Menu

Increased reliance on automation, technology and outsourcing is not a new feat in the asset management industry. That being said, the importance of operational functionality and resilience has been propelled to the forefront of our minds since March 2020, due to the changes to the way we work caused by the onset of the novel coronavirus pandemic.

The Fund Technology, Data and Operations, Europe 2021 Report proceeds the annual Fund Management Operations Virtual Summit, and aims to address key concerns related to data management including the availability, quality, and maintenance of data. Thought leaders interrogate the meaning of ‘operational resilience’ has changed since March, and how it should be perceived moving forward; How employee selection will change as it is increasingly driven by the increasing use of technology; How the management of key operational risks and cyber security has developed during this time.

This report brings together UK and wider Europe based Chief Operating Officers, Heads of Operations, Chief Technology Officers, and Heads of Data Management from Asset Management Organisations. The report facilitates discussions between thought leaders related to operational resilience, operational risks and cyber security, and emerging technology data considerations.

Download
Report Free

Share with others:

SECTION 1

PLANNING FOR THE FUTRE OF FUND OPERATIONS

1.1 WHITEPAPER: Operational resilience and the coronavirus: how did firms bounce back and what could they have done better?
- Gianluca Pescaroli, Assistant Professor, Institute for Risk and Disaster Reduction, University College London

1.2 ROUNDTABLE DEBATE: Future-proof technology solutions: modular “plug and play” fintech approach or outsourcing to a full-service provider
Moderator:
- Sara Benwell, Editor, FundOperator.com
Panellists:
- Christina Schack, Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management
- Matthew Oakley, Head of Asset Management Technology, UBS
- Sponsor representative: Bernard Fripiat, Director, Channel Play, Simcorp

SECTION 2

OUTSOURCING & OPERATIONAL RISK MANAGEMENT

2.1 WHITEPAPER: Operational risk and resilience: managing risk amid natural disasters and market turmoil
- Marcel Prins, Chief Operating Officer, APG Asset Management

2.2 WHITEPAPER: Operational risk and resilience: managing risk amid natural disasters and market turmoil
- Steve Forbes, Head of Product Management (Cyber), Nominet

2.3 ROUNDTABLE DEBATE: Outsourcing and service providers – managing a key operational risk
Moderator:
- Sara Benwell, Editor, FundOperator.com
Panellists:
- Wajid Khan, Chief Operating Officer, Nemesis Asset Management
- Nishil Patel, Chief Operating Officer, Origin Asset Management
- Lorraine Dryland, Chief Information Security Officer, First Sentier Investors

SECTION 3

DATA MANAGEMENT & TECHNOLOGICAL DISRUPTION

3.1 WHITEPAPER: Investment Data Management and the growth of Data Virtualisation
- Jesse McDaniel, Senior Engineer, Finbourne

3.2 ROUNDTABLE DEBATE: Data as a service v control and ownership
Moderator:
- Sara Benwell, Editor, FundOperator.com
Panellists:
- Mary-Patricia Hall, Head of the Data Management Office, Insight Investment
- Mark Gillan, Head of Operations, AJ Bell
- Davina Goodhall-Smith, Chief Operating Officer – EMEA, Nikko Asset Management Europe
- Sponsor representative: Michael Shean, Insurance SME, Clearwater Analytics

3.3 INTERVIEW: Technology and disruption on operations people: what is the future of operations in the fund industry, how to prepare for the big change?
- Guillaume Lesage, Global Head of Operations, Services & Technology, Amundi

3.4 WHITEPAPER: Proliferation of systems – move to one data management system for optimal data integrity
- Matt Goldsmith, Senior Manager, EY

Gianluca Pescaroli

Assistant Professor, Institute for Risk and Disaster Reduction, University College London

Christina Schack

Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management

Matthew Oakley

Head of Asset Management Technology, UBS

Bernard Fripiat

Director, Channel Play, Simcorp

Marcel Prins

Chief Operating Officer, APG Asset Management

Steve Forbes

Head of Product Management (Cyber), Nominet

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

Nishil Patel

Chief Operating Officer, Origin Asset Management

Lorraine Dryland

Chief Information Security Officer, First Sentier Investors

Jesse McDaniel

Senior Engineer, Finbourne

Mary-Patricia Hall

Head of the Data Management Office, Insight Investment

Mark Gillan

Head of Operations, AJ Bell

Davina Goodhall-Smith

Chief Operating Officer – EMEA, Nikko Asset Management Europe

Michael Shean

Insurance SME, Clearwater Analytics

Guillaume Lesage

Global Head of Operations, Services & Technology, Amundi

Matt Goldsmith

Senior Manager, EY

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

SimCorp provides integrated, multi-asset investment management solutions to the world’s leading investment managers. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric® and SimCorp Gain™ support the entire investment life cycle, including data management and client communication, and is based on a market-leading IBOR.

FINBOURNE Technology was founded with the mission to reduce the cost of investing and increase transparency for everyone. We’re doing this with LUSID, our open cloud-based investment data management system (IDMS) which modernises how investment data is managed; and with Luminesce, our data virtualisation platform solving the issue of centralised and secure access to disparate data sources. Our solutions service the entire investment management industry from start-up fund managers to global investment institutions.

With over 20 years delivering Investment Administration oversight software, Financial Risk Solutions Ltd (FRS) is a trusted technology partner to asset managers, life assurance and wealth management firms worldwide. Led by an expert team of actuaries, compliance and IT specialists, clients license FRS’s Invest|Pro™ Oversight software to help navigate the ever-changing challenges of growth, regulatory pressures and competition in the industry. The award-winning* InvestProTM platform is relied on by over 65 blue-chip financial services and BPO clients to reduce operational costs, increase efficiencies and mitigate risk in the manufacture and management of investment products. More than150,000 funds are managed on the Invest|Pro™ platform today. Delivered on-premise or cloud-hosted, Invest|ProTM securely automates multiple complex fund administration processes including oversight, NAV, unit-pricing, cash allocation and rebalancing; and NAV validation of operational activity performed by outsourced partners; and in Europe monitoring and reporting for PRIIPs, KID requirements, and Pillar III asset reporting for Solvency II. FRS is part of the Constellation Software Inc. group and headquartered in Dublin, Ireland, with offices in Hong Kong and Sydney. For more information visit frsltd.com or follow FRS on LinkedIn at www.linkedin.com/company/frs-ltd *2020 Asia Risk.net GRC product of the year, 2019 - Best Solvency II Tech Solution - Insurance Asset Management Awards, Pensions Technology Provider of the Year - Irish Pensions Award, 2017 & 2018 – Tech Firm of the Year – Insurance Asset Management Awards, 2016 – Tech Provider of the Year, Governance Risk and Compliance – Risk.Net Awards.

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

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