Portfolio Design and Blueprinting Tech Part 1: Digitization and the Alpha Edge for the Chief Investment Office

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20 June 2022


Investment managers face a common set of challenges and opportunities driven by the macroeconomic environment characterized by heightened geopolitical tensions and deglobalization, shifts in client demand, and the continued evolution of technology to deliver improved investment and advisory solutions. “Multi-asset” has been the mantra over the last decade, but investment managers are pushing the paradigm even more through mixed-asset and multi-strategy approaches to grant investors a targeted level of return.

As requirements evolve toward multi-asset investing, tailored investment objectives, and more defined financial outcomes, institutional investors are asking more of their asset managers. While performance matters as much as ever, investors are increasingly seeking more than merely products. They are looking for managers to serve as trusted advisors, providing them with more comprehensive advisory services or a broader array of investment solutions.

In the first instalment of this report, we highlight salient industry examples of investment firms and financial institutions employing modern technology paradigms and tools to streamline, innovate, and differentiate their frontline chief investment office (CIO) capabilities.

Underpinned by new approaches and tools for portfolio planning, design, and blueprinting, investment firms are looking to raise the efficacy of core front office activities that they see as differentiated – with a strategic emphasis on rich information and agility to drive alpha generation in areas such as risk profiling, strategic asset allocation, interactive modelling/analysis, and digital client collaboration and engagement. In certain instances, this may mean reimagining the portfolio design activities in a unified manner.

This report delivers tangible examples of where/how firms are achieving these ambitions. Future reports in this series will explore the strategic ambitions, trajectories, and tactics that characterize winning manoeuvres to achieve a sharper frontline chief investment office, through the smarter use of next generation technologies and more connected platforms.

To learn more about how investment management firms are upgrading their operations and technologies, please contact Celent for more information on our latest reports on these topics (subscribers can link through to the full reports):