Introduction

Following improved financial market conditions, asset management firms find themselves at a delicate stage as they attempt to cope with the changing regulatory and competitive landscape. Industry consolidation has highlighted the need for not only operational structures to be enhanced through the use of technological solutions but also platforms to shift focus to the most profitable products.

Scope

Discusses current technology strategies being employed in the asset management industry globally Discusses implications for asset managers in the areas of risk management, new product development and distribution techniques

Highlights

In correlation with increasing regulatory demands, performance and risk measurement techniques have significantly raised in profile from a secondary support function to being seen as providing direct value-added functionality to the business. One area in the marketing arena which has achieved considerable scope for outsourcing has been the fund fact sheet generation function. The manual collation of items such as performance statistics, returns data, allocation splits and dividend yield information has proved time-intensive for asset management marketing departments.

Reasons to Purchase

Learn about current technology strategies in the asset management industry Gain an insight into the operational issues in portfolio management, product development and investment distribution

Introduction

Following improved financial market conditions, asset management firms find themselves at a delicate stage as they attempt to cope with the changing regulatory and competitive landscape. Industry consolidation has highlighted the need for not only operational structures to be enhanced through the use of technological solutions but also platforms to shift focus to the most profitable products.

Scope

Discusses current technology strategies being employed in the asset management industry globally Discusses implications for asset managers in the areas of risk management, new product development and distribution techniques

Highlights

In correlation with increasing regulatory demands, performance and risk measurement techniques have significantly raised in profile from a secondary support function to being seen as providing direct value-added functionality to the business. One area in the marketing arena which has achieved considerable scope for outsourcing has been the fund fact sheet generation function. The manual collation of items such as performance statistics, returns data, allocation splits and dividend yield information has proved time-intensive for asset management marketing departments.

Reasons to Purchase

Learn about current technology strategies in the asset management industry Gain an insight into the operational issues in portfolio management, product development and investment distribution