InvestOps Insights surveyed 300 CEOs, CIOs, Directors of Operations and other senior executives from across APAC, EMEA and North America regions, from asset management firms with an AUM of $500bn and below. Our survey seeks to determine how strategies have changed since 2024, given the current ecosystem of market and industry influences.

• Key Findings
• Methodology
• Chapter One – Strategic Priorities: Focus on the Core
• Chapter Two – Distribution Strategy Sharpens its Focus
• Chapter Three – Maximizing Efficiency Through Focus and Scale
• Chapter Four – Data and the Emerging Importance of AI
• Chapter Five – Supporting the Front-Office
• Conclusion

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