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Institutional Investor Institute

Financial Technology Forum

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Established in 1996, Financial Technology Forum (FTF) is the premier network for technology leaders from major investment management firms, serving as a “think tank” for members to interact and develop their professional skills.

FTF members come together three times a year for plenary sessions, breakout discussions and collaborative workshops that provide members with an in-depth and comprehensive review of the most important issues in financial technology and management. In addition, FTF oversees monthly polling, maintains a password-protected website, hosts member-driven webcasts and conducts a comprehensive benchmark survey each year to allow members to measure practices against their peers.

Click here to see the full list of Financial Technology Forum members >>

2010 Fall Workshop
- Ritz Carlton Boston Common, Boston, Massachusetts
2011 Winter Workshop
- St. Regis Hotel, Washington, DC
2011 Senior Delegate Roundtable
- Fourt Seasons Hotel Los Angeles, Los Angeles, California

FTF Meetings

Membership includes three Workshops as well as impromptu, topic-driven events including regional meetings and webcasts. All events are interactive, and driven by the members’ current needs and interests. Firms are welcome to send up to two individuals to each event.

Presentations and recordings from all workshop sessions are made available on FTF’s members-only website.

Proprietary Research

▪ Benchmark Survey—comprehensive survey from data submitted by member firms covering six areas: financials, staffing/compensation, infrastructure, organization, products and CIO issues.

▪ Annual Buyside CIO Poll—a member poll utilizing an electronic audience response system.

▪ FTFQs—frequent member-generated web-based polls, the results of which are distributed via e-mail and posted to our members-only website.

Webcasts

Monthly web meetings feature analysts and presenters discussing topics of the moment and various technology systems utilized within the industry. Summaries of the webcasts are distributed via e-mail and posted to our members-only website.

Members-only Website

Proprietary website provides access to research analysis, the member directory, a bulletin board for posing questions to the membership, and a comprehensive archive of workshop transcripts and presentations.