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2017 Performance Measurement Technology Survey

The Spaulding Group is conducting an industry research on performance management technology in association with Ortec Finance, Confluence Technologies and Robust Technologies. The goal, with this research collaboration, is to gauge how the industry uses technology today, and discover what improvements are needed. The survey will provide valuable information on new technology and requirements.

Elske van de Burgt, Head of Investment Performance at Ortec Finance: “Technological progress is rapidly changing the world we live in. We always strive to do better for our clients. This research helps us to remain relevant for our clients by keeping up with market developments, but also by anticipating on trends and opportunities emerging from new technology.”

The backbone of success

Patrick W. Fowler, President, COO of The Spaulding Group stated, “Technology is imperative to all aspects of a money management firm’s operation; as the software has evolved, it has paved the way for more complex calculations and data mining.

 “It’s the backbone of any successful performance department.  It enables them to answer the ever growing list of ad hoc client requests for information. Our goal, with this research collaboration, is to gauge how the industry uses technology today, and discover what improvements are needed. We will compare these results with those of prior years. This survey will provide valuable information to the users of the information, as well as the vendors who are tasked with the research and development of new technology and requirements.” 

Get a free copy

By participating in this survey, you not only make your voice heard, all participants will receive a free report and will be entered in a raffle for a Bose portable speaker. If you would like to participate please click on the button below.

We appreciate your willingness to participate and value your feedback. The survey is short and should only take 10 minutes to complete. Deadline is August 31, 2017. Please note that you need to complete the survey in its entirety before closing out of the browser to add your data. All of your responses will be kept confidential.

Go to the survey