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Reinventing operations in asset management

September 17, 2019

RESEARCH REPORT

In brief

Keeping pace with disruption

Unique snapshot of an industry in transition

Our research shows that 42 percent of operations executives surveyed believe their operations and technology are not configured to adequately execute the firm’s overall strategy.

Rising to the challenges

64 %

have completed a major operating model change in the past three years

55 %

report having a formal initiative in place to evaluate the business and operational potential of new technologies

42 %

have a back or middle office system consolidation or conversion initiative underway

55 %

have a data management initiative that aims to enhance data governance and quality

Calling for disruption across the investment life cycle

70 %

of operations leaders expect AI to deliver the next wave of cost reductions to the industry

52 %

of firms are using RPA in their operations

Transforming talent in operations

75 %

identify investment operations knowledge and problem-solving as the top skills they’re seeking today

65 %

believe data science and technology development skills will be most in demand in five years

A crucial aspect of reinventing operations is people. The human element must evolve—alongside technology—to support the back and middle office.

New strategy, new operations

About the research

Girard Healy

MANAGING DIRECTOR – ASSET MANAGEMENT

Gerry has over 20 years' experience helping clients mitigate risk, improve quality and increase efficiency.


Ross Tremblay

Senior Manager – Asset Management

Ross specializes in large-scale transformational initiatives in the middle and back offices in the asset management industry.

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