Richard Green’s Post

At AssetQ, it's very important to us that our solutions meet and exceed the needs and expectations of our clients. And our work speaks for itself. Take a look at this testimonial from a happy client — Giovanni Pattison, Investment Manager, Reeves Independent: "Reeves has been using AssetQ since 2022, and we selected the platform for its extensive coverage of asset managers. This breadth is crucial for us, as it enables us to compare funds on a like-for-like basis, ensuring that we don’t miss out on promising investment opportunities for our clients. Previously, we collected data directly from managers — a resource-intensive process. Now, with AssetQ, we can reallocate that effort to more value-adding activities, such as enhancing the quality of our client service and providing more tailored advice. The platform's Consumer Duty information has also been invaluable, allowing us to quickly identify outliers and proactively engage with asset managers using the Issue Tracker. This not only streamlines our communications but also provides a clear audit trail, ensuring transparency and accountability, both of which are essential to delivering the high standards of service our clients expect." Read more about our solutions here: https://heyor.ca/tjA3xs #AssetQSolutions #ClientTestimonial #AssetManagement #ConsumerDuty

Asset managers are prioritising high-quality data to enhance the investor experience. Recent research by Northern Trust reveals that 72% of global asset managers rank data quality as their top concern. Consistent and accurate data is crucial for understanding client needs and providing the right products. Trusted, high-quality data is the cornerstone of Fundipedia. We provide innovative technology that enables asset managers to collect, disseminate and reconcile any type of data—providing them with end-to-end control, insights that drive smart business decisions and the confidence to meet regulatory requirements. Get in touch for a demo and see for yourself why asset managers choose Fundipedia for accurate, reliable and auditable data. #datamanagement #data #assetmanagement

Launch alert! 🔔 We are excited to share some news with you! Thank you Tell Media Group AB for a nice article and to Niels Wille at Columbia Threadneedle Investments EMEA APAC for your comment! Our new onboarding wizard is a response to the problem that asset managers are facing constantly - delivering data to different vendors in different format and hoping the funds are represented correctly by the vendors! Our new onboarding wizard lets asset managers add and update funds on Fundrella seamlessly, exposing them to professional investors in the Nordics and the Netherlands, representing some EUR 630 billion in investable assets and accessing actionable insights to improve competitiveness around ESG. https://lnkd.in/dYmvi99R

We’ve been analyzing the challenges facing External Asset Managers (EAMs), and it’s clear that success in this field goes far beyond just market performance. Here's the rundown of the top 10 challenges EAMs are grappling with: ☑️ 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Balancing tailored solutions with operational efficiency ☑️ 𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗖𝗹𝗶𝗲𝗻𝘁 𝗗𝗲𝗺𝗮𝗻𝗱𝘀: Adapting to requests for both passive and highly personalized products ☑️ 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗔𝘀𝘀𝗲𝘁𝘀 𝗨𝗻𝗱𝗲𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Scaling while maintaining service quality ☑️ 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗦𝗵𝗮𝗿𝗲 𝗼𝗳 𝗪𝗮𝗹𝗹𝗲𝘁: Integrating a wider range of assets, including non-bankable ones ☑️ 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗶𝗼𝗻: Standing out in a crowded market ☑️ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻 𝗙𝗿𝗶𝗰𝘁𝗶𝗼𝗻: Streamlining the process of creating custom products ☑️ 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Navigating an increasingly complex landscape ☑️ 𝗥𝗶𝘀𝗶𝗻𝗴 𝗖𝗼𝘀𝘁𝘀 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻: Balancing operational expenses with competitive pricing ☑️ 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Finding the right mix of digital tools and personal service ☑️ 𝗩𝗲𝗻𝗱𝗼𝗿 𝗟𝗼𝗰𝗸-𝗶𝗻: Reducing dependency on limiting platform and service providers The good news? Innovations in Assetization are offering new ways to address these challenges and create opportunities. Which of these challenges are you facing in your day-to-day work? Want to dive deeper into these challenges and explore the solution? Sign up for our upcoming webinar 👉 https://lnkd.in/gb9kjKpU #WealthManagement #AssetManagement #FinancialInnovation

The investment management industry is undergoing rapid transformation. To thrive, firms must prioritise client experience and embrace a product-led approach inspired by tech companies. Explore our latest blog for a deeper dive into how these developments can enhance client satisfaction and promote a new way to approach regulatory changes like the UK's Consumer Duty. #TechInnovation #ConsumerDuty #ClientExperience #InvestmentManagement #RegulatoryCompliance #ProductLed #Finance #Kurtosys

Four months into my new role as CPO at Kurtosys, and I'm immersed in the complexities and opportunities in the asset management industry. I've loved diving deep into the industry and sharing my thoughts on how to leverage product strategies for better client outcomes. Check out my latest blog on an approach to navigate Consumer Duty #assetmanagement #newrole #consumerduty #tech #regulation #clientrexperience

Interesting findings from a survey of 300 global asset managers: - Indicates a shift away from cost reduction towards improving #ClientExperience, enhancing quality and accuracy, and expanding product offerings in the next two years. - 83% of respondents plan to change their #ProductStrategy to meet diverse client needs, emphasizing tailored product offerings over one-size-fits-all solutions, backed by #data

By addressing these challenges and implementing effective strategies, asset managers and advisors can position themselves for long-term success in the evolving landscape.

Navigating a challenging terrain, asset managers are evolving to improve the investor experience. A survey by Northern Trust and WBR Insights shows that 95% of UK managers prioritise this. Global trends reveal a shift from cost control to offering the right product fit, with 83% planning to change their product strategy and 75% refining operating models. Get more insights in this fascinating article and gain more in-depth knowledge in their white paper! Read it here 👉 http://spr.ly/6040iQ2Tk #assetmanagers #investors #CX #investorexperience #assetmanagement

In today's challenging financial landscape, competition and innovation are crucial. Bill Gourlay, Independent Consultants Network, stresses the need for breaking down silos to drive progress in this article. He discusses how breakthroughs come from working together, the connection you can make at IMpower FundForum, streamlining operations, what’s next for asset management and more! Dive in here 👉 http://spr.ly/6047isMDR #IMpower #FundForum #investment #assetmanagement #tokenisation