Introduction

The asset management industry continues to transform its business models as it grapples with volatile markets, more burdensome regulations, and stiff competition. The industry has been challenged to balance meeting the expectations and requirements of investors and regulators against the need to meet and even exceed market performance. As a result, investment managers must develop innovative investment strategies for greater returns and better performance while at the same time manage risk effectively.

In the wake of such a demanding environment, asset management firms continually seek new approaches and technical expertise from outsourcing partners. It’s no longer good enough for partners to replicate traditional in-house technologies; instead, partners must embrace new technologies and strategies if they hope to win the confidence of asset management firms.

With a special focus on operations, risk, technology, and compliance functions, industry thought leaders at the FSOkx 8th Annual Asset Management Industry Transformation and Outsourcing Strategies Forum will discuss developments, emerging trends, business models and strategies, and the latest technologies for the asset management industry. During interactive and informative sessions, senior executives will gain insights into strategies to propel their firms forward in a post-financial crisis environment.


Attendees will gain insights into:
  • Asset management trends and their impact on the future of the asset management industry.
  • Transformational business strategies to overcome market volatility, increased regulations, and global competition.
  • Providing investor transparency as a competitive advantage.
  • Investment strategies for greater performance.
  • Innovative products to meet the needs of today’s investment managers and their clients.
  • Technologies to achieve operational efficiencies.
  • Improving the service provider/client relationship.
  • Industry best practices to meet new reporting requirements and mitigate risk.

Who Should Attend?

The conference is designed for senior management of firms and organizations involved in asset management, including those in the following roles:
  • C-Level Executives –COOs, CIOs, CIOs
  • Directors and Direct Reports to the C-Suite
  • Legal Professionals
  • Information Technology Professionals
  • Operations Professionals
  • Risk Management and Compliance Professionals
  • Retirement and Pension Fund Advisors
  • Investment and Fund Managers
  • Hedge Fund Managers
  • Institutional and Retail Asset Managers
  • Mutual Fund Managers
  • Insurance Managers
  • Trade Associations
  • Project Managers of IT and BPO Initiatives and Programs
  • Trustees
  • Others involved in enterprise-level outsourcing decisions

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Testimonials

"FSO's research was extensive and detailed. The data, in-depth interviews and market analysis was all customized and aligned with our business objectives. The cutting-edge research provided crystal clear picture of the market and helped us to devise our marketing strategy."

"The quality of insights and information of the report developed by FSO team helped us tremendously to understand the pain points, market gaps that existed within the GRC technology market. By highlighting successful strategies to gain competitive edge, the report facilitated simple and easy decision making."

"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview of the industry trends and competitive landscape for business process outsourcing at functional levels. It helped us to assess our current offerings and develop a roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….because of their far-reaching membership community, for our research the data sample was collected from all geographies, designations, and market segments. This helped us to get a global picture of the whole industry and helped us to formulate an effective global marketing strategy for our services."

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."

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