Australia

Details

  • Industry: Financial Services, Banking, Investment Management, Superannuation
  • Type: Case study, Survey report
  • Date: 17/08/2011

Agile Asset Manager

Agile Asset Manager is a series of thought leadership publications for CEOs and management teams of asset management organisations.

The Agile Asset Manager 

Agility is being discussed with increasing frequency in the asset management sector and broader financial services industry. This report is intended to stimulate debate in the asset management industry on why agility is becoming a critical competence in helping asset managers outmanoeuvre and outperform the competition.
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Executive summary


We expand on the Executive Summary and explore how agility can be created and deployed in support of developing and operationalising strategy.

 

We include case studies which bring to life how some of the 26 CEOs, 5 CFOs and 6 COOs of leading asset managers we interviewed are creating and deploying agility in the context of their strategic priorities.

 

Key insights

  • Agile asset management organisations are more likely to outmanoeuvre and outperform less agile competitors.
  • CEOs believe the firms they lead need to be more agile if they are to remain relevant to clients and grow profitably.
  • The impact of the financial crisis combined with significant market opportunities ahead, means agility will be critically important.
  • Asset managers need to blend the sources and deploy them in a manner that supports their strategic and financial objectives.
  • Agility around clients, products and markets is created primarily in the asset manager’s operating model.
  • Agility can be stored, often at low cost, and deployed when required.
 

Investment Management

We work with clients to gain an in-depth market understanding and develop strategies spanning fund life cycles from value creation to realisation.

Superannuation

KPMG's Superannuation practice offers a range of services to superannuation funds, life offices, employers and fund trustees.