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With mounting regulatory complexity and fee pressure on the asset management industry, operations professionals are looking to new technologies and digitalisation to drive them into an age of automation. In order to be competitive, they are completely overhauling their operating models.

The Fund Technology Data & Operations, Europe 2020 report explores how these operating models are being designed to drive cost-efficiency decades into the future. To be future proof, the operations community must also grapple with how to align their investment strategy to ESG principles. As managers consolidate and reassess their outsourcing models, they explore the move from legacy IT to a more streamlined data architecture and consider how to hire and retain people with the technological know-how for operations roles in this context.

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SECTION 1


POLICY PLANNING & INVESTING THROUGH CHANGING TIMES

1.1 WHITE PAPER: Policy Future operating models & transforming the cost structure for the new lower margin world
- Martha Fee, Chief Operating Officer, Northern Trust Asset Management

1.2 ROUNDTABLE DEBATE: Automation everywhere: is there no limitation to what cannot be automated, where do you start, and what are operational leaders most focussed on?
Moderator
- Sara Benwell, Editor, Clear Path Analysis
Panellists:
- Mr. Vikramaaditya, Chief Transformation & Administration Officer, HSBC Global Asset Management
- Joseph Pinto, Global Chief Operating Officer, AXA Investment Managers
- Markus Ruetimann, Chief Executive Officer, Hardy London

SECTION 2


CONSOLIDATION

2.1 WHITE PAPER: Integrating the middle to back office: A consolidation case study - Enterprise data as a service
- Thierry Saintot, Global Head of Data Management, Allianz Global Investors

SECTION 3


OUTSOURCING

3.1 WHITEPAPER: Outsourcing with the front office in mind – Creating an investment platform to support all aspects of the trade lifecycle
- David Weaire, Head of Operations, Investec Asset Management

SECTION 4


PEOPLE

4.1 ROUNDTABLE: New roles and skills for a 21st century digitalised world - more value-add work, data analytics, and data insight
Moderator:
- Ursula Schliessler, Financial Services and Investment Management Executive, former Chief Administrative Officer, Legg Mason
Panellists:
- Luke Venables, Chief Operating Officer, Venn Partners
- Mary-Patricia Hall, Head Regulatory Reporting & Oversight, Insight Investment
- Terry Yodaiken, Head of Distribution Business Support & Governance- EMEA, First State Investments

SECTION 5


FUTURE TRENDS

5.1 WHITE PAPER: The explosion of ESG consideration: incorporating in process, valuing to returns, reporting to stakeholders, and embedding in operational culture
- Ugo Bassi, Director, Financial Markets, FISMA Directorate-General, European Commission

Martha Fee

Chief Operating Officer, Northern Trust Asset Management

Mr. Vikramaaditya

Chief Transformation & Administration Officer HSBC Global Asset Management

Joseph Pinto

Global Chief Operating Officer, AXA Investment Managers

Markus Ruetimann

Chief Executive Officer, Hardy London

Thierry Saintot

Global Head of Data Management, Allianz Global Investors

David Weaire

Head of Operations, Investec Asset Management

Ursula Schliessler

Financial Services and Investment Management Executive, former Chief Administrative Officer, Legg Mason

Luke Venables

Chief Operating Officer, Venn Partners

Mary-Patricia Hall

Head Regulatory Reporting & Oversight, Insight Investment

Terry Yodaiken

Head of Distribution Business Support & Governance- EMEA, First State Investments

Ugo Bassi

Director, Financial Markets, FISMA Directorate-General, European Commission

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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

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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