The publisher of this news service is rolling out a new technology and operations report that will examine issues such as ESG in the investment process, changes in the asset class mix or investment strategy, tech budget changes, automation, AI and digitisation. We invite industry figures to become involved in the survey.

This news service is pleased to launch the 11th annual WealthBriefing Tech & Ops Research Report 2023. The report, now an established fixture for the wealth sector, examines the technology and operational issues that can make the difference between success and failure for firms. 

The report’s team is gathering qualitative and quantitative data for the report, highlighting current trends and pinpointing new developments in the market.

Last year, the report highlighted progress on digitisation, model portfolios, data quality, client custodial data, technology budgets, client experience and advisor productivity and embedded ESG.

The 2023 report will concentrate on ESG in the investment process, changes in the asset class mix or investment strategy, changes in technology budgets, automation, AI and digitisation.

To get involved in the survey, please click on this link.

If you would like to participate in an interview or have any comments, please email theodora.viney@clearviewpublishing.com

The final report will be published in the third quarter of this year.