2021 Investor Survey 
Research Management Trends in the Year of a Pandemic

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Workflow Transparency, Data Security, and Work-From-Anywhere Capability Top the List of Post-Pandemic Needs for the Buy-Side Front Office

The 2021 Investor Survey results are in. Conducted one year after the transition to working from home, we asked 100 investment practitioners what challenges their front-office investment teams faced while working from home during the pandemic and how the events of 2020 have changed front-office technology and workflow requirements.

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Survey Highlights Include: 

Despite the challenges posed during a year of work-from-home, the majority of asset managers continue to report that front-office technology modernization remains a top priority for their firms.

Nearly all (95%) of asset managers not currently using a dedicated research management system (RMS) said their organization is likely to extremely likely to evaluate adopting a third-party system in the next two years.

A majority (57%) of asset managers using an internally built system also reported they are likely to extremely likely to upgrade their system by implementing a vendor solution within 24 months.

Read what else investment practitioners said about how the pandemic changed front-office research management technology and workflow requirements. 


2021 Investor Survey Methodology

MackeyRMS and InsiderScore worked with Market Measurement, an independent survey administrator, to conduct the 2021 Investor Survey. The survey was fielded between March 11-17, 2021. A total of 100 online interviews were conducted with investing, technology, operations, and compliance professionals in the asset management industry to assess views of and plans for the automation and modernization of internal research management processes.

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