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Asset managers seeking to identify new opportunities for revenue growth and cost optimization are increasingly developing complex alternative investment products for both retail and institutional clients. EY teams combine deep domain and industry experience to help clients support alternatives across the front, middle and back office, from launching new products to implementing modernized technical ecosystems that enable scale.
Why EY alternatives?
Clients benefit from our approach to private markets, and our focused solutions address challenges across the fund lifecycle.
We help organizations with their toughest product-specific challenges around enterprise strategy, business performance, and enterprise systems integration and outsourcing.
Our capabilities are aligned with our clients’ strategic agenda, providing industry insights and execution capabilities in core consulting, engineering, tax, legal, risk and compliance.
Our professionals work closely with clients and leverage deep industry knowledge (covering the front, middle and back office) to develop innovative and comprehensive approaches to each client’s unique challenges.
We apply the latest design thinking principles and rapid process analysis tools and methods to the execution of our services, to help deliver exceptional results.
Our solution-driven delivery model
The context:
Retail investors hold a fraction of the total private market assets under management. The traditional 60/40 portfolio model is giving way to a growing allocation to private market funds. Investors are seeking portfolio diversification to find alpha amid economic and market challenges. Investors are assessing the risk/return of private market investing, considering challenges around liquidity, tax efficiency, product complexity and long-term investment goals.
How EY can help:
Product launch and access support
Intermediary rationalization
Product centers of excellence for financial advisor and investor education
Platform consolidation for on- and off-platform products
Reporting solutions
The context:
Teams are challenged with understanding, explaining, selling and distributing increasingly complex private market investment strategies and products – managers through traditional channels, and advisors to their retail investors. Product education and operational efficiency are required to accelerate growth in both institutional and retail channels.
How EY can help:
Product and distribution strategy
Sales team optimization
Digital client experience, from onboarding to portal and reporting
The context:
Faster access to customized, high-quality data is critical to the future of portfolio management and deal closings. Product specialization is key to sourcing investments and structuring appropriately to avoid downstream operational challenges. Firms that embrace technology to enhance their investment teams’ precision, analysis and data consumption will stand out in an increasingly crowded industry.
How EY can help:
Pipeline management solutions
System rationalization
Solution selection and implementation
Automation use cases for deal closing and digitization
The context:
Fee pressures, the need to scale across products and evolving strategies are driving asset managers to leverage service provider outsourcing and automation solutions to capture the benefits of forward-looking models. Outsourcing and automation opportunities and their impacts should be examined holistically, front to back.
How EY can help:
EY Nexus for Wealth and Asset Management for operational efficiency
Outsourcing
Platform modernization
Capability design
User persona and journey optimization
Private market data architecture and innovation
Workflow and intelligent automation use case development
The context:
In response to disruption, compliance innovation can increase transparency between market participants and regulators and drive standardization. Financial regulators have a greater interest in the spread of digitalization across the full range of compliance activities and case management, including advertising and marketing approval, portfolio management compliance, conflicts of interest management and other topics.
How EY can help:
Regulatory impact assessments and change management
Internal audit
Fund expense management
Risk and compliance program design and implementation
