2019 Investment Operations Survey Report

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The 2019 Investment Operations Survey Report includes data and analysis to help investment managers gain a better understanding of the operational practices employed by peers across the globe. For this report, Clearwater partnered with WBR Insights to survey 200 operations leaders on their current operational infrastructures, the planning and deployment of cloud-based technologies, and priorities for the future.

Key findings include:

  • Global scalability through consolidated data is a key concern for operations leadership
  • Software-as-a-service is being widely adopted across the market
  • Firms typically take a hybrid approach of outsourced and internally owned middle- and back-office processes

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