White Paper
From Lean to Resilient
2026 COO Priorities for Investment Operations
Is Your Operating Model Built to Handle What’s Next?
Based on responses from approximately 185 investment operations leaders, primarily North American asset managers, this report examines the operational pressures shaping 2026 and practical actions COOs can take to build a more scalable, resilient operating model.
What you’ll learn:
- Why 86% of respondents report limited buffer capacity or little room for disruption
- How firms are managing operational disruption
- Why legacy systems remain the leading barrier to automation
- How expanding third-party reliance is changing the COO’s oversight responsibilities
Why it matters:
Operational efficiency alone does not guarantee resilience. As operational demands, technology use, and external dependencies grow, COOs need an operating model that can absorb disruption without weakening controls or client service.