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Concerns around the handling of global regulatory reforms has largely passed for Europe’s fund and asset management community, in its place has been replaced questions surrounding how to handle new market volatility and its impact on operations. The effect on front, through middle to back office operations has duly been felt prompting new developments in client reporting, portfolio management and investment accounting.

The sixth annual Fund Technology & Data, Europe report will be combined with the sixth annual Fund Outsourcing & Administrator Operations, Europe 2016 report to create the new Fund Technology, Data and Administrator Operations, Europe 2016 report. The combined publications will include insights from UK and continental European fund and asset managers on operating a highly efficient and effective investment management business through internal technology integration and partnering with outsourced operations experts.

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Assessing the state of technology and its growing importance for fund and asset managers

SECTION 1

AN INDUSTRY IN TRANSFORMATION

1.1 ROUNDTABLE: How are others successfully managing fund distribution and documentation?

Moderator:

• Zara Amer, Head of Content, Clear Path Analysis

Panellists:

• Ulrik Modigh, Head of Asset Management Operation, Nordea Investment Management

• Dragomir Velikov, Chief Investment Officer, Compass Invest

SECTION 2

MANAGING INCREASING REGULATORY COMPLEXITY

2.1 INTERVIEW: What are the key regulatory updates and their likely impacts on the industry?

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Susan Wright, Senior Regulatory Advisor, Investment Management Association

SECTION 3

OUTSOURCING CAUSE AND EFFECT

3.1 INTERVIEW: What steps can be taken to ensure offshore outsourcing strategies are successful?

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• William Jenkins, Director, Amundi

3.2 INTERVIEW: Which areas of the value chain respond most effectively to outsourcing strategies?

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Olivia Vendon, Principal, Alpha Financial Markets Consulting

3.3 INTERVIEW: What is the key to building successful and long-lasting relationships when outsourcing? A service provider’s perspective

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Matthew Davey, Former Senior Vice President and Head of Asset Managers at State Street Bank, UKMEA

SECTION 4

CURRENT BUSINESS TRENDS

4.1 INTERVIEW: Three technology enabled business trends to follow

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Neil Curham, Executive Director, Alpha Financial Markets Consulting

4.2 WHITEPAPER: For effective global management should all data be centralised?

Haider Mannan, EMEA Head of Buy-Side, GoldenSource Corporation

SECTION 5

FUTURE THREATS AND OPPORTUNITIES

5.1 INTERVIEW: How do companies satisfy and empower the ‘millennial’ workforce whilst simultaneously improving their bottom line

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Denise Thomas, Head of Operations, Standard Life

5.2 WHITEPAPER: Constructing efficient and effective operational capabilities in order to meet critical business competencies

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Markus Reutimann, Former Group Chief Operating Officer, Schroders

Markus Reutimann

Former Group Chief Operating Officer, Schroders

Olivia Vinden

Principal, Alpha Financial Markets Consulting

Haider Mannan

Head of Buy-Side, GoldenSource Corporation

Dragomir Velikov

CIO, Compass Invest

Ulrik Modigh

Head of Asset Management Operation, Nordea Investment Management

Susan Wright

Senior Regulatory Advisor, Investment Management Association

William Jenkins

Director, Amundi

Matthew Davey

Former Senior Vice President and Head of Asset Managers at State Street Bank, UKMEA

Neil Curham

Executive Director, Alpha Financial Markets Consulting

Denise Thomas

Head of Operations, Standard Life

GoldenSource’s software, services and expertise enable firms in the financial markets to manage risks, comply with regulatory requirements, and control costs in the middle and back office with a trusted source of complete, consistent information. Its products source, standardize, validate and deliver mission critical market, reference, customer, position and transaction data to the people and systems that need it, such as trading, compliance, risk management, settlements, and accounting. GoldenSource provides automated, enterprise-level processing delivered through a single hosted or on-premise platform, to achieve the highest levels of data quality and operational efficiency.

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.

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