Survey of Global Investment Managers: Trading and Investment Priorities and How They Are Affecting Technology Decisions

ID Number: G00170742

18 September 2009

James Wolstenholme

Gartner's survey of global investment management firms explores current key issues and priorities affecting IMFs' business lines, trading activities and technologies.

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Table of Contents

Analysis

1.0

2009 Survey Background

2.0

IMF Functional Business Priorities

2.1		Automating Trade Compliance Is a Top Priority
2.2		Manual Processes — Get Rid of These Operational Anchors
2.3		Alternative Market Access in Connection With Transaction Costs
2.4		Client Transparency and Fund Accountability

3.0

European Priorities Versus North American Priorities

3.1		Regional and Country Specifics
3.2		Functional Business Priority Ranking by Industry Classification

4.0

Conclusions

5.0

Appendix A

5.1

Survey Background

Recommended Reading

List of Figures

	Figure 1.	Priority Selections Ranked

	Figure 2.	Priority Selections Ranked — North America Versus Europe

	Figure 3.	Priority Selections Ranked by Country/Region

	Figure 4.	Priority Selections Ranked

	Figure 5.	Geographical Distribution of Investment Manager Survey Respondents

	Figure 6.	Distribution of Investment Manager Survey Respondents

	Figure 7.	Survey Respondents by AUM

Investment Management Systems

© 2009 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner's research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

Resource Id: 1183721