Clear Path Analysis

Before growth via operational excellence, it's important to be prepared for the key stages along the way. Thanks to our industry experts for sharing their views in our new report supported by SS&C Advent on, “Meeting the operational challenges of growth and multi-asset class management”, available to download at

How can investment managers achieve slick, cohesive, and customisable system approaches to optimise their business operations and be prepared for growth?   In our new report, “Meeting the operational challenges of growth and multi-asset class management”, sponsored by SS&C Advent, our panel of senior investment professionals discussed the difficulties and opportunities in managing operational responsibilities when offering or investing in a cross-section of assets, and seeking to evolve and grow in the same period. Download your copy for free: https://lnkd.in/ejAFJpfG This bespoke report also explores whether ‘best-of-breed’ approaches are the best for operational efficiency, whether fund groups need to retain experience in-house and if the growth in private credit means companies think differently about some asset classes.   With thanks to our contributors for sharing their insights; Mike Frick, Nakul Nayyar, Douglas P. Dupont, CFA, James Parsons, Robert Serafin, Sean Finn, Li Cheng, CFA, FRM, FSA, MAAA, Chris W., Ahmad Henry, CAIA, Tom Humphries

📣CALLING ALL SENIOR MARKETING, EVENTS & BUSINESS DEVELOPMENT PROFESSIONALS IN INSTITUTIONAL FINANCE 📣 We invite you to join us from 08:30am - 10:35am on 13th November for a half-day seminar in London, to discuss the evolving demands on institutional investment management marketing teams, and explore key trends and factors driving the transformation of digital marketing strategies in the industry, plus the potential impact of AI. Attend for free: https://lnkd.in/eqCPCaiG

What does being a data-centric organisation mean in modern institutional investment?   In our latest report, Utilising Data Volumes: driving profitability, efficiency and risk management in partnership with Rimes, we explore why integrating data into every decision-making process is essential for your performance in the market and how a robust data strategy can keep you competitive – but what can go wrong if you don’t know what you’re doing.   Get your copy: https://lnkd.in/eQnGNdFx   The report features insights from Gayathri Pandurangan, Guillermo Donadini, Sahem Gulati, Robert Cataldo, CFA, and Rob Weber.   Download your free copy to learn why you should look at all parts of the data chain holistically - from integration to product management to futureproofing strategies to keep your business competitive in today’s fast-moving environment.   #rimestechnologies #utilisingdata #datamanagement #riskmanagement #dataefficiency #operationalefficiency #datastrategy #datachain #report

24 HOURS TO GO! Hear leading industry experts discuss the implementation of AI into business models, and how that would benefit the scale and differentiation within data management to improve and maximise the efficiency and tackle operational problems. Attend the webinar tomorrow, Tuesday 18th June: https://lnkd.in/eN-aNEq2 Join the debate alongside panelists Gayathri Pandurangan, Guillermo Donadini, Sahem Gulati, Robert Cataldo, CFA and Rob Weber, who will discuss how to support operations, technology and investment risk leaders of asset owners and asset managers in utilising data volumes, to drive pro­fitability, efficiency and manage risks for the enablement of company growth. Proudly sponsored by Rimes. #datavolumes #investmentmanagement #rimestechnologies #clearpathanalysis #AI #datamanagement #operationalefficiency #webinar 

The 'Effective ESG and Sustainability Investment Policies' report is now available to access for free online: https://lnkd.in/e9_j98pT Produced in partnership with Clarity AI, this bespoke report features exclusive insights from 16 investment group representatives, on major themes impacting ESG investment, operations, and reporting. Get your copy today! A special thanks to our contributors for sharing their perspectives: Ángel Agudo, Andri Stocker, Miriam Benarey, Claudia Roering, CESGA, Christian Schuetz, Brunno Maradei, CFA, Johannes Yong Böhm, Dr. Jörn von Elsenau, Laura Knirsch, Maren Schloesser, Matthaeus Fischer, Quentin Dehem, Dr. Stephanie Mooij, Thomas ROULLAND, CFA, FRM, CIPM, Jess Foulds, and Contributing Editor of Fund Operator, Sara Benwell. #ESGinvesting #sustainableinvesting #ClarityAI #ClearPathAnalysis #operations #reporting #investment #report

Join us online tomorrow morning at 9am and learn how insurers can navigate volatile and increasingly challenging global markets – with a specific focus on alternative fixed income and its potential benefits. Register for free today to receive your webinar access link: https://lnkd.in/eunUFxZG #insuranceinvestor #aegonassetmanagement #clearpathanalysis #insurers #fixedincome #alternativeinvestments #globalmarkets #webinar

Don’t miss the Utilising data volumes: Driving profitability, efficiency, and risk management webinar next week, on Tuesday 18th June at 9am EST / 2pm BST / 3pm CEST. Register today: https://lnkd.in/eN-aNEq2 Gayathri Pandurangan, Guillermo Donadini, Sahem Gulati, Robert Cataldo, CFA, and Rob Weber will share their insights, experiences and opinions on: ✅ What does being a data centric organisation mean in modern institutional investment? ✅ Does good data management mean capturing, retaining, and utilizing the widest set of data or focusing in on the best, most meaningful quality? How to discern? ✅ What are the key stages to organisational transformation to achieve operational excellence from a data driven approach? ✅ What are the challenges of scaling, managing the evolution of the product mix [for managers] and asset allocation profile [for asset owners], including private markets and ESG, from a data architecture stand point? Proudly sponsored by Rimes. #dataarchitecture #assetmanagement #riskmanagement #rimestechnologies #clearpathanalysis 

It's your LAST CHANCE to book your FREE PLACE to attend our bespoke webinar this Thursday, 13th June from 9am-10:20am, produced in partnership with Aegon Asset Management. Book now: https://lnkd.in/eunUFxZG Led by Mike Chappell, Angel Kansagra, Patrick Saner, CFA, George Arian Nijborg, and Andrew Putwain, during this webinar you will: 💡 Learn how insurers can navigate volatile and increasingly challenging global markets 💡 Explore the potential benefits of alternative fixed income 💡 Question how insurers should prepare for a market turn when risk assets are back in favour 💡 Evaluate rate cuts and how to manage core bond portfolios in the current environment.   #fixedincome #riskassets #investmenttrends #insuranceinvestor #insuranceassetmanagement #aegonassetmanagement #clearpathanalysis

The 'Utilising data volumes: Driving profitability, efficiency, and risk management' webinar will discuss the implementation of #AI into business models, which could benefit the scale and differentiation within data management to improve and maximise the efficiency and tackle operational problems. Register now: https://lnkd.in/eN-aNEq2 Proudly produced in partnership with Rimes. #riskmanagement #datavolumes #rimestechnologies #clearpathanalysis #AI #assetowners #assetmanagers