Services

Investment Management Consulting

Change management

Business strategy

Operational strategy

Operational strategy for the investment industry

Operational strategy for regulatory change

Operating model design

Operational model design (HR)

Technology strategy

Sourcing

Remediation

Implementation

Wealth Management

 

 

The asset management industry is undergoing rapid change that fundamentally challenges current operational capabilities. Traditional fund managers are developing increasingly sophisticated asset management strategies to compete with boutique hedge funds and asset class specialists, along with new products to target open architecture distribution channels and new markets. 

In some cases selective use of modular add-on capabilities, such as specialist software or component outsourcing, can be extremely effective.

There is, however, an increasing trend for firms to question their current operations strategy and whether it effectively supports the business strategy.

Two key drivers for this are the convergence of absolute return, UCITS III and hedge funds, and the related need to be able to integrate OTC derivatives far more effectively into the investment process.