Bob's guide to… asset management systems survey 2017

1. What profession do you work in? *This question is required.

• Asset manager
• Other position in an asset management firm / investment bank
• Asset management solution vendor
• Consultant
• Other (please specify) Please enter an 'other' value for this selection.

3. What is the revenue of your company? *This question is required.

• Less than $50m
• $50m-$100m
• $100m-$249m
• $250m-$499m
• $500m-$999m
• $1bn-$4.9bn
• $5bn-$9.9bn
• $10bn+
• Don’t know

4. What is the size of your AUM? *This question is required.

• Less than $50m
• $50m-$100m
• $100m-$249m
• $250m-$499m
• $500m-$999m
• $1bn-$4.9bn
• $5bn-$9.9bn
• $10bn+
• We are a consultancy/fintech provider

5. Have you acquired new asset management technology in the past 12 months? *This question is required.

• Yes, from one provider
• Yes, from more than one provider
• No, although it was a priority to do so
• No, but we are constantly reviewing the market
• No, and we have no intention to do so in the near future
• No, we are a technology provider

6. What is your current level of satisfaction with regards to the asset management technology you operate? *This question is required.

• Extremely satisfied
• Very satisfied
• Somewhat satisfied
• Not very satisfied
• We are a fintech provider

8. Are you looking to adopt new asset management technology or augment the system you currently have? *This question is required.

• Yes, we are looking to acquire our first asset management fintech solution
• Yes, we are looking to replace our current asset management system
• Yes, we are looking to augment our current asset management system
• No, we are happy with our current asset management technology
• No, there is no technology on the market that satisfies our needs
• No, we are a fintech provider
• Other (please specify) Please enter an 'other' value for this selection.

9. What are the issues you wish to solve with fintech? (select more than one option if applicable) *This question is required.

• Regulation compliance
• Research
• Competitive advantage/better trade execution
• Cost efficiencies
• Streamline process/reduce complexity
• Integrate existing systems/centralization
• Maintain pace with the market
• Risk management
• Reporting
• Data management

10. In your opinion, is there technology in the market that addresses firms’ key pain points? *This question is required.

• Yes
• No

11. What concerns would prevent you acquiring new asset management technology? (select more than one option if applicable) *This question is required.

• Implementation concerns
• Cost
• No system on the market satisfies the need
• Adding too much complexity to the process
• Technology becomes outdated too quickly
• Ease of use
• Internal solutions can do the same job
• Other (please specify) Please enter an 'other' value for this selection. * This question is required.

12. Which emerging technology most interests you? *This question is required.

• AI
• Blockchain
• Other (please specify) Please enter an 'other' value for this selection.
• None of the above interest me

13. Who is the principal decision maker for purchasing new technology in your business? *This question is required.

• CEO, COO, EVP
• CFO, Finance Director
• CIO, Head of IT
• Head of Trading
• CTO
• Other (please specify) Please enter an 'other' value for this selection.

14. Would you be happy for us to contact you for a follow-up conversation based on the above survey?

• Yes
• No