Technological developments within the evolving asset management industry (Review Report)

Content

• Overview
• Catalyst
• Summary
• Executive Summary
  • Introduction
  • The Evolution Of The Asset Management Industry (Market Focus)
  • Strategies To Cope With A Changing Asset Management Landscape (Strategy Focus)
  • The Role And Future Of Technology Within Asset Management (Technology Focus)
  • Asset Management Technology Expenditure By Front Office Function (Databook)
  • Asset Management Technology Expenditure By Client Base (Databook)
  • The Evolution Of The Asset Management Industry (Market Focus)
  • Summary
  • Analysis
  • Introduction
  • The Asset Management Processing Chain
  • The Demand For Superior Fund Performance Is Driving Strategic Changes To Organizational Business Models
  • Investment Strategies Will Become Increasingly Polarised Across Asset Classes
  • Competitive And Demographic Changes Are Leading To Structural Change
  • An Increased Drive To Harmonize Compliance Rules Globally Is Expected As The Industry Develops
  • Specific Asset Management Regulations Differ Across The Globe
  • Hedge Fund Regulation Aims To Make The Sector More Mainstream
  • Open Architecture Remains The Key To Changing The Balance Of Power Within Distribution
  • Retail Asset Management
  • Institutional Asset Management
  • Conclusion
  • Strategies To Cope With A Changing Asset Management Landscape (Strategy Focus)
  • Summary
  • Analysis
  • Introduction
  • The Drive To Enhanced Performance Is Pushing The Rise Of New Product Segments
  • Asset Allocation Techniques Rising In Importance To Provide Platform For Alpha Growth
  • New Products Target Diversification And Uncorrelated Returns
  • Emerging Markets Provide Another Route To Profitability
  • Outsourcing Trends Are Growing In Popularity In A Bid To Achieve Efficiency Gains
  • Emphasis Continues To Be Placed On The Placement And Charging Of Investment Products
  • Transparency Is Placed High On The Agenda
  • Distribution Via Wraps Are On The Rise
  • Conclusion
  • The Role And Future Of Technology Within Asset Management (Technology Focus)
  • Summary
  • Analysis
  • The Drive To Offer Superior Performance Is Changing Risk Procedures In Both The Front And Middle Office
  • Risk Control Is Proving Essential To Meet The Growing Needs Of Investment Managers
  • Operational Risk Is Identified As A Key To Profitability
  • Outsourcing Fund Marketing Functions Is Growing In Popularity For Asset Management Firms To Maintain Efficiency
  • Vendor Opportunity Exists In Flexible, Customizable Solutions
  • Online Issuance Is Developing As An Effective Distribution Channel Although Several Models Exist
  • Fund Supermarkets
  • Fund Supermarkets And Ifas
  • Wraps
  • Online Stockbrokerages
  • Banks And Ifas
  • Conclusion
  • Asset Management Technology Expenditure By Front Office Function (Databook)
  • Introduction
  • North American Asset Management Technology Expenditure By Front Office Function ($M)
  • European Asset Management Technology Expenditure By Front Office Function ($M)
  • Japanese Asset Management Technology Expenditure By Front Office Function ($M)
  • Asset Management Technology Expenditure By Client Base (Databook)
  • Introduction
  • North American Asset Management Technology Expenditure By Client Base
  • European Asset Management Technology Expenditure By Client Base
  • Japanese Asset Management Technology Expenditure By Client Base
• Appendix
  • Methodology
  • Definitions
  • Ucits Iii
  • Alpha
  • Var
  • Further Reading
  • Ask The Analyst
  • Datamonitor Consulting
  • Disclaimer
• List Of Tables
  • Table 1: North American Asset Management Technology Expenditure By Front Office Function ($M)
  • Table 2: European Asset Management Technology Expenditure By Front Office Function ($M)
  • Table 3: Japanese Asset Management Technology Expenditure By Front Office Function ($M)
  • Table 4: North American Asset Management Technology Expenditure By Client Base ($M)
  • Table 5: European Asset Management Technology Expenditure By Client Base ($M)
  • Table 6: Japanese Asset Management Technology Expenditure By Client Base ($M)
• List Of Figures
  • Figure 1: The Asset Management Processing Chain
  • Figure 2: Operational Requirements For Sox Compliance Continue To Affect Asset Managers
  • Figure 3: Strategies Differ For Firms Across The Investment Spectrum
  • Figure 4: Operational Efficiency Is The Major Driver Behind Back-Office Change
  • Figure 5: Asset Managers Are Undertaking Strong Initiatives To Handle Operational Risk
  • Figure 6: Successful Firms Will Move From A Reactive To A Proactive Approach To Risk Management
  • Figure 7: North American Asset Management Technology Expenditure By Front Office Function ($M)
  • Figure 8: European Asset Management Technology Expenditure By Front Office Function ($M)
  • Figure 9: Japanese Asset Management Technology Expenditure By Front Office Function ($M)
  • Figure 10: North American Asset Management Technology Expenditure By Client Base ($M)
  • Figure 11: European Asset Management Technology Expenditure By Client Base ($M)
  • Figure 12: Japanese Asset Management Technology Expenditure By Client Base ($M)