In this episode of AlphaChat, AlphaCert CEO Phil Pietersen and industry expert Stephen Huppert discuss some of the mega trends reshaping the investment management industry, and what they mean for leaders in operations, data, risk and technology:
- Internalisation: Investment management firms are increasingly moving away from outsourced models to take back control, reduce costs and improve agility. But doing so requires a rethink of operating models, systems and governance.
- Internationalisation: As funds expand globally and adopt “follow-the-sun” operations, ensuring data accessibility, consistency and compliance across time zones and jurisdictions become critical success factors.
- Digital transformation: Start small to gain immediate value. Replacing legacy spreadsheets and manual processes can be a first step toward modernising your infrastructure - reducing operational risk, removing key-person dependencies, and improves auditability.
- AI: Artificial intelligence is revolutionising how firms generate insights, automate workflows and build efficiency - but its success depends on one thing: trusted, high-quality data.