Tue, Jan 27, 2015
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   |   
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. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  2. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  3. Top performing private equity firms you should invest in[more]

    Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms. The 2014 HEC-DowJones Private Equity Performance Ranking

  4. Comment - Why invest in hedge funds if they don't outperform the market?[more]

    From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could

  5. Owen Li 'truly sorry' for blowing up $100m of hedge fund’s assets[more]

    From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March. "I take r