Active managers have the chance to differentiate themselves with personalized, niche strategies.
Facing increased pressure to outperform the market, stem outflows and rationalize fees, asset and wealth managers are turning to new strategies to compete in today’s hypercompetitive environment. The opportunity – and challenge – for managers is to not only respond to investor preferences but to lead the conversation around diversification into more specialized opportunities, and then deliver on the promise of personalization.
To make this practice scalable, managers need portfolio construction and rebalancing tools that bring speed and efficiency to the process of security selection and portfolio modeling, largely through automation.
Read this SS&C Advent whitepaper here.