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Capital Markets

Asset Management

New investment vehicles. Data as capital. AI-driven insights. 21st-century asset management brings new opportunities. Accelerate your growth with us.

What’s going on in Asset Management?

Today’s asset managers face continued pressures but also have emerging opportunities: bending the cost curve, seeking new sources of alpha, redefining operating models and increasing returns. Success now demands making the best use of capital spending, data-driven analytics, AI-enhanced insights, and agile, adaptable real-time operations.

You are who your customers think you are

Given the growing importance of market differentiation, asset managers need to clearly define and distinguish their brand and purpose. To do this, firms will need to distinctly articulate — internally and externally — the compelling story about their mission and values to customers and employees alike.

Investments stewardship and management convergence

For asset managers, investment stewardship is an increasingly important differentiator — one not just confined to explicitly ESG assets. As firms seek its full potential, investment stewardship is likely to converge with the front office. By bringing together investment decisions with long-term value creation through active engagement, firms can expand the end-to-end process for portfolio management.

Product strategies are under review

Customers look for products and services tailored to their specific goals and timelines. Investors might have different horizons, depending on the distance to their goals. Others may be driven by the desire to invest in businesses with sustainable practices. Traditional funds may work for some investors, while others could want personalized, separately managed accounts (SMAs) with customized investments.

The people to differentiate, the culture to thrive

Rapidly changing customer and employee expectations, amplified by the rapid pace of technology and regulatory change, demand a response to workforce, culture and organization impacts. The leading asset managers of the future will reinvent how they allocate tasks, structure job roles, augment workers’ creativity and expertise with technology, and develop the skills of their people for the digital age.

New technologies, more innovation

To manage a wider range of assets and deliver greater personalization, firms will need the right technical infrastructure and data architecture combined with advanced analytics capabilities. To create this, asset managers should modernize their digital core – laying the foundations for transformation and positioning themselves to capitalize on future innovations.

What you need to do

Industrialize your asset management business model to be agile, efficient and client-centric while preparing for the inevitable volatility.

Unlock new opportunities and improve data delivery and reporting with enhanced data management, integration, AI, analytics and data visualization.

Leverage paradigm-shifting technologies such as cloud, distributed ledger technologies and artificial intelligence to achieve better business results while improving efficiency, scale and resilience.

Deploy reliable and secure trading and recordkeeping platforms configured to your needs, from top-tier providers, with no disruption to operations.

Develop and use an integrated digital ecosystem to deepen your relationships with clients and partners and anticipate their evolving product and service needs.