This executive round table brings together operations leaders to explore how fund administrators can increase throughput, improve data quality, and protect margins without adding headcount.

The discussion focuses on where capacity is really lost across onboarding, NAV support, reconciliations, and reporting, and which processes are worth standardising versus keeping bespoke.

Participants can share practical automation wins, lessons from failed initiatives, and the KPIs that matter most for operational efficiency. The session is highly interactive, outcome-driven, and designed to leave each attendee with clear, actionable next steps.

• Where is the real bottleneck today: onboarding, NAV support, reconciliations, corporate actions, investor services, or reporting?
• Which processes are worth standardizing across clients vs kept bespoke as a differentiator?
• What’s the best KPI set for operational efficiency (cycle time, breaks aging, “touchless rate,” cost per fund, SLA breaches)?

This event is for senior Investment Fund services professionals and Heads of Fund Administration.

REGISTER HERE