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The advancement towards greater use of technology has posed both an opportunity and challenge for many industries including the investment management sector. Technology is helping the investment industry to manage costs, improve efficiencies and effectiveness, but also creates new requirements for technology savvy operational professionals, ones keen to work in the finance sector. Lately the coming together of talent and technology to build resilient operating infrastructure, that is future fit and protects profitability, has become a burning priority for larger investment groups concerned by a stalling of growth and critical development projects.

The New Operating Environment: People, Processes, and Technology special report produced in partnership with SimCorp, examines global developments in operating models from the perspective of investment industry leaders from around the globe. The report explores how the recent pandemic has impacted core operating approaches, the long-term changes driven by technology enhancements and evolving operating procedures, talent acquisition and retention in the front to back office, plus data and client reporting developments.

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SECTION 1: ROUNDTABLE DEBATE - NORTH AMERICAN PERSPECTIVES

Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Panellists:
- John Simone, Managing Director, Head of Insurance Solutions, Voya Investment Management
- Molly Shannon, Member of the Executive Committee and Product Innovation Committee, Wellington Management
- Todd Needham, Director of Business at Loomis, Sayles & Company
- Todd Yule, Vice President, Technology Operations, British Columbia Investment Management Corporation
- Sallie Squire, Chief Administration Officer, Wells Fargo Asset Management


SECTION 2: ROUNDTABLE DEBATE - ASIA-PACIFIC PERSPECTIVES

Moderator:
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Panellists:
- Dean Chisholm, Regional Head of Operations, Asia Pacific at Invesco Asset Management (Hong Kong)
- Paul Tsironis, Head of Fund Statutory Reporting, IOOF Superannuation, IOOF Holdings (Australia)
- Alison Anthony, Chief Risk Officer and Company Secretary, LUCRF Super (Australia)
- Philip Inglis, Head of Controls, Innovation and Change at Eastspring Investments (Singapore)
- Shintaro Nagao, Head of Advanced Technology and Data Intensive Science at Daiwa Asset Management (Japan)
- Takahiro Ono, Director of Risk and Business Continuity Management at Mitsubishi Insurance Corporation (Japan)


SECTION 3: ROUNDTABLE DEBATE - EUROPE PERSPECTIVES

Moderator:
Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com

Panellists:
- Aileen Mathieson, Global Head of Clients, Aberdeen Standard Investments (UK)
- Carsten Mumm, Chief Economist and Head of Capital Market Risk Analysis, Donner & Reuschel (Germany)
- Jos Gilsbers, Head of Balanced Portfolios, ASR Nederland Insurance (Netherlands)
- David Czupryna, Head of ESG Development, Candriam (France)

- Bernard Aybran, Directeur Général, Invesco France (France)

SECTION 4: WHITEPAPER: TOPIC TO BE CONFIRMED

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market leading IBOR. SimCorp invests around 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across Europe, North America, and Asia Pacific. For more information, please visit www.simcorp.com.

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:

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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

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