March 10 - 12, 2025
JW Marriott Grand Lakes, Orlando
In Q1 of 2024, WBR Insights surveyed 300 CEOs, CIOs, Directors of Operations and senior executives from across APAC, EMEA and North America regions, from asset management firms with assets under management (AUM) of $500bn and below. Our report seeks to determine how strategies have changed since 2022, given the current ecosystem of market and industry influences.
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This report presents a comprehensive analysis of the current outsourcing trends within the financial services sector. It details the extent to which firms are leveraging third-party services for a range of functions, from administrative tasks to specialized operations like technology integration and tax handling. The findings demonstrate that outsourcing is a standard part of operations in the sector, with 83% of the respondents claiming to outsource at least some part of the business to third-party contractors. However, the results also underscore the sector’s strategic shift towards outsourcing to not only enhance efficiency but also generate value and protect the bottom line.
In Q4 of 2023, WBR Insights surveyed 200 Directors of Investment Operations and similar across APAC, EMEA, and North America, to find out about the challenges they are facing. The report comprises three sections: looking at (1) how respondents are striking a balance between cost control and gaining a competitive edge, (2) the evolution in operating models, and (3) the technological innovations being brought to the table.