Digital Finance: The impact of Technology On All Aspects of Asset Management 2023 | CFA Society New York | 18 January 2023 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

join us for a moderated discussion about Digital Transformation, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution, investment strategy, and infrastructure & operations.

Clients: Digital Transformation is key to strengthening investor relationships and delivering tailored experiences, without losing the hands-on touch. According to EY, Digital channels allow firms to connect more frequently, flexibly, and engage with a wider range of clients. Client-centric digital distribution can help understand investors demands through analytics, engage investors through digital marketing, and inform investors about strategies and performance in real time.

Investing: Digital leaders in the investment management space benefit by automating compliance with portfolio guidelines and improving analytics pre and post trade. According to refinitiv, a surge in investor interest in alternative data, particularly ESG data, presents new opportunities leading asset managers to evolve their processes and look for new analytics solutions.

Operations & Technology: In North America, operations and technology costs for asset managers have grown twice as fast as total expenses in the last 10 years, according to McKinsey. Many firms have tried to manage complexity by expanding and patching legacy platforms that are not optimized for growth in a digital era. Digital leaders think of operations and technology as a unified function, and invest aggressively in modernizing old infrastructure, and leveraging next-gen capabilities.

Additional Details
Learning Outcomes

• Understand how LP demands are changing with the advent of more powerful technology
• Understand how GPs are able to drive interesting conversations with LPs, leveraging digital tools
• Discuss how investors are using alternative data and technology to create a competitive advantage
• Explore where Digital Transformation investments are core to investment strategies today, or if they are strategic future investments
• Investigate how fund managers are remaking their operating platforms using technology

2023 Speakers

Christopher Flens-Batina
Vice Chair, Business Management Thought Leadership Group

Krishna Gottipaty
Senior Managing Partner, Gartner Consulting

Mark McQueeney, CFA
Founder, nDecision Technologies LLC

Sean Slotterback
Managing Partner, Up Research

Santosh Balachandar, CFA
Financial Services Professional, JP Morgan

2023 Partners

PLATINUM PARTNER:
• Yieldstreet

GOLD PARTNER:
• Lord Abbett

SILVER PARTNER:
• MSCI