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E&Y Survey on Investment Operations Finds Similarities Among Managers

Ernst & Young recently released the results of a survey on asset management investment operations.  The survey compiles responses from 40 leading global asset managers headquartered in the US and Europe with assets under management ranging from $5 billion to $1 trillion.  While there are differences among asset managers based on size and geographic locations, agreement among firms included

  • Focusing on distribution and brand management to drive asset growth
  • Assessing and implementing strategic changes to programs to address global regulation by a number of regulators
  • Leveraging a firm’s global footprint by creating a global operating model
  • Diversifying from traditional financial center hubs to maximize tax advantages
  • Considering which operations to outsource, the optimal number of providers to use, and how those third parties can be integrated into the enterprise
  • Expanding and maturing data management and information security programs.