EPM for Asset and Wealth Management

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Industry Challenges
Operational Hurdles
Key Use Cases
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Stay ahead of market volatility and investor demands with real-time insights and data-driven decision-making powered by Enterprise Performance Management (EPM).

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What is EPM for the Asset Management Industry?

Enterprise Performance Management (EPM) in asset management empowers firms to streamline forecasting, budgeting, and performance analysis across diverse portfolios. It provides real-time insights to optimize investment strategies, manage risk, and drive profitability. EPM connects financial and operational data to deliver the agility asset managers need to adapt to market shifts, meet regulatory demands, and accelerate growth. With EPM, firms can confidently make data-driven decisions that fuel innovation and maintain a competitive edge in an evolving landscape.

What are the Business Challenges in the Asset Management Industry?

Performance Measurement

Accurately attributing returns across diverse strategies and asset classes is critical but increasingly difficult.

Regulatory Compliance

Complex and evolving regulations demand precision in reporting, creating a significant compliance burden.

Fee Pressure and Margin Compression

With the rise of low-cost alternatives, firms must do more with less to maintain profitability.

Risk Management

Market volatility, geopolitical risks, and ESG concerns require more sophisticated tools to assess and mitigate risks.

Client and Investor Reporting

Investors demand greater transparency and faster reporting, challenging firms to keep pace with real-time data needs.

Data Integration

Managing vast amounts of data from multiple sources makes it difficult to generate actionable insights.

Operational Efficiency

Growing portfolios and increased complexity require firms to scale their operations efficiently without increasing costs.

ESG Integration

Investors expect asset managers to incorporate ESG factors into decision-making, adding another layer of complexity to the investment process.

What's Getting in the Way for the Asset Management Industry?

Data Integration and Quality Challenges: Disparate systems and siloed data make it difficult to integrate and analyze key performance metrics, leading to inconsistent insights and delayed decision-making.

Timely and Accurate Forecast Completion: In a rapidly changing market, slow, spreadsheet-driven forecasting makes it hard to meet investor expectations for real-time performance reporting and leaves firms vulnerable to poor decision-making.

Regulatory Compliance: Increasingly complex regulations overwhelm manual processes, making it difficult for asset managers to ensure compliance while meeting evolving standards of transparency and risk management.

Inefficient Spreadsheet-Driven Processes: Over-reliance on manual, spreadsheet-based systems creates inefficiencies in performance reporting, risk management, and operational scaling, hindering firms from responding quickly to fee pressures, margin compression, and growing ESG demands.

What are the Key Use Cases for EPM in the Asset Management Industry?

Performance Attribution and Reporting

EPM enables real-time tracking of portfolio performance, breaking down returns by asset class, geography, and strategy, ensuring transparency and allowing firms to respond quickly to market shifts.

Risk Management and Scenario Analysis

EPM integrates risk analytics with financial planning, allowing asset managers to perform stress tests and scenario analysis to better manage market, credit, and operational risks.

Regulatory Compliance Automation

EPM automates regulatory reporting, ensuring timely and accurate submissions, while reducing the manual workload and compliance risks associated with evolving regulations.

Cost and Margin Optimization

EPM helps firms streamline operations, reducing inefficiencies in manual processes and improving cost management to protect margins against fee pressure and competition from lower-cost alternatives.

ESG Integration

EPM tracks ESG data alongside traditional financial metrics, helping asset managers incorporate environmental, social, and governance factors into their decision-making and meet growing investor demands for sustainability.