Asset Management BPM Services

Introduction

The fallout of the COVID-19 pandemic has result in decline in global indices as well as a sharp plunge in assets under management (AUM) and other key parameters, with investors looking for fee reduction. One area that has emerged as a key imperative for asset management firms is the acceleration of digital transformation agenda.

Overview

Infosys BPM supports multiple global asset management firms, including investment managers, custodians, and private equity firms. With our deep domain knowledge as well as our experience with global banks, we deliver industry best practices, apply our proprietary Process Progression Model (PPMTM) framework, as well as help organisations to transform operating models, improve business performance, and standardise processes with reduced costs.

Our Offerings

We provide end-to-end business process management services for global clients, including global custodians and investment managers with asset under administration in excess of $1 trillion. 
We provide support across the investment management functional value chain including:

  • Account Opening/Maintenance
  • AML/KYC
  • Trade Management
  • Asset Servicing
  • Reconciliations
  • Reference Data
  • Portfolio Compliance
  • Expense Administration
  • Reporting (Shareholder and Regulatory)
  • Equity Research and Fundamental Analysis
  • Earnings Estimates
  • Trust Operations

We offer a comprehensive suite of services to leading global private equity firms, which span across the front-, middle-, and back-offices, including:

  • Investment Research
  • Market Intelligence
  • Portfolio Monitoring
  • Finance and Accounting services
Line

Why us?

We are uniquely placed in driving process transformation by leveraging our cross-functional teams across technology, consulting, and operations, and our home-grown Nia and AssistEdge product suites to drive digitisation across value chain. We have delivered benefits such as:

  • Implementation of bank reconciliation tools, resulting in risk exposure reduction by $3.48 million for a global custodian bank.
  • Collaborated with a private equity client in designing, testing, and implementation of an in-house platform, resulting in 60% automation of process.

We have a dedicated CoE (Wealth Management, Asset Management, and Investment Banking) that focuses on best practices, monitoring regulations, metrics/benchmarks, knowledge management, training, and partnerships. Our on-demand e-Learning modules with certification are accessible anytime, anywhere.

We have strategic partnerships with global leaders/fintech/regtech in the Capital Market space across advisory, platform, and RPA/ML/AI providers, giving our clients the best solution tailormade to their needs.

We take a holistic view and provide an end-to-end integrated technology and operations solutions to our asset management clients. 

Our Transaction Reconciliation Solution (ITRS) provides end-to-end reconciliation capabilities leading to efficient operations and improved ROI.

We have a strong Asset Management practice providing support to our global clients by leveraging our Global Delivery Model, including onshore, nearshore, and offshore delivery centres.

Request for services

Find out more about how we can help your organization navigate its next. Let us know your areas of interest so that we can serve you better