Asset Management

Framework conditions and current challenges:

The market differentiation observed to date in the asset management industry will continue to accelerate. In the traditional asset classes of bonds, equities and the money market in particular, there is a strong increase in substitution competition from ETFs and certificates, which are generally offered via digital channels. MIFID II is also bringing additional momentum to the market. The result is growing pressure on margins and further market consolidation.

The situation is different in the “innovation market”. New asset classes and new investment technologies offer a wide range of opportunities to create USPs. This requires specific know-how and different employee profiles than before.

CONFIDUM has a broad range of experience in asset management. From strategic questions of positioning, sales and value creation strategy to operational issues such as increasing productivity and business management, we support leading fund companies, investment boutiques and portfolio management departments – together with specialist expertise from our network when it makes sense.

Market potential evaluation and sales penetration/optimization of sales channel mix
Strategic realignment
Target group and product positioning incl. market and product penetration strategies

Market potential evaluation and sales penetration/optimization of sales channel mix
Strategic realignment
Target group and product positioning incl. market and product penetration strategies
Innovative asset management concept models
Price and product models
Value creation structure and optimization of outsourcing concepts
Merger and merger management/M&A support
Increased productivity along all links in the value chain
Controlling system and implementation of key performance/key cost indicators