How scalable customisation is driving change in the investment management industry
- Clients increasingly expect customised solutions from investment managers
- Recent technological advancements enable investment managers to provide customised solutions to all market segments
- Firms which are able to deliver customised solutions at scale are gaining a competitive advantage in a new era of investment management
The key to successful investment management
The demand for customised solutions will only rise as more relevant data on individuals becomes available, and more assets become tradable due to the rise of tokenisation. That’s why successful investment managers need to focus more and more on providing their clients with customised investment solutions while keeping their costs under control: they have to make customisation scalable.
Interestingly enough, 80% of respondents to a recent Accenture survey in the asset management space indicated that “customisation for the masses” will be important in 2025.
Today, technology has put this goal within the reach for investment managers. And as this trend gathers momentum, we expect the marginal cost of production of highly customised investment solutions to fall sharply towards zero.
To succeed in this market, investment managers must implement highly systematic approaches to portfolio construction and portfolio management that can leverage new technologies to increase automation. Successful organisations will implement new operating models and new technologies enabling them to reduce the marginal costs of providing customised investment mandates to near zero.
Read more about the future of the investment industry, investment management solutions and correspondent technologies. The full paper with our perspective on the transformation of the investment industry can be downloaded from this page.
See how Tindeco’s VISION platform can help you addresses the challenges outlined in the whitepaper by requesting a free demo here.