EMBRACE DIGITAL TRANSFORMATION IN INVESTMENT MANAGEMENT

How to heighten your competitiveness with stronger data access
and fewer manual processes

For the investment management industry, change is expected.

A rapidly changing financial market and constantly new or updated regulatory demands keep investment managers on their toes — and illustrate the high level of adaptability investment managers have mastered.

This is about to stand the test.

According to a survey from Deloitte, the financial industry is on the cusp of a digital transformation, with 90% of respondents agreeing or strongly agreeing that digital technologies are disrupting the industry to a great or moderate extent.

And it is not for nothing that the financial industry is preparing to further embrace digitalisation like so many other industries. 

Digital solutions can help navigate the fast-paced and ever-changing financial market as they provide stronger data access, eliminate time-consuming manual processes and have the potential to increase customer engagement. Thereby, improving customer loyalty and retention. 

These are vital factors for any financial institution which aims at remaining competitive and profitable under volatile market conditions — and the right investment management solution could help you achieve just that.  

Continue reading to learn how to optimise your business with an investment management solution.

Achieve faster and more efficient reporting

Reporting is a requirement within investment management, and the demands have only increased since the financial crisis in 2008. 

Whether it is regulatory reports or client reports, we are talking about one of the most time-consuming, tedious and often error-prone tasks within investment management.

This is especially true if data is kept in different silos and systems — the most likely scenario without the optimal digital solution. As a result, many investment managers spend a vast amount of their time producing reports to ensure compliance or showcase performance.

According to the Syntellis financial outlook report from 2022, 62% of CFOs state that pulling data from different sources into a single report is their biggest reporting challenge.

The second place went to accessing clean, consistent and trusted data (44%).

Both challenges can be eliminated with an investment management solution that gathers all your data into a single source of truth.

Not only will it make it easier to pull data, but it will also limit incomplete or outdated information being pulled from different sources at various times affecting the overview of your true exposure and providing you with an accurate data foundation for better decision-making.

Achieve successful regulatory reporting

Learn more about how to meet the demands of regulatory reporting faster and better with an investment management solution.

Eliminate time-consuming manual processes

Manual workflows are a hindrance to efficiency within investment management. Manually pulling or analysing data takes up significant resources and ties up investment managers in repetitive and laborious work. 

Too often, this results in an ineffective setup that impedes scalability and growth, and new hires will be necessary in order to keep up with additional work — eating away at profitability.

With the right investment management solution, you will be able to support your business processes front-to-back and automate daily workflows like reporting. 

In addition, it will become much easier to manage and control risks or maintain an overview of positions, exposure, asset distribution, returns, etc. 

This allows you to free up time that can be used to strengthen your value proposition within your business area.

  • 1. Private Banking

    With the right investment management solution, you will be equipped to manage a high volume of clients and offer the best advice based on complete and detailed overviews. Not only will this allow you to offer the highest service while ensuring the best possible returns, but you will also have the time to service a higher number of clients professionally and efficiently.

    Do you want to learn more about an investment management solution within Private Banking? Find our additional content and videos here.

  • 2. Asset Management

    A comprehensive investment management solution allows you to meet — and exceed — your clients’ demands and expectations. You get the necessary data foundation to provide your portfolio managers and clients with additional value and offer them tailored reports across asset classes while reducing operational risks. In addition, the support of your workflows will allow you to manage and advise more clients.

    Do you want to learn more about an investment management solution within Asset Management? Find our additional content and videos here.

  • 3. Family Office

    Managing a Family Office is an influential position, and with a flexible investment management solution, you get the necessary freedom and support of your business processes to manage and service even highly complex and long-term investment strategies. You get increased data control allowing you to improve performance, maintain an easier overview and meet compliance, accounting and reporting demands across asset classes.

    Do you want to learn more about an investment management solution within a Family Office? Find our additional content and videos here.

  • 4. Pension & Insurance

    With the right investment management solution, you get a single source of truth, eliminating shadow-IT causing difficulties for effective portfolio management, accounting, regulatory reporting and compliance. In addition, you get the necessary insights to manage complex investment strategies and large data volumes across asset classes.

    Do you want to learn more about an investment management solution within Pension & Insurance? Find our additional content and videos here.

  • 5. Bank Treasury

    Managing a Bank Treasury is a challenging task, and handling fluctuating interest rates, balance sheet volatility and regulatory requirements have been a struggle for many. With a comprehensive investment management solution, you get the support of core operational workflows, increased transparency and optimised accounting and bookkeeping processes. This frees up time for your treasury managers allowing them to take on a more strategic role.

    Do you want to learn more about an investment management solution within Bank Treasury? Find our additional content and videos here.

Easier governance of ESG and alternative investments

ESG and alternative investments are becoming highly in-demand investment opportunities. In large, the popularity comes from a wish to balance and diversify the portfolio to combat the volatile market as well as generate a positive impact with one’s investments. 

However, a more diverse portfolio adds up to a more complex investment strategy. 

This heightens the pressure that investment managers face as they have to keep track of the market value and adhere to higher regulatory demands.

Without the right investment management solution, this is indeed a struggle.

A comprehensive and flexible investment management solution that can be fitted to your requirements provides the necessary support and data quality to successfully handle ESG and alternative investments. It will help you keep an easier overview of all the investments, achieve accurate insights into the true exposure as well as meet the higher regulatory demands set in place to combat greenwashing and promote transparency. 

How to manage ESG and alternative investments

Read more about how you can integrate ESG and alternative investments in the asset management industry.

 

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PORTMAN — access to timely, accurate and complete data

The investment management industry is standing on a threshold about to plunge further into the digital transformation. The key reason for this is a need to keep up with increasingly complex landscapes and investment strategies in addition to numerous compliance and regulatory demands. 

The right software solutions for the capital market can help you achieve this.

PORTMAN is a modular-based investment management solution offering you the flexibility and freedom to customise a solution fitted to your needs while gaining access to timely, accurate and complete data and thereby automating your daily workflows.

This gives you a scalable and future-proof solution that will help support and optimise your business.

Shall we talk about the possibilities?

Are you curious about how an investment management solution like PORTMAN can help you create a scalable and future-proof setup that will strengthen your competitiveness?

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PORTMAN, the professional investment management solution

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