Embracing digitisation: transforming asset servicing for tomorrow

In this edition, we examine the transformative power of digitisation in the financial sector.??

As we navigate through an era of unprecedented technological advancement, it's vital for fund managers to not only keep pace with these changes, but to fully embrace them for sustainable growth and innovation.?

Our unparalleled knowledge and the market-leading capabilities we offer make us your perfect partner on the journey towards a digital future - read on to learn how we can help you transform your business.?

A transformative shift in asset management?

PitchBook ’s latest research report explores how asset managers can leverage technology effectively, streamline operations, and adapt to evolving client needs to thrive in a rapidly changing landscape.?

Discover the future of asset management...?

Unlocking the power of AI in asset management?

Artificial intelligence offers significant potential in financial services by automating and assisting with asset management and investment operations.??

Rather than replacing human effort, AI should be viewed as a suite of tools designed to enhance efficiency and regulatory compliance across various applications. These applications include portfolio management, trading, and risk management, where AI can streamline processes, provide deeper insights, and improve decision-making.?

Explore how generative AI is transforming asset management, as we take an in-depth look at the top 4 use cases.?

The rise of Exchange-Traded Products as investors seek returns in hard assets?

Exchange-Traded Products (“ETPs”) are gaining popularity among investors due to their transparency and potential for diversification.?

These financial instruments closely track an underlying market, such as indices, currencies, and shares. In recent years, those backed by commodities, crude oil, and cryptocurrencies have gained significant traction as investors seek returns in hard assets.?

Benefits:?

? Diversity: Access an entire index or alternative asset class with a single trade.??

? Accessibility: Buy and sell whenever the stock exchange is open.??

? Cost-efficiency: Achieve diversification cost-effectively.??

? Transparency: Know exactly what you own with daily published constituents.??

Digitisation: a catalyst for evolution??

The financial services landscape is undergoing a profound transformation driven by digitisation.?

From traditional banking to asset management, fintech startups to established institutions, digitisation has the potential to reshape every aspect of our industry. With the rise of artificial intelligence, blockchain technology, and data analytics, the possibilities are limitless.??

Blockchain has undoubtedly been one of the front runners in the move to digitisation. We’re now harnessing the power of blockchain to open up access to global private market funds, in partnership with @Hamilton Lane and @Sygnum Bank.?

Assessing the technology considerations for asset managers?

Asset managers are at the forefront of using new technologies to drive efficiency, performance, and innovation. With the exponential growth of data and the proliferation of sophisticated analytics tools come unprecedented opportunities to gain deeper insights into market trends, improve investment strategies, and enhance portfolio performance.?

Asset managers can now make data-driven decisions with greater speed and accuracy, enabling them to stay ahead of the curve in an increasingly competitive landscape. Additionally, integrating digital platforms for client engagement and portfolio management can enhance transparency, improve communication, and strengthen client relationships.?

Our latest white paper “Five technology considerations for asset managers” explores five areas of technology that you urgently need to consider to generate growth and control costs.?

Download it today at:?https://go.apexgroup.com/insights/whitepaper-five-technology-considerations-for-asset-managers/?

Enhancing fund revenue with tokenisation?

Tokenisation is a stand-out development enabled by digitisation. It involves converting the ownership rights of assets into digital tokens on a blockchain, facilitating fractional ownership, increased liquidity, and streamlined transaction processes.?

Tokenisation has the potential to democratise access to traditionally illiquid assets such as real estate, fine art, and private equity, allowing investors to diversify their portfolios and access previously inaccessible markets.?

In a recent blog post, Bruce Jackson, Chief of Digital Asset Funds and Business, shares his expert insights on how you can harness tokenisation to increase revenue opportunities for your funds.?

Apex Tempo – efficiency and cost savings through digitisation?

Digitisation also offers far greater opportunities for streamlining operations and reducing costs. Engaging with clients more effectively and improving collaboration make financial services seamless, fast and effective.?

We’re delighted to announce the launch of Apex Tempo, our new digital platform powered by Capcade . Amongst its many features are:?

??Virtual data room?

??Document collaboration?

??Task management?

??In-platform chat?

Learn more about how Apex Tempo can help you embrace digitisation to streamline your business.

Digital Exchange Traded Products: the solution investors need??

As investors seek cost-effective and efficient ways to diversify their portfolios, digitisation offers a wealth of opportunities. Amongst them are Digital Exchange Traded Products (“ETPs”). These pioneering securities offer a fresh perspective for investors - as explained by Bruce Jackson in his recent article.

Looking ahead?

The journey towards digitisation is not a destination but an ongoing evolution. As technology continues to evolve and disrupt traditional business models, it's essential for us to remain agile, adaptable, and forward-thinking.??

As a pioneering data and fintech-enabled company, we’re a disruptor driving digital revolution like no other. We serve as a trusted partner to clients who embrace innovation to thrive in a dynamic environment with evolving regulatory changes.???

By harnessing the power of technology, data, and collaboration, we’re driving positive change, providing ever greater client satisfaction, and building a more resilient and inclusive financial ecosystem.?