Fri, Oct 24, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

SunGard identifies ten asset management trends affecting the fund management industry

Wednesday, September 05, 2012
Opalesque Industry Update: Martin Boyd, president of SunGard’s asset management business said, “The lines between institutional asset managers and alternative investors are becoming increasingly blurred due to investment strategies, priorities and goals becoming aligned. The relocation of assets to either alternative or traditional strategies puts greater pressure on funds to perform. Therefore, fund managers are looking to technology solutions that help reduce platform complexity, increase risk management and maintain compliance to ultimately assist in the generation of alpha.”

SunGard has identified ten trends shaping the asset management industry. They are:

  1. Business continuity plans are becoming more important to hedge funds due to investor demand.
  2. Automated processes and simplified workflows will be key to helping hedge funds ease reporting requirements and reduce risk associated with the due diligence process.
  3. While central clearing parties (CCPs) provide a solution for the valuation of standardized OTCs, complex products will require additional transparency and will need to be valued on a more frequent basis.
  4. More fund managers will look at cloud solutions due to the lower cost of ownership, quick implementation time and scalability they provide.
  5. To meet increasing big data demands and to clarify information, asset managers will need more analytics tools that help find alpha, correlations and create visualization on large data sets.
  6. Due to a rise in its population’s wealth, China is becoming a key area of focus for investment in traditionally riskier, alternative investment funds such as hedge funds.
  7. Mid-sized asset managers will feel squeezed due to cost pressures from the larger asset managers benefitting from economies of scale and will need to satisfy client demand for transparency and reliability in returns.
  8. The new Form PF annual reporting mandates for investment managers in the US will require fund managers to have much more detailed analysis of individual investments, driving a move from siloed to holistic systems that can capture the full breadth.
  9. In order to comply with FATCA mandates, asset managers will need to establish an online tax book with the flexibility to prepare accounting data for tax assessments in numerous countries.
  10. The Euro-zone crisis will move East and Asian fund managers will need to find scenario analysis techniques to mitigate market risk.

Dushyant Shahrawat, senior research director, CEB TowerGroup, said, “Due to increasing market and regulatory complexity with mandates such as EMIR, Dodd-Frank and FATCA, asset managers have to consistently demonstrate transparency and better disclosure to mitigate risk. A key element of effective risk management is to have a holistic view of information before investment decisions are executed. The ability to focus on core competencies and new delivery models that increase efficiency and lower total cost of ownership will differentiate fund managers from their competitors and help grow assets under management.”

Listen to Doug Morgan, president of SunGard’s institutional asset management business discuss the top trends affecting the fund management industry in 2012 in a two part podcast.

Part 1 - http://www.capitalize-on-change.com/your-business/institutional-asset management/resources/top-trends-in-asset-management-part-1.aspx

Part 2 - http://www.capitalize-on-change.com/your-business/institutional-asset-management/resources/top-trends-in-asset-management-part-2.aspx

SunGard

Press Release

Bm

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   

Banner

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. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  2. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  3. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  4. Goldman in talks to acquire IndexIQ[more]

    From Bloomberg.com: Can Goldman Sachs put ETF investors on a liquid diet? Goldman is in talks to acquire IndexIQ, Reuters has reported. Index IQ is a small exchange-traded-fund firm known mostly for products that replicate hedge fund strategies, called "liquid alternative" ETFs. While IndexIQ has 11

  5. Other Voices: CALPERS dilemma should be a warning to hedge funds wanting institutional investors[more]

    From Ian Hamilton, founder of IDS Group. A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing. Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t