Future of Transfer Agency 2030
RESEARCH REPORT
Across the globe, asset managers increasingly expect asset servicers to help them provide a cheaper, better and faster level of service for investors without having to invest in large-scale transformation projects.
Recognising the need to deliver change faster, Bravura, in partnership with Alpha FMC, have issued the Future of Transfer Agency 2030 report.
The report uncovers the latest trends impacting the Transfer Agency (TA) landscape, highlighting what asset managers expect from their TAs, and how TAs can evolve around future industry needs as the financial services sector continues to evolve at an increasing pace.
KEY INSIGHTS INCLUDE:
- Asset managers want access to real-time data, scalable digital infrastructure and secure portals when deciding an asset servicing partner;
- 60% are actively engaging in cost optimisation initiatives, rising to 77% for larger firms (+$200bn AUM);
- By 2030, client portals, digital onboarding, automation and AI for specific use cases are expected to become standard across the industry;
- Outsourcing remains a preferred strategy for asset managers, with 50% of Middle Office functions being outsourced.
Download the report.