The role of automation in building a leaner, more tech-savvy operation.

This paper is adapted from the keynote speech delivered by Matthew Baldwin from Financial Risk Solutions (FRS) for the Fund Management Operations Summit, November 2020.

While the pandemic has thrown up many difficulties and challenges, it has also provided an opportunity for the investment and funds industry to take a step back in order to review investment operations, both on the technology front and with the team structure, to ensure success and resilience in the future.

This paper explores the role of automation in building a leaner, more tech-savvy operation. Drawing on examples from successful technology firms, we share ideas and best practice approaches for funds and investment firms to streamline their operations.