The performance and direction of open-end investment funds are largely guided by a confluence of factors including macroeconomic forces, market sentiments, and regulatory shifts. In recent years, the mutual fund industry has witnessed a pivot towards equity-oriented and low-cost index-tracking funds, stemming from market volatility and investor preferences. Growth in...
Discover more insightsThe wealth management landscape is rapidly becoming more dynamic, with a number of trends emerging. Technological transformation sits at the crux of this shift, with the rise of digital wealth management and robo-advisory platforms disrupting the traditional modus operandi. Additionally, there is a growing emphasis on sustainable and impact investing,...
Discover more insightsIn the wealth management sector, large financial institutions and banks dominate the landscape significantly. These giants offer comprehensive services to high net worth individuals, harnessing their expansive platforms, vast resources and advanced technologies. They, thereby, gain extensive market shares, shaping the industry's competitive scenario.
Discover more insightsInfluenced by the landscape of financial markets, economic policies, technological advancements and investor behaviour, performance in Asset Management varies across regions and sectors. Potential of AI-enabled predictive modelling has been recognized, offering substantial competitive advantage to those who adopt it. Yet, only a small fraction of asset managers have embraced...
Discover more insightsThe COVID-19 pandemic significantly disrupted the asset management sector, quickly rendering traditional investment strategies unviable as market volatility soared. Asset Managers had to promptly adjust their approach to ensure the sustainability of their portfolios. From a focus on liquidity management to rapidly adapting investment strategies to better weather market uncertainties,...
Discover more insightsLiquidity indeed plays a critical role in ALM. The interplay of assets and liabilities within a firm often hinges significantly on liquidity factors. In particular, the ability to readily convert assets to cash, to meet short-term obligations, can impact a firm's solvency and thus influences strategic decisions related to ALM....
Discover more insightsThe realm of finance has progressively embraced emerging technologies, streamlining processes and transforming interactions entirely. Initiatives in machine learning, artificial intelligence (AI), and blockchain technology are now the driving forces behind a new realm: Autonomous Finance. These technologies not only enable substantial process, speed and cost improvements but also seamless...
Discover more insightsOn a global scale, cash management has been witnessing several shifts due to the evolution of technology, regulatory environment, and changing consumer behaviors. The heavy reliance on physical cash has been decreasing with a parallel increase in electronic transactions. This doesn't spell the end for cash, however. Instead, the focus...
Discover more insightsWith financial markets becoming ever more complex and interconnected, the asset management industry is currently experiencing an array of transformative trends. Technology is undeniably at the forefront of this evolution, with digital advancements such as blockchain and artificial intelligence offering new ways to streamline operations, enhance customer interactions, and navigate...
Discover more insightsAs the healthcare sector grapples with the challenges of improving care quality, reducing operational costs and adherence to regulatory compliance, the need for efficient asset management systems becomes critical. Advances in technology have led to the emergence of innovative solutions like Radio-frequency identification (RFID), Real-Time Location System (RTLS) and IoT-based...
Discover more insightsA number of trends are noticeably defining the paradigm of investment management. The most striking trend is technology integration; advanced analytical tools are enabling firms to handle growing data volumes and complex portfolios with improved efficiency. Another notable trend is the shift towards sustainable investing. More investors are seeking portfolios...
Discover more insightsThe global landscape of individuals with high net worth (HNW) is undergoing significant transformation. HNW investors are no longer confined to developed economies; emerging markets are producing an increasing number of wealthy individuals. Additionally, inheriting generational wealth is less common as with the advent of new-age industries, self-made HNW individuals...
Discover more insightsAs an investment tool, mutual funds continue to enjoy significant growth. The key drivers include rising disposable income, increasing financial literacy, and a global shift towards investment diversification. Furthermore, technological advancements and digital platforms have simplified investing, driving mass participation. Demand from emerging markets is creating dividends, and green mutual...
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