As the asset management industry faces mounting pressures from fee compression, regulatory change, and evolving client expectations, firms are re-evaluating their operating models to ensure they are fit for the future. This report, produced in collaboration with Amundi Technology, explores how firms are adapting their operations and technology to remain competitive, scalable, and resilient in a rapidly changing environment.
The survey reveals that 62% of leaders believe their current operating models do not fully support their future business needs. Key challenges include data management, digitalisation, regulatory reporting, and rising operational complexity. Only 3% of firms feel fully prepared to meet future demands, highlighting a significant gap between ambition and execution.
Four major forces are shaping the future: product innovation, technology disruption, digitalisation, and industry consolidation. These trends are increasing the complexity of operations and demanding more agile, scalable solutions. Outsourcing is emerging as a strategic lever, with 70% of firms planning to outsource more functions—particularly in the middle and back office—to improve efficiency and focus on core competencies.
The report outlines four strategies to future-proof operating models: system simplification, provider rationalisation, product and client focus, and further outsourcing. Firms that embrace these strategies can reduce costs, enhance agility, and unlock new growth opportunities.
Ultimately, future-proofing is not a destination but a continuous journey of adaptation. Firms that invest in flexible, data-driven, and technology-enabled operating models will be best positioned to thrive.
Download the full report to explore the data and insights in detail. If you’d like to discuss how your firm can evolve its operating models to meet future demands, get in touch.
