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.
About the Author
Wally Okby
Wally Okby is a Strategic Advisor for Datos Insights’ Wealth Management practice. He is a thought leader and trusted advisor to leading global clients across North America and EMEA, including alternative investment stakeholders, global private banks and wealth managers, portfolio management and reporting vendors, core private banking technology providers, ESG rating agencies and specialized data providers, and socially responsible investment...