Details

  • Industry: Financial Services
  • Type: Business and industry issue
  • Date: 2011/07/18

Financial Services

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The Agile Asset Manager: Executive Summary 

The Agile Asset Manager is intended to stimulate debate in the asset management industry on why agility is becoming an increasingly critical competence in helping asset managers outmanoeuvre and outperform the competition. It outlines how agility can be created and deployed in developing and operationalising strategy.

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To underpin and challenge our own thinking, we interviewed 26 CEOs, five CFOs and six COOs of leading asset managers operating in Europe. The key findings from our research include:

 

  •  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 the significant market opportunities ahead means that agility will be a critically important competence to possess.
  • Agility around clients, products and markets is created primarily in the asset manager's operating model.
  • The sources of agility are highly interdependent and value can be enhanced by exploiting the linkages.
  • There is no universal model for deploying agility. Asset managers need to blend the sources and deploy them in a manner that supports their strategic and financial objectives.
  • The CEO and top management team have pivotal roles to play in creating, deploying and cascading agility down through the business for the benefit of clients and the organisation.
 

Contact

Contact
Trevor Hoole
Head of Markets: Financial Services
Tel: +27 (0)11 647 7276
trevor.hoole@kpmg.co.za  
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