Whitepaper & Video Center

Modernising Data in Capital Markets: Strategies for Resilience, Compliance and Scale

This free report highlights how industry leaders are tackling complexity, from governance and compliance to operational innovation. InvestOps Insights surveyed 100 senior executives to uncover 1) where firms are focusing investment, 2) the biggest barriers to modernising data operations and 3) best practices driving next-generation post-trade systems. A must-read for Operations leaders, data specialists, technology executives, and anyone responsible for shaping the future of post-trade infrastructure.

The InvestOps USA 2025 Post-Event Report

Whether or not you attended InvestOps USA 2025, this report includes highlights from our sessions, information on the key topics and exclusive data collected through our on-site polling. Here, we explore the critical areas shaping the future of investment operations. These include building next-generation operating models to streamline workflows and ensure compliance, leveraging cutting-edge technologies to transform front-to-back cross-asset operations, and developing advanced data management and analytics infrastructures.

Investment Management 2025: Simplify, Innovate, Transform

InvestOps Insights surveyed 200 Directors of Investment Operations and similar across APAC, EMEA, and North America, to find out about the challenges they are facing. The report itself is split in six, looking at respondents’ views on strategic priorities for 2025, the impact of data, the resilience of operating models, the front office, the focus on core business and the potential of AI in investment management.

[Research Paper] Navigating Investment Operations in 2023 and Beyond

Navigating Investment Operations in 2023 and Beyond: How the Buy Side is Responding to Data, Reconciliation and Technology Challenges. In Q1 of 2023, WBR Insights, in association with Gresham Technologies (Gresham) surveyed 200 heads of investment operations and similar roles at buy-side firms across APAC, UK, Europe and North America to gain a greater understanding of the operations challenges firms are facing.