Tue, Oct 6, 2015
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


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. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Reuters.com: Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  5. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid