A New Emphasis on Fund and Client Profitability in Investment Management

In a new era of tightening operating margins, investment firms are doubling down on financial discipline and strategic forecasting of business growth.

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TermsCloud Customer Forum Benchmarking Survey

Please note that:
- All survey responses will be anonymised and aggregated before sharing
- Results will be summarised with no attribution to specific firms
- Aggregated response will only be shared with participating Aiviq Customer Forum members, unless otherwise agreed
- Individual responses will remain strictly confidential to Aiviq and deleted after peer benchmarking survey completion
- No competitively sensitive information will be requested or disclosed in any format

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Aiviq Insights

As an innovative product company that is part of a wider family of boutique consultancies focused exclusively on asset management, Aiviq has a unique perspective on market trends and industry innovation