for private equity, the pressure’s on
TRANSCRIPT
FOR PRIVATE EQUITY,THE PRESSURE’S ONARE YOU PUSHING BACK?
“STRESS IS GREAT,”
ARE YOU FEELING THE PRESSURE?
SAID NO PRIVATE EQUITY INVESTMENT
PROFESSIONAL, EVER.
What’s weighing private equity professionals down?
3
PRESSUREPOINTS
A push to increase and
improve data and
reporting transparency
A sector-wide trend
toward reduced fees
The need to keep up
with unprecedented
regulatory change
Demands to provide
additional, new value-
add services
The findings in this presentation, unless otherwise stated, are sourced from FIS’ 2016 commissioned research in partnership with Longitude
Research and the resultant insight report, From Coal to Diamonds: 2020 Vision – The Future for Fund Administrators, April 2016.
You know increasing pressures are on the horizon
“What trends are most impactful leading into 2020?”
Keep up with regulation
Improve transparency
Reduced fees
Offer value-added services
Plus:
believe competition from
another sector is likely and
expect that fees will fall by 2020
Over the next few years, these pressures will affect your…
Almost expect to have to make
investments in new systems
and technologies before 2020.
32%
30%
40%
49%
49%
49%
16%
16%
5%
4%
5%
5%
Processes
People and skills
Systems and technology
Significant change Moderate change Limited change No change
…Because there’s a lot of work still to do
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have only basic
data analysis tools.
offer no data
analysis tools at all.
don’t have an integrated
fund accounting and
financial reporting platform
supporting both traditional
and alternative funds.*
can’t cater fully to
multi-asset products.
*Source: Aite Group, Global Asset Management
Study 2014, July 2014
CAN PRIVATE EQUITY
PROFESSIONALS
PUSH BACK?
(Yes.)
You’re pushing back by investing in…
Big data and analytics
Cloud computing technology
Mobile tools
Robo adviser technology
9
We know there is significant pressure on our
private equity clients, seemingly from all
directions. So we aren’t surprised to see our
clients pushing back by exploring the ways
technology can increase their productivity, boost
their agility, and enhance their ability to provide
an exceptional customer experience.
Tony Chung
head of product management & strategy,
private equity, FIS
Change = challenge + opportunity
The challenge
Adapt your strategy
and operations to
manage new and
growing pressures.
The opportunity
Enhance the customer
experience and
increase your
productivity.
The solution
Technology is the key
to combatting
pressures on your
business.
Three ways private equity professionals can push back
Increase productivity
with automated
technologies for
data and reporting.
Leverage analytics
and cloud solutions to
enhance data
processes.
Use collaborative
solutions to enhance
the customer
experience.
“WHAT ELSE?”YOU MIGHT BE THINKING.
IF YOU’RE FEELING THE PRESSURE AND
LOOKING FOR MORE INSIGHT, EMAIL US TO GET
A FIRST LOOK AT OUR UPCOMING RESEARCH
REPORT: [email protected]
