InvestOps

Check out the event: https://lnkd.in/gHNDxdUh Learn how new developments in reconciliation tools can enable you to streamline and automate record-keeping processes across complex data sets from our fireside chat at InvestOps Europe 2024! Our industry experts:  Matthew Giordmaina | Man Group  Moderator: Virginie O'Shea | Firebrand Research #middleoffice #backoffice #investops #investmentoperations

How will AI and automation shape the future of investment operations? Join us at InvestOps Connect USA to find out in a must-attend presentation: The Role of AI and Automation in Shaping the Future of Investment Operations In this session, Arul Subramanian, CSM, CISSP, Head of Information Security at Geode Capital Management, will dive into: - Streamlining processes and reducing costs through AI and automation - Leveraging AI for data analysis and predictive insights - Innovating and quickly adapting to market changes - Personalized client experiences to meet the growing demand for tailored services 🔗 Learn more about InvestOps Connect USA here: https://bit.ly/3xRcJz3 #InvestOpsConnect #AI #Automation #InvestmentOperations

Register for InvestOps Europe: https://lnkd.in/e5HBWrYD With the Digital Operational Resilience Act coming into force in Europe in 2025, you won’t want to miss out on this panel discussion on how you can build more robust risk mitigation capabilities into your digital and operational processes.  Our speakers will be answering questions such as: 🟥 How is your Ops function collaborating with IT and Security teams to ensure that new technologies and digital infrastructures have robust resilience measures inbuilt?   🟥 How are you reviewing your existing tools and tech stack to ensure that all systems are DORA compliant?  🟥 How are you tying in the new DORA regulation with existing Operational Risk and Resilience measures?  🟥 What are the changing skillsets needed to build a DORA culture within your teams?    Panelists:  Sandi McNamara | Morgan Stanley Investment Management Samantha Taylor-Smith | Capital Group Moderator: Virginie O'Shea | Firebrand Research   #middleoffice #backoffice #investops #investmentoperations   

See InvestOps EU brochure: https://lnkd.in/ePewKf86 Expansion into Private Markets has been identified as a major Buy Side priority and the impact of supporting new, more complex trading strategies falls with Operational teams. InvestOps are pleased to announce our expert panel of speakers tackling key considerations when operating in private markets: Thomas Vinding, Head of Investment Operation | Nordea Asset Management   Claire George, Chief Operating and Technology Officer | Savills Investment Management Andries Diener, Executive Director, Investment Operations | IFM Investors  Ben Iremonger, CA, CFA, Director, Operational Due Diligence Private Markets | UBS Global Wealth Management Moderator: Martha Fee, Industry practitioner and former COO | Independent #middleoffice #backoffice #investops #investmentoperations

Check out the event brochure: https://lnkd.in/eMMp3DnB Join us at this year’s InvestOps Europe to learn more about how you can continue to develop the trajectory set by T+1 to create new capabilities that will support ‘Real Time’ T0 trading and settlement, delving into topics such as: 🟥 What are the major blockers that prevent T0 settlements a reality today?   🟥 Once the regulation is in place for T+1 across Europe, how feasible & what should be the timescale in terms of moving towards real time settlement?  🟥 What major technology and data innovations will be critical when it comes to developing a T0 Operating model? Check out our experts before the event:  John Walsh | Fidelity Investments   Lia Oyman | Franklin Templeton Alex Chow | The Investment Association  Moderator: Bill Gourlay | Independent Consultants Network #middleoffice #backoffice #investops #investmentoperations 

Secure your ticket here: https://lnkd.in/e5HBWrYD Join us at this year’s InvestOps Europe as we discuss how you can enable greater data connectivity and standardisation to best support the rise in multi-asset investments!    Our experts Matthew Giordmaina, Head of Reconciliation, Investment Operations at Man Group, and moderator Martha Fee, Industry Practitioner and Former COO will go into: ✔️ To what extent is it possible to standardise and integrate data sources covering multiple asset classes?   ✔️ What are the major challenges of standardising cross-asset data sources, and how can you best overcome these challenges to reduce complexity?  ✔️ Do you have a cross-asset data strategy and technology platforms that enable a single view over multi-asset trading, or is cross-asset data kept in siloed systems? #middleoffice #backoffice #investops #investmentoperations   

𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗱𝗼𝗲𝘀 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗳𝗮𝗰𝗲 𝘄𝗵𝗲𝗻 𝗶𝘁 𝗰𝗼𝗺𝗲𝘀 𝘁𝗼 𝗼𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴 𝗶𝗻 #𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀? As outsourcing becomes more critical, financial services firms are increasingly concerned about potential risks. https://bit.ly/4bAX2tO Our survey with WTax reveals that 𝟵𝟬% 𝗼𝗳 𝗳𝗶𝗿𝗺𝘀 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗮𝗻𝗱 𝗽𝗿𝗶𝘃𝗮𝗰𝘆 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀, 𝘄𝗵𝗶𝗹𝗲 𝟳𝟰% 𝘄𝗼𝗿𝗿𝘆 𝗮𝗯𝗼𝘂𝘁 𝗵𝗶𝗴𝗵 𝗼𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴 𝗰𝗼𝘀𝘁𝘀 𝗮𝗻𝗱 𝗹𝗮𝗰𝗸 𝗼𝗳 𝗥𝗢𝗜. Given the sensitive nature of their work, financial firms must carefully evaluate third-party partners to ensure they meet stringent security standards, especially when sharing clients' personal data. How does your firm navigate these challenges? Let's discuss! https://bit.ly/4bAX2tO #financialservices #finance #investops

Exciting news! The full agenda for InvestOps Connect USA 2024 has just been released, and it's packed with cutting-edge content for buy-side executives: https://bit.ly/3WRrVFW Join your peers this November 20-22 at the Hilton Hotel in West Palm Beach, FL for an exclusive gathering of industry leaders from Fidelity Investments, American Family Insurance, Charles Schwab, Liberty Mutual Insurance, Blackstone, MassMutual, Geode Capital Management, Goldman Sachs, and more. Key focus areas this year include: - Empowering Decision Makers: Leveraging Comprehensive Data and Advanced AI Tools to Improve Business Agility - Constructing A Resilient Tech Stack For Enhanced Operations - Transitioning To T + 1: Troubles, Truths, And Triumphs Don't miss this opportunity to connect with and learn from the best in the industry. Download the full agenda here: https://bit.ly/3WRrVFW #InvestOps #BuySideExecutives #FinancialInnovation #AI #BusinessAgility #TechStack

We're delighted to share a snippet of the InvestOps Europe 2024 event brochure! Make sure you check out the full brochure here: https://lnkd.in/ePewKf86    Discover the impressive speaker line-up, the variety of interactive learning formats, and all the networking opportunities available at the world’s leading investment operations conference.     Join us this September, as we provide you with the opportunity to connect with leading buy-side COOs and heads of investment operations from leading asset managers, pension funds, asset allocators, hedge funds and other buy-side firms!    A very big thank you to some of this year's speakers!    Our sponsors: AccessFintech-Acuity Knowledge Partners-Alpha FMC-Amundi-Appian Corporation-Arcesium-Bloomberg-BNY-Cassini-Davies - Consulting Division-Delta Data-The Depository Trust & Clearing Corporation (DTCC)-Duco-Enfusion-FactSet-FIA Tech-Finastra-FINBOURNE Technology-FundGuard-Fund Recs-Gresham Tech-HUB-Indus Valley Partners-J.P. Morgan-Limina IMS-Linedata-MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers-PATRONAS Financial System-S&P Global-Saphyre-SimCorp-SS&C Technologies-State Street - Strata-Temenos-WTax #middleoffice #backoffice #investops #investmentoperations

Find out more about InvestOps Europe: https://lnkd.in/gHNDxdUh As firms expand their outreach into a diverse range of new and complex asset classes, we will be asking the question of how you ensure your operating model is equipped to service an ever-broadening portfolio of investment instruments and products. Our panelists will cover: 🟦 To what extent is a drive for more diverse investment opportunities necessitating an overhaul of operational capabilities?  🟦 How can you best integrate capabilities in traditional asset classes with new capabilities in alts to ensure the seamless processing of multi-asset funds?  🟦 How can the Ops function become an enabler for business value by upgrading capabilities in emerging asset classes? Check out our speakers ahead of time: Jessica Ciavucco | Man Group   Ryan Atkinson | Intermediate Capital Group (ICG)   Neil Colquhoun | Baillie Gifford  Matthew Goldblatt |  J.P. Morgan  Marcela Crossman | SS&C Technologies  Moderator: Sean Kennedy | Alpha FMC    #middleoffice #backoffice #investops #investmentoperations