Optimise your ops: Taking a strategic approach for greater efficiency and scale
In the modern investment landscape, investment managers face mounting pressures on multiple fronts. While Consumer Duty regulations demand enhanced oversight across large, complex portfolios, which requires sophisticated, deep and more frequent analysis. And institutional clients expect both customisation and demonstrated excellence in risk management at all times.
How can firms with discretionary permissions maintain their edge while optimising for operational efficiency?
Scale vs. Sophistication: Meet the modern investment management challenge
Firms with discretionary permissions have discovered that their established investment frameworks aren't scaling effectively under new regulatory and operational pressures. What begins as minor inefficiencies in risk monitoring or legacy portfolio management can escalate into significant operational challenges at an institutional scale.
Consider this: How robust is your risk management framework across multiple strategies? Is your fund monitoring system equipped to handle complex, multi-jurisdictional portfolios? Can your current infrastructure scale efficiently with your AUM growth?
Strategic enhancement of investment efficiency
Rather than building every capability in-house, leading wealth managers are choosing to take a more sophisticated approach by strategically enhancing their infrastructure through targeted institutional partnerships.
Tailored Solutions from FE Investments offers a consultative approach that preserves their investment autonomy while providing high-level investment support precisely where it’s needed.
The benefits of working with an established investment specialist
1. Enhanced Risk Architecture: Get support with implementing sophisticated risk management frameworks that scale across strategies and jurisdictions.
2. Operational Excellence: Let FE Investments help you streamline complex processes from systematic fund monitoring to institutional-scale trade execution.
3. Regulatory Sophistication: Learn how to execute Consumer Duty requirements while maintaining robust oversight across diverse investment strategies.
Most importantly, a partnership with FE Investments offers truly scalable infrastructure, whereby firms access sophisticated investment management capabilities without significant fixed cost investment.
The strategic evolution of scale
As regulatory requirements continue to intensify and portfolio complexity increases, the ability to leverage flexible and robust outsourced investment capabilities becomes crucial for sustainable growth in assets under management.
Download guide: Is a consultative, bespoke approach the right fit for your firm?
Tailored as a service allows you to transform your discretionary management practice by leveraging proven expertise from FE Investments. Find out how you can:
- Select the individual investment management processes that complement your existing process
- Strengthen risk management and reduce key-person dependency
- Streamline complex reporting or time-intensive operations
If you're a firm with discretionary permissions, whether you're serving retail clients or operating as a wealth management business, Tailored Solutions let you leverage FE Investments' operational efficiencies.
Important information:
This is a marketing communication, intended for financial advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.