Asset managers look forward to grow their Assets Under Management (AuM) through acquisition strategy and marketing/distribution efforts. To cope with the regulatory tide, they need to focus on their Management business and thus, to accelerate the outsourcing of their Middle-office functions. Mutualizing their platforms with Tier2/3 players could also be part of their strategy.
Listed below are some of your new challenges:
- Merge or acquire to grow the AuM
- Reshape distribution modalities, considering innovation opportunities and cross-border solutions
- Crunching clients data and funds assets through Ai-powered solutions and Big data technologies
- Focus on Asset Management business by outsourcing Systems and Middle office platforms to BPO players
- Use RPA to automate processes and Blockchain for post trade processes and for better knowledge of investors
- Develop a regulatory watch to anticipate impacts and opportunities of regulations on your business
Our consultants have been working at the heart of these transformations and can help you take on these new challenges. Listed below are some of the many expertise Aurexia consultants have to offer but are not limited to:
- Business: Support/Manage mergers and platforms convergence, Design new outsourcing offer to mutualize FO and MO platforms, Distribution strategy, Study of cross-border opportunities
- Process: process reviews, Systems migration (Portfolio Management System), Migration towards a new BPO platform (Blackrock ’s Aladdin solution for example), Market data management tools
- Regulatory: MIFID2, UCITS V, PRIIPS, etc.
- Digital : RPA automation opportunities, Blockchain (Private and Public) on funds distribution, Ai Fintechs to assist Managers on investment solutions and client needs