Asset management
Contact : contact@ineum.com
As part of their activities, asset management companies and the investment departments of insurance companies have to face pressures from four external factors:
- The environment: regulations (MIFID, UCITS III), the specialisation of players (private equity multi-management, real estate, etc.) and consolidation of the asset management industry,
- The sophistication of products and services, mass customisation and multiplication of distribution channels as part of the open architecture,
- Optimisation of infrastructures and operational efficiency,
- Business profitability/risk management and seeking synergies between backup functions.
To meet these challenges, the offer developed by the specialised Ineum Consulting team is aimed at all players in the value chain of the asset management professions.
The skills centre develops its fields of expertise and intervenes in collaboration with the other Ineum Consulting teams in the fields of insurance, capital markets, private banking or even securities services.
Examples of achievements:
- Desirability and planning study for setting up a product reference system.
- Remodelling of a platform for managing disposals.
- Remodelling of institutional reporting and set up of performance allocation module.
- Reorganisation of the financial investment management department of an institutional investor.
- Definition of the master plan and assistance with implementing a front-to-back information system of a multi asset manager.
- Segmentation of customers and definition of a product/associated services offer.