Executive Summary

Asset Management: The Agility Advantage

The accelerating pace of change in institutional investment markets is placing a premium on asset manager agility. The asset management business is being transformed by a host of powerful trends, including soaring interest rates, increased volatility, technology innovation, and rising client expectations. This rapid evolution is forcing asset managers to reassess long-term strategies and become more flexible in making the short-term adjustments needed to “course correct” and keep their strategies on track.

In this report, we will explain how change in the investment management industry is elevating the importance of agility for asset managers and quantify the advantage managers derive from enhanced agility in the competition for complex mandates and strategic relationships.

The paper concludes with a series of suggestions for how asset managers can make their organizations more responsive, flexible and agile.