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Seize Change

September 12, 2017

Our global operating platform is the catalyst for firms who are going boldly forward. Read our latest thought leadership to find out how.

Defy Expectations

Asset managers who seize change — to bring new investment strategies to market, add distribution channels or build technologically advanced reporting platforms — act decisively in an industry often paralyzed with complexity and inertia. It takes conviction and operational strength to lead the charge.

Our Investment Manager Services’ global operating platform is the catalyst for firms who are going boldly forward.

Each of the papers described here contain the very latest in thought leadership.

Complete the form at the bottom of the page to download the papers.

Rock the Boat

Investment Operations

Antiquated notions of front, middle and back office are becoming obsolete as asset management functions converge. Data is breaking down these silos — the aggregation and integration of intelligence is vital to decision-making, risk management and regulatory oversight. Efficient data distribution is essential. An integrated operating platform will generate competitive strength across the firm.

Complete the form at the bottom of the page to get the paper: The Investment Management Operating Model 2.0

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Push Boundaries

Image: Surprising mirror image of a highwayRetirement Marketplace

With $7 trillion in play, the defined contribution market continues to grow, now an astounding 28% of total retirement assets — however, it is matched by heightened fiduciary and regulatory concerns. In response, plan sponsors and asset managers are taking a fresh look at the CIT. With a favorable regulatory structure, NSCC trade automation, daily valuation, low-cost and flexible fee schedule, the modernized CIT is an increasingly attractive portfolio management tool.

Complete the form at the bottom of the page to get the paper: The Defined Contribution Market Meets Its Match

Trust Your Instincts

Alternatives Converge

In a survey of nearly 200 GPs worldwide, we found significant convergence between hedge funds and PE firms as they diversify and rethink service models. 7 out of 10 firms plan to offer customized investment vehicles, co-investment, separate accounts or other structures in the coming year. And half plan to direct more resources to reporting. It seems investment performance is no longer the only driver of choice.

Complete the form at the bottom of the page to get the paper: Finding Success as Alternatives Converge

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Be the Revolution

Image: Looking down at a cityscapeDC Innovation

DC investors have shifted significantly over the last decade toward greater portfolio diversification by using non-correlating asset classes and exposures to alternatives. We see the same forces in the DC market. In order to help participants meet their retirement goals and comply with new regulations, asset managers and plan sponsors are introducing unconventional structures to expand plan QDIAs and other choices. At the end of 2016, managed accounts were offered in 35% of plans, 65% of TDFs held REITS and 40% held commodity funds. What does the future hold?

Complete the form at the bottom of the page to get the paper: Innovations in the Defined Contribution Market

Cut to the Chase

Alternatives Converge, Part 2

Operational infrastructure is the new decision-driver, according to our survey. Managers must be operationally nimble to seize new opportunities as structures are retooled and interest in customized vehicles gains momentum. And, investors want more visibility. Deeper transparency reveals the advantages of integrated technology, finely tuned risk controls and insightful reporting.

Complete the form at the bottom of the page to get the paper: How to Meet Operational Challenges While Pursuing Opportunities Investing in Alternatives

Highway

Each of our papers brings you the latest in thought leadership.  Fill in the form to get them all.

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