Linedata’s Tenth Global Asset Management Survey Highlights Operational Resilience and Lasting Value in an Uncertain World
The 2021 edition conducted in partnership with Aite Novarica
identified some key trends:
- Sixty seven percent of respondents have prioritized the
integration of ESG factors into their investment strategy.
- 35% of firms reported being most concerned about how
cybersecurity will impact their business.
- More than 62% of respondents agree AI and ML use cases have
Today, Linedata (Euronext Paris: LIN), a global provider of
asset management and credit technology data and services,
unveiled its tenth Global Asset Management Survey Report in
partnership with leading financial services insights and advisory
firm, Aite Novarica. The survey highlights the current state of
the industry, operational and technology trends that are shaping
day-to-day practices and how the industry will continue to
Since the last survey was conducted, in 2019, much has changed
from a global, regional and industry perspective. As the world
navigates the changing nature of modern day investing and
ever-evolving customer needs, there are a few factors that are
clearly shaping asset management – ESG, cybersecurity,
transparency, artificial intelligence and machine learning.
“Over the last two years, asset managers have had to
reprioritize their business operations and make a dramatic shift
that focused more on innovative options, risk management solutions
and creating a greater sense of transparency with employees and
clients,” said Linedata’s Global Head of Asset Management,
Gary Brackenridge. “As we look to continue successfully
navigate the changes to come, we must focus on integrating
solutions into portfolios that align with organizational and
Key findings from Linedata’s 2021 Global Asset Management Survey
- More global managers look to offer ESG integrations, but
challenges remain – While 67% of respondents have prioritized
the integration of ESG factors into their investment framework, 30%
believe the integration into portfolios is a lower priority.
- Overall, survey respondents have incorporated ESG integrations
by creating a centralized ESG team (46%), receiving a score from an
ESG rating company (43%) and becoming affiliated with sustainable
investing organizations globally and regionally (42%).
- Additionally, respondents cited ESG integrations are a lower
priority for the following reasons: lack of client demand (33%),
lack of industry standards (31%) and two respective groups believe
there is deficient training and support, and the “death of” ESG
data and scoring (each totalling 29%).
- Mitigating cybersecurity risk rounds out top challenges in
investment management – With threats on the rise, 35% of firms
reported being most concerned about how cybersecurity will impact
their business, a change from 2019 where that was not a top 3
- In addition to heightened focus on cybersecurity, managing risk
ranked as the second biggest concern (29%), followed by vendor
oversight (26%). All of which, can be closely tied together.
- In 2019, investment performance (34%), attracting new clients
(34%) and operational efficiency (33%) were noted at the top three
challenges in investment management.
- Artificial Intelligence and Machine Learning see growth
in deployment for operations and compliance use cases – More than
62% of respondents agree AI and ML use cases have grown
- Of those surveyed, the population with the highest adoption
rate are focused on regulatory know your customer (KYC)/anti-money
laundering (AML) requirements (70%) and portfolio and risk
- Transparency is quickly becoming a critical part of a firm’s
identity – The path to differentiation is beginning to
diversify, 20% cited risk management as a key differentiator,
followed by investment performance (19%), transparency (16%),
innovation (12%) and cost structure (10%).
For the asset management industry, resiliency and adaptability
to the shifting landscape is crucial for success. The COVID-19
pandemic has shifted demand, making the future of the industry
refocus and emphasize its attention on technology that will drive
forward customer and client satisfaction, as well as operational
simplicity across the board. The asset management industry will
continue to see a surge in environmentally focused investments and
products with the emphasis on simplifying and digitizing antiquated
With 20 years’ experience and 700+ clients in 50 countries,
Linedata’s 1100 employees in 20 offices provide global humanized
technology solutions and services for the asset management and
credit industries that help its clients to evolve and to operate at
the highest levels.
Headquartered in France, Linedata achieved revenues of EUR 161.0
million in 2020 and is listed on Euronext Paris compartment B
FR0004156297-LIN – Reuters LDSV.PA – Bloomberg LIN:FP.
About the Linedata Global Asset Management Survey
The Survey was deployed online during May and June 2021. The
respondents are 200 asset managers, hedge funds, fund
administrators, banks, wealth managers and custodians across
Europe, North America and Asia. The purpose of the Survey was to
identify the challenges and priorities for the global asset
management industry in 2021. The full Report is available here.
About Aite Novarica
Aite-Novarica Group is an advisory firm providing
mission-critical insights on technology, regulations, markets, and
operations to hundreds of banks, payments providers, insurers, and
securities firms as well as the technology and service providers
supporting them. Our core values are independence, objectivity,
curiosity, and a desire to help all participants in financial
services create better, more effective strategies based on data,
well-researched opinions, and proven best practices. Our experts
provide actionable advice and prescriptive business guidance to our
global client base.
version on businesswire.com: https://www.businesswire.com/news/home/20211107005124/en/
Linedata Aurélia Szymanski +33 6 63 72 94 14
Porter Novelli Liz Shaw +1 732-757-2119
Linedata Services (EU:LIN)
Graphique Historique de l'Action
De Juin 2022 à Juil 2022
Linedata Services (EU:LIN)
Graphique Historique de l'Action
De Juil 2021 à Juil 2022