insights’ Capital Markets and Wealth Management services can download this report.

This report mentions AllianceBernstein, Cambridge Associates, Deloitte, and EY.

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