Connecting the investment management community to drive asset growth

Asset managers operate in a dynamic environment, seeking to maximize returns while mitigating risks amidst market volatility, regulatory changes, and tech advancements. They face regulatory compliance, fragmented systems, complex models, margin pressure, and the need to include sustainability in investing.

To support them, we offer a unified technology platform — the Fund Information Hub — that streamlines data management and global fund distribution, providing market insights and operational efficiency to meet the industry's evolving demands effectively.

Management Companies (ManCos) in the asset management industry are vital for managing and growing investment funds. They face growth challenges due to increased competition and the necessity of handling administrative, reporting, and compliance tasks amidst escalating regulatory changes.

We address these needs with a unified technology platform that uses leading fund data to manage data, produce documents, and distribute in a global context. Hence, the Fund Information Hub serves the global fund management industry effectively and efficiently while promoting seamless global fund distribution.

Increased competition in the growing Model Portfolio Services (MPS) market compels Discretionary Fund Managers (DFMs) to maintain regulatory compliance and scale up distribution operations. They must also facilitate client due diligence processes with minimal manual intervention.

Our technology platform addresses these needs, leveraging our leading fund data for end-to-end data management, document production, and integrated distribution globally.

Banks are one of the most significant distributors of investment funds in the world. Funds are distributed to a broad range of retail investors through their financial adviser networks, wealth management and private banking arms. 

We are able to provide support in these areas, helping banks navigate complex fund regulatory landscapes, optimise their distribution strategies, and enhance operational efficiency while managing costs effectively.

Platforms are becoming central to asset managers' distribution strategies, gaining the power to influence market terms for fund distribution. This shift poses its own challenges for platform providers, including the need for accurate fund information, the latest regulatory data and documents, and the ability to offer value-added services and guidance tools for investors and advisers.

We support these needs, assisting platforms in enhancing both investor and adviser experiences, thereby enabling greater investment choice and more extensive geographical coverage, all while navigating the complex regulatory landscapes in which platform providers operate.

Life insurance and pension fund providers, serving as crucial distribution channels for investment funds alongside banks and platform providers, are dealing with uncertain market conditions, stringent regulations, ESG-conscious investors, and outdated systems, compelling a focus on cost reduction while considering long-term growth. They seek solutions involving system simplification, digital investor journey enhancements, and robust technology ecosystem building to navigate these challenges.

We thus provide support in these areas, aiding life and pension companies in enriching client experiences, navigating complicated regulatory landscapes, and streamlining operations for sustained growth.

Financial advisers are pivotal in guiding clients through the intricacies of wealth creation and management in an evolving regulatory landscape. Their responsibility to assist clients in reaching personal and financial goals, demonstrating value and managing expectations highlights the demand for a solid, compliant centralised investment proposition, accurate fund data, and integrated tools and services.

Our Financial Advice Hub supports advisers in their operations, while ensuring compliance, aiding clients in informed decision-making, managing risks effectively, and enhancing client service quality. It offers a framework for goal-based financial planning, utilising top-tier technology, integrations, and investment solutions for a simpler and more effective financial planning process.