Asset managers (AMs) are seeing their revenues tighten due to competition, market volatility, regulation and client demands — all of which erode margins. To grow and achieve scale, many now focus on maximising their unique selling point and leveraging the value it brings to clients. Cost is often a secondary consideration outside of finance departments, although this is likely to [...]
The asset management industry needs to shift from assets under management (AUM) and Flow to client revenue business performance metrics. In any industry, but particularly for asset and wealth management, the perception of business performance by clients, sales teams, business units, and marketing campaigns varies significantly depending on the metric used. Yet, insufficient consideration is often given to how suitable [...]
On 7 December 2021, the Aiviq team ran a webinar on how to master client assets under management (AUM), flow and revenue data for analytics use cases across an enterprise. Set up for those who produce or consume AUM, flow, and revenue data, the session ran incredibly successfully and enabled attendees to understand the root causes of data quality issues [...]
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