A New Emphasis on Fund and Client Profitability in Investment Management

In a new era of tightening operating margins, investment firms are doubling down on financial discipline and strategic forecasting of business growth.

Download our whitepaper below or contact us to find out more!

Download whitepaper

Download our profitability whitepaper

Learn why managers are now racing to assemble the building blocks for firm-wide profitability modelling and how leading firms are embedding scenario planning within critical business processes

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Analysis and forecasts for UK investment management industry profitability

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Overview of client and fund factors impacting cost allocation models

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Deep dive into biggest data challenges complicating profitability forecasting

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Live case study of how Aiviq saved an FP&A team over $150k in setup costs

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Conclusions and how Aiviq’s global AUM platform unlocks new FP&A insights

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Aiviq Insights

As an innovative product company that is part of a wider family of boutique consultancies focused exclusively on asset management, Aiviq has a unique perspective on market trends and industry innovation