Data on demand: the Aiviq Snowflake integration

These days, everyone is talking about Snowflake. Across the many investment managers we speak with, we have seen growing demand for Snowflake integration capabilities, with many Aiviq customers increasingly selecting vendors that offer flexible Snowflake integrations. This demand is not without reason — Snowflake offers a range of deployment options, a flexible and transparent pricing model, relatively low risk for [...]

By |2022-09-29T09:27:56+01:0028 September 2022|Insights|0 Comments

ISO 27001: the new standard for hosting sensitive client data

As more asset managers invest in cloud-based data and analytics solutions to understand and serve their investors, information security certifications are becoming a primary consideration in the procurement process.

By |2022-08-04T14:51:30+01:002 August 2022|Insights|0 Comments

Through the looking glass

The existential question facing the buy-side is how to grow assets and service clients at lower cost. This drive for operational efficiency is dependent on a capability to collate accurate data about investors and decision makers, including their influence over the flow of money into their investment products. Industry leaders are investing in the capability to ‘look through’ omnibus accounts and fund distributors to create differentiated client experiences. Meanwhile, laggards are struggling with a partial view of sales performance and client engagement.

By |2022-07-27T13:03:03+01:0026 July 2022|Insights|0 Comments

The Challenges of Client Revenue

Client and sales assets under management (AUM) and flows can throw up dozens of false positives and negatives as indicators of business performance. So, why are so many sales managers still relying on these metrics? Effecting a shift to calculating and publishing client revenue metrics on a production basis is complex and difficult to achieve. Below, we have explored five [...]

Hedge Funds Shift to Digital

The COVID-19-induced lockdown has been the catalyst for an unprecedented spike in the adoption of digital channels by investors, including fund subscription solutions and the use of investor portals. It is both a watershed in investor behaviour and is good for business. Investors will not go back to paper. Hedge funds seeking 'Operational Alpha' will ride this wave to higher [...]

By |2022-07-12T10:28:29+01:0017 May 2022|Insights|0 Comments

Mastering Client ‘AUM, Flow and Revenue’ Data

A data transformation is underway in the investment management sector. Leading managers believe that master data management (MDM) capabilities — including shared ontology, semantics, governance and stewardship processes — enable cross-team data sharing, allowing them to outperform competitors that have failed to invest. Of all the data domains, client Assets under Management (AUM), flow and revenue data is arguably the [...]

By |2022-07-12T10:28:39+01:0017 May 2022|Client AUM & FLOW, Insights|0 Comments

Prioritising Strategic Scale Over Cost Reduction

Asset managers (AMs) are seeing their revenues tighten due to competition, market volatility, regulation and client demands — all of which erode margins. To grow and achieve scale, many now focus on maximising their unique selling point and leveraging the value it brings to clients. Cost is often a secondary consideration outside of finance departments, although this is likely to [...]

By |2022-06-08T11:50:26+01:004 April 2022|Insights|0 Comments

Spreadsheets Have Asset Managers in a Stranglehold

The investment industry’s love affair with spreadsheets costs millions each year and is stalling vital data transformations. In July 2021, Tim Harford of the Financial Times published an article titled ‘The Tyranny of Spreadsheeets’ that laid bare the potential real-world impact of mismanaged data. Pertinently for the investment management industry — in which the use of spreadsheets to manage and [...]

By |2022-06-23T19:09:41+01:0024 February 2022|Client AUM & FLOW, Insights|0 Comments

An Essential Move to Client Revenue Measures of Business Performance

The asset management industry needs to shift from assets under management (AUM) and Flow to client revenue measures of business performance. In any industry, but particularly for asset and wealth management, the perception of business performance by clients, sales teams, business units and marketing campaigns varies significantly depending on the measure used. Yet, insufficient consideration is often given to how [...]

Zombie Rebates: An Escape Route for Asset Managers (2/2)

Aiviq previously spoke about how zombie rebates can ruin asset managers’ reputations and relationships with their clientsZombie Rebates Ruin Relationships and Reputations, highlighting the hidden cost of complex distribution networks that managers have built over time. We looked specifically at the cost of inaccurate distributor payments, such as trailer fees, retrocessions, commissions and rebates, that cost managers $220 million each [...]

By |2022-06-23T19:09:10+01:0027 January 2022|Client Revenue & Rebates, Insights|0 Comments
Go to Top