Automating process and using data just once - but for many purposes - is increasingly seen as the best way for asset managers to respond to the demand for 24/7 reporting capability.

1. Right
First Time
THE IMPORTANCE OF
“WORKING THE PORTFOLIO” ONCE

2. Operational efficiency is
always important, but
never more so for asset
management firms today.

3. To achieve this, a key driver
is the ability to do something
once, to do it properly and for
multiple parties to benefit.

4. A NEW WAY OF
WORKING
This relies on two capabilities:
Firstly, the system must be capable
of taking in data and distributing it
to a variety of end users in a format
that meets their specific needs.
Secondly, the system must
facilitate and allow for self service,
where end users take the output
and configure it themselves.

5. Old systems are not scalable or
flexible for today’s markets.
The demand is for flexible, transparent
and accurate analytics and reporting.
Too many systems mean duplication of
effort and increased operational risk.
THE CHALLENGE

6. 21ST CENTURY RESPONSE
The latest technology means processes can be automated to:
This means “working the portfolio” once for the benefit of many, as
opposed to doing something slightly different and many times over.
Share information
more effectively.
Consolidate
data sets.
Reduce
workflows.
Achieve desired
scalability.

7. The need for scalability through
automation is being driven from all
angles. And because these problems are
not limited to one single vertical or silo,
then manpower alone is not the answer.
REASONS TO
AUTOMATE

8. REASONS TO
AUTOMATE
GERT RAEVES, SENIOR RESEARCH DIRECTOR, CEB TOWERGROUP
“One of the key mechanisms that we
as IT providers can offer, is to reduce
the effort associated with data and
analytics. We can make it much more
programmatic, much more automated
and much more owned by IT.”

9. Most asset managers have realized this. They
want the right systems capable of managing
any asset class and analytics in an effective
and scalable way.
To achieve this, clean data and well defined
processes are essential.
THE ROLE OF DATA
AND PROCESS

10. Data aggregation is also important.
Without it, asset managers face the risk of
manual aggregation, which can be difficult
and reduces responsiveness, hinders
growth and increases operational risk.
THE ROLE OF DATA
AND PROCESS

11. MORE NEEDED
Good data and a robust
data management
workflow is important.
But that’s just a start.

12. Tools capable of producing aggregated dashboards
and data analytics are also needed.
Having fewer copies of signed off official data
and analytics reduces the risk of ‘rogue’
information being released in the wild.
Individuals and departments are then freed up to
leverage official data for their own use and enhance their
own reporting - both internally and for external clients.
SELF SERVICE
COMES NEXT

13. THE VALUE OF
SELF SERVICE
With greater agility and interactivity:
Middle office
teams can be more
responsive and
add value through
analytics.
Performance and
risk can be measured
more forensically and
in collaboration with
multiple teams.
Valuable business
information has a
greater reach and more
chance of contributing
to the bottom line.

14. DATA AND ANALYTICS
IN THE CLOUD
• Provide secure and controlled access to the client
directly so they can self-service.
• Rest assure the numbers are right because you’re
in control of them.
• Limit the access and content of what people can
see, based on their role.
• Reduce the cost and pressure on the middle office.
With a single copy of the data and the
right analytics in place you can:

15. Technological advances mean that systems
can now lead to a single copy of the data,
a systematic workflow and sharing of data
and information to allow for configurable and
bespoke performance and risk analytics.
Again this is based on the notion of working
the portfolio once - but properly - so everyone
can benefit from it and follow the same ‘script’.
IT CAN BE
DONE

16. Being in the cloud means the system can
be easily updated and new data types and
workflows can be added without disruption.
That’s good news for operational efficiency
and great news for client servicing.
FUTURE PROOF
YOUR TECHNOLOGY

17. “This is value-add
business information. It’s
not just data any more.”
DAMIAN HANDZY, GLOBAL HEAD OF RISK, STATPRO

18. • Demand for always on reporting needs to be met.
• Inputting and analyzing data once saves time and effort.
• Being able to manipulate the results adds value and can
lead to deeper insight and a bottom line contribution.
• The right analytics platform can make all of this happen.
TAKEAWAYS

19. LOOKING FOR
IMPROVEMENT IN
YOUR MIDDLE OFFICE?
Performance and risk analytics 2016-2020
The future business case for boutique asset managers
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