The 2024 State of Investment Data Management Study

In the Spring of 2024, we surveyed asset owners and managers to reveal valuable insights into the current and future trends of investment data management.

With contributions from 130 investment professionals including asset managers, wealth managers, hedge funds, and OCIOs, this survey represents a broad spectrum of AUM ranges and reflects the diverse strategies and challenges confronting investment professionals in today’s complex market.

Key Highlights:

• Uncover the reasons why client engagement is now the dominant driver of investment flows.
• Recognize the importance of organic investment performance in driving AUM growth.
• Explore the trends towards tech outsourcing and the benefits of employing advanced third-party tools to gain market leadership.

Fill out the form on the side of this page to download our full report and read the additional takeaways of this study!