Given their recent investment, few managers would characterise their technology environment for data and reporting as in early stage development or leveraging end-user applications; over half of managers with less than $10 billion under management believe there is room for improvement. The most common issues these managers face is a lack of an integrated set of technologies in which data is easily managed.


As outsourcing becomes more prevalent and critical, an appropriate data and technology environment is a greater necessity.


Fig.2 Hedge Funds


In which of the following have you recently made (past two years) major expenditures in technology? In which of the following do you expect to make major expenditures in technology in the next two years?


Recent (past two years)


Investment management and trading operations


Risk management systems


Compliance and regulatory reporting systems


“We continue to build our infrastructure to scale and consider our outsourcing model. Your ultimate goal could be growth, but you cannot underestimate building the infrastructure and further enhancing your operational capabilities to achieve that.”


($2b–$10b, NORTH AMERICA, GLOBAL MACRO)


Enterprise infrastructure (email, telephone, security, etc.)


Fund accounting systems


Financial/management reporting systems


Sales and marketing support systems


Client service and investor reporting systems


No major expenditures Total 27% 23% 21% 18% 16% Total 11% 11% 29% 41% 37% 37% 16% 20% 51% 25% 22% 31% Expected (next two years) 33%


Fig.3 Hedge Funds


Along the following continuum, which of the following best describes your technology environment as it relates to data and reporting?


State of technology environment: data and reporting


Over $10b


3%


6%


17%


74%


$2b- $10b


2%


7%


36%


55%


Under $2b


7%


22%


19%


52%


North America


4%


6%


26%


64%


Europe


3%


7%


28%


62%


Asia


4%


26%


22%


48%


End-user applications


Early stage development


Sufficiently developed, not fully integrated


Highly sophisticated


45


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