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There has been an increased use of automation in the institutional finance space and alternative investment funds are no exception.

As a result, operational concerns are directed towards data and technology. This is unsurprising when we consider the growing availability of relevant automated solutions that can improve the speed and efficacy of trades and facilitate client engagement for alternative fund managers who operate in increasingly illiquid environments.

This report brings together UK and wider Europe based Chief Operating Officers, Heads of Operations and Operations Managers from Asset Management and Portfolio Management Organisations. The report tackles issues related to the relationship between automation and regulation, evaluates inhouse vs outsourcing approaches to innovation, focuses on data management and explores the benefits of using automation to facilitate and improve client engagement.

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SECTION 1

AUTOMATION

1.1 WHITEPAPER: What will work look like in 2030- What can people expect and how will they consume?
- Will Stronge, Co- Founder, Autonomy Thinktank

1.2 WHITEPAPER: The role of automation in eliminating the box ticking process and adding value to investment operations and risk functions
- Richard Colyer, Head of Operations and IT, Otus Captial Management

SECTION 2


INHOUSE VERSUS OUTSOURCING APPROACHES

2.1 ROUNDTABLE DEBATE: A discussion evaluating in-house or outsourcing approaches to innovation – Investigating the lifecycle of both approaches including history, robust processes, and ability to engage digitally
Moderator:
- Dominique Kistan, Content Producer, Clear Path Analysis

Panellists:
- Nigel Hellewell, Chief Operating Officer, Equitile Investments
- Alistair Ring, Operations Manager, Rye Bay Capital
- Emma Cullen, Chief Operating Officer, Palmer Capital
- Paul McLernon, Chief Operating Officer, Pacific Asset Management


- Which approach do you use and what tangible benefits has the approach you have chosen provided? How important is oversight and quality control in this process?
- In what ways does each approach lend itself to streamlining your operational functionality?
- Have changes in regulation driven your decision to innovate in-house or outsource? How has this choice helped you to mitigate the regulatory burden?
- To what extent has Brexit/ other external environmental factors affected your choice of provider for particular processes?

2.2 INTERVIEW: Should fund managers develop automated processes inhouse to retain workforce skillset?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis

Interviewee:
- Chris Humphrey, Head of Operations, Park Square Capital


- What are the key pain points surrounding the increased use of automation in operations?
- How important is senior buy-in? Is this a top down decision?
- How do you balance cost vs moral when engaging in the decision-making process of whether to implement/ engage with automation? How do you monitor pay back over long term?
- Does developing solutions in-house provide opportunity to retain the skillset of individuals. Does this approach prevent you from operating a lean model?
- How do you avoid the talent of individuals being diminished due to increasing reliance of software? How crucial is retaining the human element of operations?

SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to investment managers globally. SS&C Advent’s selection of software and rapidly deployable software-enabled services allow its clients to focus on core operations, better monitor and manage investment performance and risk, improve operating efficiency and reduce operating costs. https://www.advent.com/

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message