Menu

As investors demand more transparency on operational output and access to information and compliance procedures, investing in high class technological capabilities is widely seen as a necessity for fund and asset management groups to thrive and compete.

The sixth annual Fund Technology, Data & Operations, North America report brings together North American fund, asset and wealth managers, fund administrators, pension plans, insurance companies and other institutional investment groups to examine the challenges in building a comprehensive technology and data platform for the front, middle and back office, with an emphasis on user case study's and insights.

Don't miss out on your free copy of this Report. Sign up to be the first to know when the Report is released.

Share with others:

SECTION 1


ADVANCEMENTS IN CLIENT RELATIONS

1.1 INTERVIEW: New Digital Capabilities Brings Stronger Insights and Transparency
- Ryan Burns, Head of GFS North America, Northern Trust
- John Abunassar, Head of the Institutional Client Group, Northern Trust Asset Management

1.2 INTERVIEW: What role is social media playing in asset management today?
- Ravi Misquitta, SVP, Marketing Strategy & Technology, Franklin Templeton

1.3 INTERVIEW: Streamlining the client onboarding process
- Carol Kuha, Global Head, Institutional Services, RBC Global Asset Management

1.4 INTERVIEW: The secret to providing timely, accurate, complete and compliant information for your clients
- Marcia Morgan, Head, Global Technology Operations, RBC Global Asset Management

SECTION 2


STREAMLINING THE OPERATIONAL PROCESS

2.1 INTERVIEW: The Evolution of Outsourcing: How Technology Has Altered the Landscape
- Dan Houlihan, Head of Asset Servicing, Americas, Northern Trust
- Jonathan Brodsky, Principal and Founder, Cedar Street Asset Management

2.2 INTERVIEW: Data Integrity – The key to operational efficiency and automation
- Linda Mastrobattisto, Chief Data Officer, Conning

2.3 INTERVIEW: Managing investment risk and enforcing investment policies
- John P. Hockers, Co-Head of Investment Analytics, Wells Fargo Asset Management

SECTION 3


THE NEXT ITERATION OF ASSET MANAGEMENT

3.1 INTERVIEW: Innovations in the insurance industry
- Jason Engelbrecht, Chief Technology Officer, Munich Re

3.2 INTERVIEW: Big tech helping small funds manage assets and communicate with investors
- Joy Schoffler, Executive Chair, FinTech Professionals Association

3.3 INTERVIEW: Utilizing technology to manage the complexities of ETFs
- Luke Oliver, Head of Index Investing Americas, DWS Group

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $10.8 trillion in assets under custody and $1.2 trillion in assets under management, we serve the world’s most-sophisticated clients – from insurance companies, corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

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