InvestOps USA 2020

March 17 - 19, 2020

Marriott Tampa Waterside

(+44) 207.368.9576

Whitepaper & Media Center

2019 North American InvestOps Report: Empowering Multi-Asset Front-to-Back Investment Operations

WBR Insights and SimCorp surveyed 100 Heads and Directors of InvestOps, and those of a similar standing in North America, to find out more about the challenges they face and the innovative solutions they bring to the table. The survey was conducted by appointment over the telephone. The results were compiled and anonymized by WBR Insights and are presented here with analysisand commentary by the InvestOps US community and SimCorp.


[Whitepaper] Investment Operations Survey Report 2019

For investment firms to compete in today's market a truly global 24/7 service must be provided with teams that can work from a centralized source of accurate, accessible, and timely investment data with a click of a button, but with Global Heads of Operations citing global scalability and legacy systems as some of their biggest challenges, how do firms ensure that they provide a modern service and reduce costs?


[Whitepaper] - Delivering on Your Clients' Expectations

In the future, the most important differentiator for an investment manager’s business will be the client experience that it delivers.  As the complexity of investment portfolios increases and investors become more sophisticated and demanding, the nature of communication between the organisation and the client needs to evolve.


[Whitepaper] - What Is Reporting Costing You?

In Q3 of 2018 SimCorp Coric commissioned WBR Insights to conduct research with 100 senior finance executives responsible for reporting and communication. The research prioritized buy-side firms, including: pension funds, insurance companies, wealth managers, and asset managers. The interviews were conducted by appointment over the telephone. WBR Insights aggregated and anonymized the results of the survey, and the resulting information is presented here along with analysis from SimCorp Coric.


Regulations to watch in 2019: Global Investment Funds

As part of a series of insight papers exploring the impact of regulation on its core client base, HSBC Securities Services takes a look at what lies in store for the global investment funds’ industry in 2019. In a world being reinvented by disruption and transformation, clients have been confronted with a number of significant regulatory changes over the last year.While some of these rules are introducing additional costs and barriers to the buy-side industry, other reforms – such as improvements to existing regulations and the roll-out of new cross-border passporting initiatives - have received awarmer reception from market participants. Nonetheless, the next 12 months could pose a number of challenges for asset managers and asset owners, as anew crop of regulations and market changes take hold


Operations as a Competitive Advantage for the Buy Side

In Q4 of 2017 SimCorp commissioned WBR Insights to conduct a survey of 100 Heads of Investment Operations based in North America. The research prioritised firms on the buy side, including Asset Management firms, Institutional Investors etc. Respondents to the survey were Directors/Heads of Investment Operations, Head of Derivatives Operations, Head of Securities Operations or others of an equal standing. The survey was conducted by appointment over the telephone. The results were compiled and anonymized and presented here with analysis and commentary from SimCorp and the WBR Insights research team.



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2019 Media Center