Asset managers are under growing pressure from fee compression, regulatory change, and shifting client expectations. To stay competitive, scalable, and resilient, many firms are rethinking their operating models and technology strategies.
This report, produced in collaboration with Amundi Technology, examines how firms are adapting to these challenges. Survey findings show that 62% of industry leaders believe their current operating models fall short of supporting future business needs. Key pain points include data management, digitalisation, regulatory reporting, and increasing operational complexity. Only 3% of respondents feel fully prepared for what lies ahead, revealing a clear gap between ambition and execution.
To address this, the report identifies four strategies for future-proofing operations: simplifying systems, rationalising providers, focusing on products and clients, and expanding outsourcing. Outsourcing is gaining traction, with 70% of firms planning to delegate more functions – especially in the middle and back office – to boost efficiency and concentrate on core strengths.
These strategies offer firms the chance to reduce costs, improve agility, and unlock new growth opportunities. However, future-proofing isn’t a one-off project – it’s an ongoing process of adaptation. Firms that invest in flexible, data-driven, and technology-enabled operating models will be better equipped to respond to change and lead in a fast-evolving market.
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.
