REPORTS

Reports

Our research-based reports are the backbone of Clear Path Analysis and the foundation of our reputation, knowledge and contacts in the insurance asset management industry. Through ten years of publication, we’ve developed a rich database of expert-led reports covering issues including investment, operational, risk, finance, liquidity, compliance, and senior management matters that decision makers can rely on.

Upcoming Reports

  • Fund Technology, Data & Operations, Europe 2021

    • 18th January 2021

    • The Fund Technology, Data and Operations, Europe Report aims to address key concerns related to data management including the availability, quality, and maintenance of data. Thought leaders interrogate the meaning of ‘operational resilience’ has changed since March, and how it should be perceived moving forward; How employee selection will change as it is increasingly driven by the increasing use of technology; How the management of key operational risks and cyber security has developed during this time.

  • Data Management for Buy-Side Investors 2020 Report

    • 19th October 2020

    • The Data Management for Buy-Side Investors 2020 Report brings together Chief Operating Officers, Heads of Data Management, Investment Operations Directors, and Heads of Data Governance to discuss outsourcing data management, data governance frameworks and enterprise data management.

  • Fund Technology, Data & Operations, North America 2020

    • 14th September 2020

    • The Fund Technology, Data and Operations 2020 report features candid interviews with heads of operations and technology about the innovations and procedures that are changing the asset management industry.

  • The New Operating Environment: People, Processes, and Technology

    • 6th July 2020

    • The advancement towards greater use of technology has posed both an opportunity and challenge for many industries including the investment management sector. Technology is helping the investment industry to manage costs, improve efficiencies and effectiveness, but also creates new requirements for technology savvy operational professionals, ones keen to work in the finance sector. Lately the coming together of talent and technology to build resilient operating infrastructure, that is future fit and protects profitability, has become a burning priority for larger investment groups concerned by a stalling of growth and critical development projects.

      The New Operating Environment: People, Processes, and Technology special report produced in partnership with SimCorp,examines global developments in operating models from the perspective of investment industry leaders from around the globe. The report explores how the recent pandemic has impacted core operating approaches, the long-term changes driven by technology enhancements and evolving operating procedures, talent acquisition and retention in the front to back office, plus data and client reporting developments.

  • Operational Resilience for Buy-Side Investors 2020 Report

    • 1st July 2020

    • A special report following our ‘Operational Resilience for Buy-Side Investors’ virtual conference, examining the latest thinking towards operational risk management (identification and mitigation), and challenge perceptions on how to execute an optimal operational resilience strategy.

  • Fund Technology, Data & Operations, Europe 2020

    • 24th February 2020

    • The Fund Technology Data & Operations Europe 2020 report explores how these operating models are being designed to drive cost-efficiency decades into the future. To be future proof, the operations community must also grapple with how to align their investment strategy to ESG principles. As managers consolidate and reassess their outsourcing models, they explore the move from legacy IT to a more streamlined data architecture and consider how to hire and retain people with the technological know-how for operations roles in this context.

  • Fund Technology, Data & Operations, APAC 2019

    • 6th November 2019

    • The third annual Fund Technology, Data & Operations, APAC report examines the challenges of managing an asset and fund management company in the fast-evolving Asia-Pacific region. Together, we explore issues such as navigating the fragmented marketing mix, improving operational and administrative structures and technology and reporting to clients, senior management and regulators in a timely and efficient manner.

  • Alternative Fund Operations, Europe 2019

    • 14th October 2019

    • The Fund Technology, Data & Operations, North America 2019 report brings together UK and wider Europe based Chief Operating Officers, Heads of Operations and Operations Managers from Asset Management and Portfolio Management Organisations. The report tackles issues related to the relationship between automation and regulation, evaluates inhouse vs outsourcing approaches to innovation, focuses on data management and explores the benefits of using automation to facilitate and improve client engagement.

  • Fund Technology, Data & Operations, North America 2019

    • 9th September 2019

    • The sixth annual Fund Technology, Data & Operations, North America report brings together North American fund, asset and wealth managers, fund administrators, pension plans, insurance companies and other institutional investment groups to examine the challenges in building a comprehensive technology and data platform for the front, middle and back office, with an emphasis on user case study's and insights.

  • Risk Management, Treasury & Automation

    • 2nd August 2019

    • The Automating FX Investment Operations Report, is a bespoke Report produced in collaboration with and Sponsored by Goldman Sachs. Alongside our panel of contributors, we will explore the multi-facets of automation in operational FX, the benefits of reducing human touch and the future of automation in the institutional finance industry.

  • Global Shareholding Disclosures

    • 8th April 2019

    • The Global Shareholding Disclosures 2019 Report is a bespoke report produced in Partnership with Axiom SL, and will explore key topics such as ‘maximising outsourcing capabilities across global jurisdictions’, ‘managing quality of data in the reporting process’ and ‘navigating through the complexities of regulatory reporting in the APAC region’.