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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.

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