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Continuing the Conversation: Investment Accounting as an Industry Utility

In collaboration with:

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Join us in London

You are invited to the next session in our ongoing roundtable series, bringing together tech and ops executives from across the London asset management community.

Our January discussion sparked a candid, collaborative dialogue on the future of back office operations—dubbed “FOBO”—and the potential for investment accounting to evolve into a shared utility model. We explored the promise and the challenges of collaboration, governance, and the intersection of technology and trust in redefining the operating model.

Now we invite returning and new voices to deepen this conversation. Scroll below for the agenda.

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Event Details

Date: April 23, 2025

Time: 4:00 PM - 6:00 PM

Location: Eight Members Club Bank, 1 Change Alley, London

Who Should Attend?

Participation is by invitation only and designed exclusively for executive leadership from across Europe’s leading asset managers and service providers.

We invite you to join our ongoing exploration of innovative approaches to collectively planning for the future of the Back (and middle) office. Agenda below.

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Agenda

This next roundtable will build on January’s insights, with focused discussion on:

  1. Defining the Case for Utility Models: Examining the operational drivers, resource implications, organisational considerations, and measures of success in shifting towards shared models.
  2. Evaluating Stakeholder Perspectives: Exploring levels of engagement, the balance between individual and firm-wide priorities, and how scope is defined within different operating models.
  3. Constructing a Viable Framework: Developing a structured approach to assess feasibility and implementation pathways for collaborative solutions.

As always, this will be a closed-door, peer-to-peer forum designed to foster open dialogue and challenge assumptions – with the goal of identifying real, scalable paths forward for the industry.

Please RSVP here to request your seat at the table.