2027 Industry Outlook

State of Investment Management Technology Survey

Technology is reshaping the investment management industry, creating new opportunities to drive efficiency, accelerate growth, and better serve clients. But where are firms making progress, where do challenges remain, and what will the next three years bring?

Ridgeline is gathering perspectives from investment management professionals on the state of technology, evolving priorities, and the impact of AI. Take our 3-minute survey and see how your perspective compares with those of your industry peers.

As a thank-you for participating, you’ll have the option to receive an advance copy of the findings, giving you an early look at the trends, challenges, and opportunities shaping the future of investment management and driving critical conversations within your firm.

Responses will remain anonymous. They will be analyzed and reported in aggregate. Providing your email address to receive the report is optional.

Q1 Technology EnvironmentHow would you characterize the overall technology environment at investment management firms today?

Q2 Technology ChallengesWhich technology challenges do you believe are most widespread across investment management technology today?Select up to three.

Q3 Technology InvestmentWhere do you believe investment managers are focusing the greatest share of their technology attention and investment today?Select up to three.

Q4 Business PrioritiesWhich priorities do you expect to be most important for investment management firms over the next 12 months?Select and rank your top three.

Tap your 1st priority, then your 2nd, then your 3rd. Tap a number again to clear it.

Q5 Technology and GrowthTo what extent do you believe technology limitations constrain investment management firms' ability to grow and compete?

Q6 AI and Automation OpportunitiesWhere do you believe AI and automation will have the greatest impact on investment management over the next three years?Select up to three.

Q7 Reallocating TimeWhere are firms most likely to reallocate time that is reclaimed due to more efficient technology and automation?Select up to three.

Q8 Client ExpectationsHow are client expectations around access to investment information and report customization changing?

Q9 Future Technology ModelLooking three years out, which technology model do you believe will become most common across investment management?

Q10 The Impact of AIHistorically, investment management firms have added headcount as they scale. How do you expect AI and automation to change that dynamic over the next three years?

Thank you for your response.

As a thank-you for participating, you will receive an advance copy of the findings before they're made public, giving you an early look at what your peers consider to be the trends, challenges, and opportunities shaping the future of investment management.