Fri, Oct 21, 2016
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 - management/resources/top-trends-in-asset-management-part-1.aspx

Part 2 -


Press Release


What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. M&A - U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga, Hedge fund Parvus shows hand, toppling William Hill merger deal[more]

    U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga From The fierce battle to buy Britain's biggest private equity group has come to an unexpected conclusion, with the original bidder walking away with the prize. SVG Capital has agreed

  2. Marc Lasry: Energy is still a phenomenal opportunity[more]

    From Distressed debt specialist Marc Lasry said energy debt is still a "phenomenal opportunity" because investors can get "massively overpaid" for the risk they take on. There are "huge opportunities" in the energy sector especially in restructurings, the Avenue Capital Group CEO said Tues

  3. Opalesque Exclusive: Ex-SAC manager re-emerges with market neutral hedge fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A manager re-emerged from the SAC battleground last year to launch his own hedge fund under the umbrella of New York-based investment firm Endicott Group.

  4. North America - Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation, Billionaire hedge fund titans Dinan, Lasry on election, markets and best investment ideas[more]

    Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation From Kyle Bass, founder of Hayman Capital Management, on Wednesday warned that the U.S. is headed toward so-called stagflation. Stagflation is typically described as persistently high inflation and hi

  5. Other Voices: Follow the advice of investment consultants - I think not[more]

    Mark Rzepczynski, Founding Partner, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange: Investment consultants are a force to the reckoned with in the pension world. They advise and drive many pension decisions around the globe. Consultants literally control trillion