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The InvestOps USA 2025 Post-Event Report

Whether or not you attended InvestOps USA 2025, this report includes highlights from our sessions, information on the key topics and exclusive data collected through our on-site polling. Here, we explore the critical areas shaping the future of investment operations. These include building next-generation operating models to streamline workflows and ensure compliance, leveraging cutting-edge technologies to transform front-to-back cross-asset operations, and developing advanced data management and analytics infrastructures.

Investment Management 2025: Simplify, Innovate, Transform

InvestOps 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 itself is split in six, looking at respondents’ views on strategic priorities for 2025, the impact of data, the resilience of operating models, the front office, the focus on core business and the potential of AI in investment management.

DRIVING GROWTH IN ASSET MANAGEMENT 2024

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.

Global Wealth Manager Case Study

Discover how a Global Wealth Manager captures market share and new advisor loyalty with fast, light touch portfolio management tools supported by a high performance OMS and trading engine. Download this free case study today to find out how you can optimize your operations.

UMB Fund Services case study

Discover how Linedata enables back-office transformation at UMB Fund Services. Download this free case study today to find out how you can optimize your operations.

Outsourcing & Tax Trends in the Financial Sector

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.