Menu

Asia-Pacific based fund and asset management groups once followed the trend in technology, data and operational developments from European and North American based firms. With a stronger, highly capable identity, fund operational professionals are exploring how to develop their own approaches and tackle issues unique to the region.

The third annual Fund Technology, Data & Operations, APAC 2018 report examines the challenges of managing an asset and fund management company in the fast evolving Asia-Pacific region. Issues looked at include, seeking best of breed in outsourcing versus inhouse operations management, navigating new regulations including the Australia’s RG-9, Asian Funds Passport, plus the unique governance decisions that underpin new platform integration.

Download
Report Free

Share with others:

SECTION 1

THE TIDES OF INSOURCING AND OUTSOURCING

1.1 INTERVIEW: Insourcing vs outsourcing – challenging the rationale and ensuring quality of oversight and control

Interviewer:
Rachel Alembakis, Consultant Publisher, Clear Path Analysis

Interviewee:
Rob Scott, Head of International Operations, Nikko Asset Management Asia

1.2 ROUNDTABLE: What are the fundamental governance decisions that need to underpin the decision to insource investment and outsource middle office operations?

Moderator:
Rachel Alembakis, Consultant Publisher, Clear Path Analysis

Panellists:
Lounarda David, Chief Operations Officer, IFM Investors

Andrew Chan, Chief Operating Officer, Columbia Threadneedle Investments

Troy Rieck, Executive Officer, Investment Strategy, Equip

SECTION 2

MANAGING DATA IN A GLOBAL CONTEXT

2.1 WHITE PAPER: Data, data everywhere, but how do you use it to improve control, reduce risk and efficiency?

Tomas Edwards, Global Product Strategist, SimCorp

2.2 INTERVIEW: Managing cyber security - should the goal be prevention or detection?

Interviewer:

Rachel Alembakis, Consultant Publisher, Clear Path Analysis

Interviewee:

Puneet Kukreja, Partner, Risk Advisory, Deloitte

SECTION 3

THE RISE AND RISE OF TECHNOLOGY

3.1 INTERVIEW: The impact of artificial intelligence and robo-advice in the Asia-Pacific funds management industry

Interviewer:
Rachel Alembakis, Consultant Publisher, Clear Path Analysis

Interviewee:
Matthew Tufano, Member of Investment Strategy Group, Vanguard

3.2 ROUNDTABLE: Seeking a best of breed approach: in a fragmented, multi-service provider sphere, how do you access essential data, best services and solutions across operational functions?

Moderator:
Rachel Alembakis, Consultant Publisher, Clear Path Analysis

Panellists:
Dean Chisholm, Regional Head of Operations, Asia Pacific, Invesco Asset Management

Stephen Fisher, Chief Investment Officer, First Degree Global Asset Management

Tricia Nguyen, Principal and Head of Sentinel Australia

SECTION 4

ADAPTING TO REGULATORY CHANGES

4.1 WHITE PAPER: How will EU regulations impact wealth management in Asia-Pacific?

Marie Gervacio, Asia-Pacific MiFID II Leader, EY

Chris Lim, Risk and Regulatory Partner, EY Advisory Pte Ltd

4.2 Interview: Finding the opportunities, surmounting the challenges in Asia Founds Passport, MiFID II and GDPR

Jorg Sunderman, Managing Director, Chief Operating Officer, Robeco

4.3 WHITE PAPER: Asia Region Funds Passport – will it happen and is it necessary to encourage more cross border investment and funds asset diversification?

Kristen Bondietti, Principal Trade Consultant, ITS Global writing for Financial Services Council

Rob Scott

Head of International Operations, Nikko Asset Management Asia

Andrew Chan

Chief Operating Officer, Columbia Threadneedle Investments

Dean Chisholm

Regional Head of Operations, Asia Pacific, Invesco Asset Management

Lounarda David

Chief Operations Officer, IFM Investors

Tomas Edwards

Global Product Strategist, SimCorp

Jorg Sunderman

Managing Director, Chief Operating Officer, Robeco

Chris Lim

Risk and Regulatory Partner, EY

Puneet Kukreja

Partner, Risk Advisory, Deloitte

Troy Rieck

Executive Officer, Investment Strategy, Equip

Stephen Fisher

Chief Investment Officer, First Degree Global Asset Management

Tricia Nguyen

Principal and Head of Sentinel Australia, Mercer Sentinel

Matthew Tufano

Member of Investment Strategy Group, Vanguard

Marie Gervacio

Asia-Pacific MiFID II Leader, EY

Kristen Bondietti

Principal Trade Consultant, ITS Global, Financial Services Council

To help you efficiently manage all your investment tasks in one consolidated system, SimCorp Dimension is a seamlessly integrated multi-asset class system, offering highly automated workflows for all instruments, covering the full investment value chain from front to back. The system is made up of modular components and a built-in IBOR, providing a complete overview of transactions and positions for holdings and tax lots. SimCorp Dimension serves 180 investment managers worldwide, with a dedicated front office suite, including SimCorp’s Order, Compliance and Portfolio Manager, middle office suite with Collateral, Performance and Risk Manager through to back office accounting, with Simcorp’s Investment Accounting Manager, including preliminary P&L to final NAV calculation.

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) 207 688 8511 or send a message

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)207 688 8511 or send a message