Since the 2008 financial crisis, derivatives have been in the regulatory spotlight. One of the dedicated protective rules that was introduced in 2016 was around the need to post risk-based initial margin into segregated accounts for uncleared derivatives. This requirement will continue to be phased in through 2021. In order to conform with these uncleared…

The use of new technologies like artificial intelligence (AI) and machine learning in the back and middle office could help transform the asset management customer experience. The asset management industry will likely require a transformative redesign of the traditional operating model to drive success moving forward. This is a key theme of our recent report:…

In February 2019 Accenture acquired Orbium, a business and technology consultancy specializing in wealth management in Europe and Asia. At Orbium, our guiding principle remains to focus on what is most important to our clients – their success. This priority continues to guide us as we work with our clients to help them successfully transform their…

Today’s operating environment for asset managers may be the toughest ever, and 2020 is likely to be a watershed year.     Leaders should be attentive to the evolving demands on their company’s operating model, technology workforce and ability to drive change at speed. What are your firm’s greatest strengths as you head into the…

What a turbulent start to a new decade! Geopolitical tensions, climate change, volatile markets—how relevant are investor’s financial New Year’s resolutions for the environment we find ourselves in today? I believe that wealth managers need to help their clients find some financial calm in this increasingly unpredictable world by giving clients the advice they crave.…

Asset managers are facing substantial pressures with a changing operating environment and a need for talent that must evolve along with it. In our recent thought leadership publication, The Future of the Asset Management Operating Model, we discussed how growing the asset management business puts an agile operating model change in primary focus. We are…