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…

The asset management industry is undergoing significant transformation today, and asset managers must respond in creative ways, particularly regarding the evolution of their operating model and the adoption of digital technologies. Traditional operating models are not flexible enough and are unable to effectively combat the onset of disruption heralded by digital platforms, cross-industry ecosystems and…

People have been talking about the “do or die” transformation imperative in the asset management industry for a long time. But death isn’t really on the agenda. The sector is way too successful for that. In fact, asset managers are some of the most important and profitable players in the entire capital markets space. Accenture…

While it tends to get less attention than digital transformation or product innovation, the decision to self-clear or outsource remains a vital cornerstone of a wealth management firm’s business model in North America. In fact, it’s a major choice that brings with it a range of implications for a firm’s value chain, operating model and…

By 2023, roughly one out of every ten dollars a financial institution earns in revenue will be spent on complying with regulatory requirements.[i] Think about that. But the dollars spent on compliance definitely beat the alternative—money spent paying fines because a financial institution doesn’t adequately meet a regulatory requirement. For instance, the projected spend on…

Some investment management firms may need to build new relationships with outsourcing service providers for a host of different reasons. But selecting the right partner can be a painstaking, time-consuming activity. The request for proposal (RFP) process has barely changed in a decade – and arguably much longer than that – for ’40 Act and…