Asset Management

The asset management industry is growing at a robust pace and evolving constantly. To survive in this fast-paced environment amid fierce competition, companies are exploring ways to provide innovative solutions that generate high returns while complying with stringent regulations. At Foxrock, we leverage our consultants’ business expertise to help clients meet the challenges of this high-potential, yet complex industry.

The asset management industry is marked by:

  • Sustained growth in assets under management
  • Maturity
  • Evolving market players with new competitors such as investment banks
  • Increasingly innovative and complex financial products
  • Substantial regulatory changes

Our advisory assists asset managers through its extensive technical knowhow to be well prepared for these challenges. Further, we support clients to manage organizational change with a focus on the following issues:

Process and structure optimization

  • Organizational and cost-control projects; business process outsourcing
  • High-added-value business models to leverage new growth drivers in asset management
  • Information flow optimization, including operational process overhauls; standardization; and full STP implementation
  • IT tools to manage outsourcers and monitor quality

Regulatory compliance

  • Applications for securities regulator approvals
  • Service-level agreements
  • Business continuity plans
  • Regulatory risks arising from organizational changes