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Future of Investment Management (Investors (female domination, less…
Future of Investment Management
Current disruptions
ETFs
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Robo advisors
Money market fund by Alibaba
Money transfer facility by FB
Outcome based portfolio designs by machines
Investors
female domination
less regular income
Higher amount to invest
personalized services
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Pressure on fees
Increasing importance if Millennials.
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Seamless and customized information
Growth in ESG(environmental, social and governance) investment
Asset managers
Need to embrace technology
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Build scale
Back office & Middle office reduced/automated
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Emerging techs
Machine learning
Natural language processing
robotic process automation
Predictive analytics
smart contracts
distributed ledger/blockchain
Technology-enabled investing will also lead to a
blurring of the lines between asset management,
banking, insurance, wealth management and
technology companies. Technology and data
analytics will be used to construct multi-asset
outcome-based solutions using low-cost building
blocks such as ETFs or index trackers
Regtech, reduces compliance cost
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Regulators
Increased cost of regulatio
Pressure on fees
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Increased demand for transparency
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