Manual processes in asset management are not only slow but introduce significant operational risk. Data ingestion, transformation, and reconciliation often involve multiple systems and formats, creating room for errors and delays. Deloitte’s Global Intelligent Automation Survey shows that organizations across industries are accelerating automation adoption to improve efficiency and reduce costs.
For asset managers, automation is more than a productivity tool, it is a strategic necessity. Automated interfaces enable straight-through processing, reducing manual intervention in tasks such as pricing updates, portfolio reconciliations, and regulatory reporting.
Beyond speed, automation delivers:
In an environment of fee compression and rising operational complexity, automation is no longer optional, it is the foundation for sustainable growth.
Data is not just complex, it’s costly to manage. Market data requirements have grown significantly, and external data is now one of the largest cost drivers for asset managers alongside personnel and infrastructure. As margins tighten, firms face pressure to streamline market data input and cut costs. The challenge is compounded by the need for multiple sources to achieve full coverage, which increases integration and maintenance complexity.
Rather than relying on expensive, monolithic solutions, many firms are centralizing data governance and adopting cloud-based architectures to harmonize processes and reduce duplication. This approach improves traceability and lowers costs without sacrificing quality.
To turn data management from a burden into a competitive advantage, asset managers should:
Data management may start as a regulatory necessity, but with the right approach, it becomes a foundation for efficiency and growth. Automation isn’t just a convenience, it’s the key to scaling operations in an industry where complexity and cost pressures are constant.
For asset managers, the challenge is clear: build systems that make data work for you, not against you.
