Solving for Scale
Transforming Investment Operations to Meet Rapid Growth
Find out how:
- Today’s asset management firms are balancing growth and profitability
- Why most traditional avenues for business expansion result in sub-optimal operations
- How to actually achieve efficiency at scale
Meradia's Research and Methodology
In Q1 2023, Meradia conducted a survey to gather intelligence regarding the way asset management firms handle growth. In total, 31 respondents completed the survey, representing firms ranging in size:
from less than US$1 billion to over $1 trillion
from less than 100 employees to over 5,000
What You'll Learn
Within this whitepaper, authors Jonathan Boersma, CFA, and Jose Michaelraj, CIPM, CAIA, combine Meradia’s research and their own expertise to examine the asset management industry’s evolving growth and profitability paradox through a lens of investment performance and operations.
Find out:
- The most common ways asset managers experience large-scale growth
- The operational burdens of expansion into new markets and asset classes
- Why conventional solutions to growth challenges can compromise your firm’s bottom line
- How to optimize the four pillars of efficient operating models
- How Meradia’s proven framework enables strategic and sustainable growth for asset managers
