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Asset Managers Show Confidence With Priority Shift From Regulatory Environment to Investment Performance

Linedata releases the results of its fourth annual survey of global asset management industry


PARIS, BOSTON, LONDON, HONG KONG and NEW YORK, February 11, 2014 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced the results of its fourth annual survey on the priorities and challenges facing the global asset management community.

Deploying regulation remains a top concern, but pursuing investment performance ranks as other crucial challenge for 2014

While 49% of all survey respondents cited deploying regulation as their top current priority, 47% claimed investment performance as their main challenge. The regulatory storm that the asset management industry has weathered in recent years no longer appears as overwhelming as it may have one year ago.

With firms placing an increasing focus on how they drive and maintain investment performance, they must also look at their overall business, how they construct portfolios and determine what new products they can offer. When asked what their greatest challenges will be in the coming 12 months, 48% selected maintaining investment performance.

Firms already run business in the cloud – or are considering for the future

With 43% of respondents considering moving some aspect of their business to the cloud, it is clear that firms are looking to focus on their core business while letting their technology be managed by external experts. This also is supported by 33% of respondents stating that cutting costs is a current challenge they are facing.

Data management and compliance systems are primary IT focus

When asked to name the key IT priorities for their firms in 2014, data management and compliance solutions came out on top for all respondents. As firms look to integrate, cleanse, migrate and manage data across platforms, they require systems in place to product accurate and consistent information.

“As our clients look to their future, it is clear that they are once again in growth mode and ready to invest globally in IT initiatives. Although regulatory pressures continue to pose challenges for our client base, we remain committed to providing the best-of-breed solutions they have come to expect from Linedata,” comments Mike de Verteuil, Business Development Director and Member of the Executive Board at Linedata. “Through our on-going dialogue with our client base, and the industry as a whole, we continue to adapt our offerings to meet their changing needs. During 2014, Linedata will announce its innovations to the market which will further optimize clients’ workflows and processes.”

The survey was deployed during the fourth quarter of 2013. Respondents were surveyed during Linedata Exchange events in Paris, London and New York, as well as through an online survey. With respondents from asset managers, hedge funds, fund administrators, banks, wealth managers and custodians across Europe, North America and Asia, the purpose of the survey was to identify the challenges faced in 2013 and the priorities that lie ahead for them in 2014. The full survey can be read here.


Linedata is a global solutions provider dedicated to the investment management and credit community, with close to 1000 employees in 16 offices across the globe. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. As a pioneer for over 15 years with the set-up of SaaS infrastructure for the financial industry, Linedata remains committed to this model throughout the global financial community and for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 160.3 million in 2013. This company is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

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For more information, please contact:
Holly Clifford
Global Marketing Product Manager - Asset Management
Tel: +1 617 912 4844