Sat, Nov 29, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

SunGard and TABB research shows boutique fund managers find 'institutionalising' as greatest hurdle

Monday, September 30, 2013

Beverly Chandler, Opalesque London:

According to the second annual edition of research undertaken by research and advisory firm TABB Group and SunGard, 53% of boutique asset management firms identified 'institutionalization’, including the increasing expenses related to regulatory compliance, as the 'make or break’ factor for them over the next 12 months. The report defines this as the growing list of operational and organizational minimum requirements an asset manager must meet in order to attract assets.

The report entitled "Boutique Business Model under Attack: Bruised by Regulation – Crippled by Costs?" reveals that 51% of those surveyed find the institutionalization burden of due diligence and compliance as creating a barrier to entry. This now ranks as the top barrier to entry, moving last year’s top entry, the general cost of setting up operations, to the second spot at 44%.

"Growing operational and regulatory minimum requirements such as AIFMD, Dodd Frank and UCITS IV/V are leaving many boutique asset management firms unable to take part in the mandate process. Scale is the feature that boutiques believe they lack, and technology and better operational efficiency is the key to achieving increased scalability.", commented Adam Sussman, partner and director of research, TABB Group.

......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Unlucky Paulson & Co. rebrands $1.6bn Recovery Fund after 13% drop[more]

    From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan

  2. Opalesque Roundtable: Islamic Finance races ahead with Sukuk, the first managed account platform, and foreign demand[more]

    Komfie Manalo, Opalesque Asia: A number of developments took place within Islamic finance in the past years, including the launch of a Islamic managed account platform and the further growth of the sukuk space that saw this instrument evolve from being a type of an ABS security that was rarely

  3. Fund Profile - A complex hedge fund strategy works for United Technologies[more]

    From Institutionalinvestor.com: Reports that portable alpha is dead have been greatly exaggerated, as Mark Twain might have phrased it. Another Connecticut Yankee, giant United Technologies Corp., is gearing up to grow its successful, nearly decade-long portable-alpha program. The UTC strategy took

  4. Opalesque Exclusive: The unintended consequences of Basel III[more]

    Benedicte Gravrand, Opalesque Geneva: Bijesh Amin, co-founder and managing director of Indus Valley Partners (IVP), a technology solutions and services firm focused on the alternative asset management industry, has recently observed

  5. Legal - Six years after AIG takeover, lawsuit reveals another potential buyer[more]

    From Institutional investor.com: When former Treasury secretary Henry (Hank) Paulson Jr. testified in a suit last month about the U.S. government takeover of American International Group, his words were — mostly — numbingly familiar. Explaining the “punitive” terms set for the September 2008 bailout