Transform, Optimize, Scale - Operational Alpha Delivered

The Asset management landscape is facing structural headwinds as a result of low fees environment, rising cost to income ratio, and evolving investor requirements. This will require AMs to transform into a future ready operating model - one that supports a firm’s growth ambitions efficiently, while preserving its identity and investment culture.

Asset managers should take a closer look at the three core pillars of processes, people, and data and technology - to decide what to retain, redesign and partner on as they transition to their target operating model

Process: Use a foundational lens to classify processes across the value chain (front, middle and back office) as core and non-core, in line with the firm’s strategic priorities

People: Reimagine talent beyond headcount- optimize costs, enhance / acquire skills, and generate value. Avoid overpaying for commoditised tasks while under-resourcing key function

Data and technology: Strategically build, integrate and scale tech - not just as enablers but as key performance drivers. 

Crisil Integral IQ has been a strategic partner for multiple asset managers through their transformation journey. Our domain-led expertise, operating scale, and proprietary accelerators have helped these asset managers unlock operational alpha. 

Abhik Pal

Global Head of Practice

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Akshat Ruia 

Global Head of Buy-Side Practice

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Thomas Butler 

Global Client Partner

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George Goldman

Global Client Partner

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Sam Elbarouki

Global Client Partner

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