For an investment management business to compete effectively, it must establish excellence in three main capabilities. We focus our efforts on developing and supporting these capabilities and in so doing, help you to successfully maintain and grow your investment business.
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Asset Management
An efficient, smoothly functioning operations hub is one of the keys to success in asset management. In the current environment of limited IT budgets and increased demands from clients, regulators and senior management, asset management firms need to exploit the full potential of their technology infrastructures to fully support the business whilst concentrating on their core investment activities. In effect, do more with less.
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Insurance
Whilst relatively stable as a sector during the recent financial services market turmoil, the crisis has increased pressure on insurers’ profitability, driving demand for increased operational efficiency.
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Pension and Endowment Funds
Delivering alpha performance is increasingly challenging for managers of pension funds or endowments. Whether monitoring outsourced managers, managing investments internally, or executing on a combination of these approaches, it is essential that an accurate picture of risk is available.
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Prime Brokerage
As the investment management landscape evolves and the post-crisis environment emerges, prime brokers need to adapt to the changes around them quickly. Investment firms will have emerged with new processes and terms of engagement with the market and their suppliers. This in turn means that those companies serving them will also need to adapt.
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Third Party Administration
Increasingly, asset owners require third party administrators (TPA) to have the ability to track and report across a wide range of asset classes, integrating data from multiple sources, assessing risk and responding flexibly to their client reporting needs. The quality and thoroughness of TPA data management capability must be second to none to fulfil this requirement quickly and confidently every time.
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Wealth Management
Recent market turmoil has caused wealth management firms to face increasing challenges in developing their businesses - in both keeping clients whilst trying to grow the number of clients and funds under management. The global growth in the number of pensioners and high-net worth clients seeking better return on their investments has meant increased competition between wealth management firms seeking new ways to gain a competitive advantage - differentiation through better returns and client service.
