Methodology
Capital markets firms are rethinking data infrastructure to stay ahead of regulation and AI.
Across capital markets, firms face rising regulatory demands while striving to harness data for competitive advantage. Many are re-evaluating their infrastructure, strengthening data governance, and exploring practical AI applications to improve operational resilience and control.
To understand how industry leaders are navigating this shift, we surveyed 100 senior executives in partnership with InvestOps. The findings reveal where firms are prioritizing investment, the barriers they face in modernizing data operations, and the emerging best practices that are shaping the next generation of post-trade infrastructure.
This report distils these insights, with commentary from Gresham and the InvestOps community. We will explore these themes further at InvestOps Europe in October.
What best describes your job title?
Head/VP/Director of Operations/Investment Operations
Chief Operating Officer
CTO/Head/SVP/Director of Technology
Chief Investment Officer
Chief Risk Officer/Chief Compliance Officer
What are your organization's global assets under management in US dollars?
Over $500 billion
$10 billion - $50 billion
$51 billion -$100 billion
$101 billion - $250 billion
$251 billion - $500 billion
What is your organization's primary business?
Asset Management
Hedge Funds
Fund Administrators and Outsourcing Providers
Insurance and Insurance Asset Management
Sovereign Wealth Funds and Family Offices
Which region are you currently working in?
North America
Europe
APAC
Where is your organization based?
Click on the flags for more information
Where is your organization based?
USA
UK
Canada
Scandinavia
Benelux
Iberia
France
Germany
Switzerland
Singapore
Australia
Poland
Malaysia
Thailand
Hong Kong
