Investment Management
As the global economy begins to recover, the investment management industry faces intense pressure from all sides. Regulators and investors alike are urging asset managers to increase transparency, improve controls, and manage risk more effectively. At the same time, asset managers must focus on delivering the greatest value possible to their customers by managing costs, staying ahead of regulatory change, and improving operations.
Navigant’s Investment Management consulting team works with investment advisers, private fund sponsors and advisers, investment companies, and broker-dealers to develop and improve operations, risk management, distribution and compliance functions. Our solutions allow our clients to focus on the issues that matter most to them: outstanding performance, asset growth and retention, risk mitigation, and regulatory compliance. Our core services for asset management clients include:
- Strategic planning and change management
- Operating model design and implementation
- Operational improvement based on Lean Six Sigma principles
- Outsourcing and offshoring
- New product development
- Strategic compliance program strategy, development and evaluation
- Operational and IT benchmarking
With Navigant’s help…
…a group of partners launched a new investment management firm in a three-month timeframe.
…a multinational asset management firm reviewed and refreshed its global outsourcing partnerships.
…a multinational asset manager conducted due diligence reviews for more than 100 servicers.
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Advantage: RDR and The Wild West
A special issue of Advantage covering the latest RDR news and information.
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Coming to Terms with OTC Derivative Risk
In the fourth annual Derivatives survey conducted by Navigant in conjunction with Global Investor, we find confidence returning to the market but also changes in usage.
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IFP Case Study: Asset Manager from Scratch (in 30 days)
Building an asset manager from scratch - and quickly! Navigant's award-winning engagement with Independent Franchise Partners.
Special Edition: Advantage Investment Management (UK)
Are You a Master of the Game?
Despite the prevalence of Outsourcing as a model across many aspects of asset management business, as in a game of Chess, there are many aspects to think about in order to master the challenge.
A misplaced decision could have many consequences. The key to making the right decision is being best informed and, just as in the game of chess, understanding the strategies at play.
In this series of short discussions, Navigant consultants share their views on the typical areas of fear and uncertainty. Click links below to read each article.