Investment Management Firms Technology & Outsourcing Strategies:
Supporting Investment Management Firm Technology Needs
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Date Published: January 2, 2026
Summary PowerPoint Deck: 537 Slides
Reference PowerPoint Deck: 1,891 Slides
The purpose of this research is to provide readers with a comprehensive understanding of investment management firms technology & outsourcing strategies. The research includes a history of the market, an analysis of leading players by segment, and predictions for the future of investment management firms technology & outsourcing strategies. This research is part of Tiburon's broader coverage of wealth & investment management firms technology & outsourcing strategies.
This research addresses the key historical phases of investment management firms technology & outsourcing strategies, including:
Date Published: January 2, 2026
Summary PowerPoint Deck: 537 Slides
Reference PowerPoint Deck: 1,891 Slides
The purpose of this research is to provide readers with a comprehensive understanding of investment management firms technology & outsourcing strategies. The research includes a history of the market, an analysis of leading players by segment, and predictions for the future of investment management firms technology & outsourcing strategies. This research is part of Tiburon's broader coverage of wealth & investment management firms technology & outsourcing strategies.
This research addresses the key historical phases of investment management firms technology & outsourcing strategies, including:
- Emergence Phase
- Middle Phase
- Recent Phase
- Fund Accountants
- Managed Account Systems
- Transfer Agents
- Trade Order Management Systems
- Prime Brokers
- Institutional Custodians
- Performance Management & Attribution Systems
- Client Reporting Systems
And this research makes several future predictions for investment management firms technology & outsourcing strategies, including:
- Substantial Growth in investment management firms technology & outsourcing strategies
- Fastest Growth in Institutional Custodians
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
