The power of three: How technology, service and expertise can transform investment operations
Investment and wealth managers are investing more in technology these days, but not necessarily with an optimal strategy that reaps expected efficiency gains and cost reductions. Technology alone only gets you so far.
You need the right operational ecosystem, experts and competent service support to work together to elevate operations. Co-authored with Meradia, this whitepaper explores this topic, offering helpful considerations and first-hand insight, and addresses the power of three elements— technology, service and expertise—working together to drive efficiencies, savings and advances.
Download the whitepaper
Register for free access to hundreds of resources. Already registered? Sign in here.
More related resources
Driving inefficiencies and risks out of post-trade operations
Next-generation, real-time technology to supercharge securities processing and make money work harder
An asset manager’s guide to choosing a managed services provider: Seven key criteria in selecting a provider
Managing IT infrastructure can take valuable time away from your core business. For asset managers, keeping up with technology, security and compliance is a constant challenge. That is why many are turning to managed services providers.
Connecting the office: Breaking down technology silos to optimize investment operations
Many asset and wealth management firms have grown their operational platforms organically, acquiring specialized systems over time to suit specific needs, resulting in a proliferation of disparate, fragmented applications.
Driving strategic transformation of investment operations
Managing operations as a seamless, front-to-back process is difficult, if not impossible, when a firm has disparate platforms for each of the functions that make up the investment process—often with different technologies that do not easily interoperate.
Real-time and historical market data: Priorities, preferences and the cloud
This paper focuses on firms’ current market data priorities, the asset classes and geographies they are looking to focus on in the near future, and the benefits they expect moving their historical market data storage and consumption to the cloud
