Investment management’s technology platform of the future

There has never been a better time for investment managers to make strategic technology commitments. Research by Deloitte University shows that investment leaders who invest significantly in technology achieve higher levels of growth and profitability. 

Since technology is a major factor in business performance, what criteria should investment managers consider when choosing their investment management platform? 

Read on to find out what your future investment management technology platform should look like

Plateforme technologique du futur pour la gestion d'actifs

1. It is a 100% integrated digital platform

The investment management platform of the future consolidates all data and investment management activities (fund management, discretionary management, direct management, etc.), as well as all Data, Front, Middle, Back, and Reporting processes.  

It can also manage all the company's asset classes (current and future) while interfacing with your entire internal and external ecosystem (asset servicers, market data providers, management companies, brokers, IS solutions, etc.) thanks to an open architecture and an extensive range of APIs. 

2. It is accessible from anywhere, securely

Cloud hosting means the investment management platform of the future can be accessed from anywhere by internal staff, allowing employees to work remotely with no loss of operational efficiency. 

These cloud-based solutions afford cross-device access (PC, tablet, smartphone) as well as via different applications (web browsers, smartphone applications, Microsoft Office plugins, etc.). 

It is accessible externally, to clients, vendors, and the distribution network

With real-time, self-service data access via a web portal or smartphone application, tomorrow’s investment management software provides customers and partners with a fuller experience.  

Open yes, but secure

The more open the technology, the more important the risk, security, and validation aspects become. 

When selecting the vendor with whom you will create your investment ecosystem, make sure to choose one who is a recognized leader in cyber security, operationally resilient, and with a long track record of delivering quality services and solutions you can trust. 

3. It uses Blockchain solutions

Blockchain has the potential to revolutionize the way assets are transferred. The technology allows for end-to-end tracking and verification of all asset movements between parties in a transparent and quantifiable manner. 

Managing assets on a Blockchain network helps to resolve disputes and data discrepancies more promptly. The technology’s consensual nature means that updates to asset records cannot take place without the agreement of all the parties involved. 

The shared Blockchain ledger lays the foundation for transparent, auditable, and reliable business processes, and it is clear that investment management technology platforms’ use of Blockchain solutions will grow over time. 

4. It enables AI-based investment management

The platform of the future uses new technologies to improve investment managers' productivity on several levels.  

  • Research: It uses Big Data and Artificial Intelligence to analyze and process bulk multi-source data, standardize it and produce investment summaries
  • Investment: It uses Machine Learning to test investment strategies
  • Management: Robo-advisors enable automated and customized financial advice (e.g. for company savings plans)
  • Reporting: The use of natural language processing (NLP) allows investment management commentaries to be written automatically

All these new technologies are connected to the integrated platform via APIs.

IA gestion d'actifs

5. It enables responsible investments

ESG investments have become a mainstream strategy and most investment managers have adjusted their investment portfolios accordingly. 

ESG investments are playing an increasingly important role in shaping society, which means that the risks and opportunities of investment portfolios that include ESG investments need to be addressed as effectively as possible in the years and decades to come. 

From a platform perspective, this means that it is able to retrieve and use ESG analysis data and integrate responsible investments into investment analysis.  

In addition, it stands out by providing new and innovative ESG products via these in-house analyses and methodologies. It also provides legible performance indicators, especially in terms of sustainability. 

6. The service infrastructure is impeccable

In this new era of ever-changing investment technology, the level of support provided by your technology partner is extremely important. 

To be sure you are selecting a technology ecosystem partner who delivers a first-rate service experience, find out about their support infrastructure and the extent of their investment in these domains. The best service experience will come from a worldwide team of experts with the technology and industry expertise to solve any challenge you may face. 

In short: welcome to investment management 4.0

The latest generation of investment management platforms is better equipped to meet the changing needs of investment managers throughout the value chain, and there has never been a better time to leverage this technology to stay competitive through low risk, high profitability, and improved client service.  

Key investment management 4.0 features

  • A complete and integrated platform covering all its business operations and Data + Core Front-to-Back and Reporting requirements 
  • Accessible from anywhere 
  • Blockchain solutions 
  • Augmented investment management using new technologies 
  • Responsible investments 

The ideal foundation for your investment ecosystem

Transform your investment management operations and bring your entire ecosystem (in-house staff, clients, partners, etc.) into a digital world with cross-device and cross-channel investment management software.

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