Institutional Investor’s Sam Knox and SS&C Advent’s Valerie LaBarge unpack findings from a new research study on how investment management firms are approaching technology today. They explore where firms feel the most pressure, how teams are prioritizing modernization, and why integration and data management are rising to the top of tech roadmaps.
Sam breaks down the key insights from the survey and executive interviews, while Val shares real-world client perspectives on modernization mindsets, alignment across teams, and the growing demand for personalization. Together, they highlight the trends shaping the next generation of investment technology and what firms should consider as they plan ahead.
To dive deeper into the data, be sure to read the full research report, The Next Generation of Technology for Investment Management.
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