Australia

Details

  • Industry: Financial Services, Investment Management, Superannuation
  • Type: Business and industry issue, Survey report
  • Date: 13/05/2013

Agile Asset Manager

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

Evolving distribution models in asset management 

Asset managers are constantly under pressure to capture flows, grow assets and protect margins. In many markets the available asset and revenue pools have contracted, with reduced investor confidence and volatile markets translating into a combination of weaker inflows, increased price sensitivity and the growing adoption of lower cost passive products.
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Irrespective of an asset manager’s market, segment or channel focus, the effectiveness and efficiency of its distribution function is critical to protecting existing assets and capturing new opportunities.

We predict that the supply-led, product-push distribution model which has served the industry well over many years is no longer the most appropriate in the prevailing and medium term environment.

 

In this second report in our Agile Asset Manager series, we focus on the way distribution functions are structured, organised and managed.

 

Key insights

  • Investors and intermediaries are coming under increasing pressure to justify the value-add for their charges.
  • Power and influence is shifting to those nearest the client.
  • Successful asset managers will be those that create deeper relationships with clients and intermediaries within their target market segments.
  • Breaking down silos is critical to improve coordination, collaboration and effectiveness.
  • Many leading asset managers already looking to rethink and reshape their distribution models in an attempt to regain ground.
  • Client segmentation and improved coverage models are important to enhance quality and effectiveness.
  • Deeper skills and capabilities are required to support richer and more relevant client-centric dialogues.
  • The broader operating model must be aligned to enable and deliver the intended change.
 

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Investment Management

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Superannuation

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