InvestOps USA 2018

March 26-March 27, 2018

Grand Hyatt Tampa Bay


Whitepapers and Reports

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.

Investment Operations - Regulatory Compliance

Buy-side Firms Must Invest in IT to Meet Challenges of Regulatory Compliance.
The wave of new challenges hitting buy-side firms are impacting the ways in which they operate greatly. Amidst the rising number and increasing complexity of new regulation, buy-side firms and administration companies around the globe are left scrambling to keep up with changes in order to minimize risk, and guarantee compliance at the lowest cost and with the lowest operational impact.

Read the full article here

Will Blockchain Technology Revolutionize Buy-side Operations?

This article explores Blockchain technology and reveals how it is likely to effect buy-side operations. Also find out:

- Blockchain and the Buy-side

- Savings and Efficiencies

- Existing Projects and Trials

- Industry predictions

Read the full article here

Realizing Growth Through Operational Agility

Both IT and Operations are critical to success in the investment management industry today, and either facilitate or frustrate a firm’s performance: Achieving superior operational agility allows you to pursue the full range of growth strategies while operating more efficiently than competitors, ultimately yielding “operational alpha”. In this report, we assess the degree of operational agility in buy-side firms, as well as the degree of confidence that executives have in the ability of their investment platform to support growth.

2017 Event Highlights

In March 2017, Tampa transformed into a buy side investment operations hub for 2 days. With 169 total attendees and over 50% of them representing buy side heads of investment operations, InvestOps Leaders Summit delivered on its promise to create the market leading buy side event.