Insights
Product
November 3, 2026
Aiviq whitepaper
A New Emphasis on Fund and Client Profitability in Investment Management
With operating margins tightening, investment firms are doubling down on financial discipline and on forecasting business growth. This whitepaper looks at why managers are building firm-wide profitability modeling, and how leading firms embed scenario planning in critical business processes.
Inside the whitepaper
- Analysis and forecasts for UK investment management profitability
- The client and fund factors that shape cost allocation models
- The data challenges that make profitability forecasting hardest
- A case study of how Aiviq saved an FP&A team over $150k in setup costs
- How a global AUM platform gives FP&A teams new insight
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Aiviq Insights
Research, product news and commentary from the Aiviq team, built on 15+ years of working with asset managers' client data.
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