Growing public concern and advocacy for environmental and social issues has led to the rise in sustainable investing. Environmental, social, and governance investing, known as ESG, has emerged as a leading practice among the sustainable investing landscape. Wealth & Asset Managers today face an unprecedented opportunity to strategically transform how and where they invest their clients’ assets. Driven by business strategy and vision, Capco is supporting our clients by developing tactical short and long-term strategies, which can be adapted to the ever-changing ESG environment.
The Outsourced Chief Investment Officer (OCIO) market has seen increased competition due to significant growth, reaffirming the need for OCIO firms to differentiate their market strategies, customer segments they focus on, and business models they employ. Capco’s strategy and insights are helping leading OCIO firms evaluate their infrastructure and technology, capabilities, products, client reach, and ability to achieve economies of scale required to be viable in this growing market segment.
Asset Managers are enabling features of next-generation operations by rethinking legacy processes and adopting a modern approach to data and technology. New capabilities in digital onboarding, as well as choosing an outsourced operations model to allow firms to free up valuable resources, offer new value-add services, grow managed assets, and provide enhance people experiences. Capco works with clients to define next-gen operating models and empowers organizations to transform their workforce, providing the foundation for transformational technology success.
Global asset managers are responding to global macroeconomic trends by exploring business model transformation, pursuing value chain consolidation, and seeking new channels and technology to enhance distribution. Capco assists our client's to define the capabilities required to execute an alternative distribution strategy that effectively leverages digital advice & analytics capabilities to penetrate targeted segments and compete in controlling investor relationships.
Over the last few years, global regulators have instituted an assortment of new rules impacting the asset management industry, including, but not limited to, the U.S. Securities and Exchange Commission (SEC) and Essential Services Maintenance Act (ESMA) liquidity rules, the ETF Rule-6c, Uncleared Margin Rules, the Securities Financing Transaction Regulation, and the move away from London Inter-Bank Offered Rate (LIBOR). Capco works with clients to deliver sustainable regulatory compliance and reshape business models.