Asset Managers & Hedge Funds
Asset Managers & Hedge Funds: VaR, Derivative Pricing, Performance & Attribution, Recs, Repo and Securities Finance Portfolio Management
Spending data on the Hedge Fund market is difficult to find and they are traditionally secretive. What we do know is that the market has been strong growth in recent years and its a market which is known to favour outsourcing software such as portfolio management, trading/risk, reconciliations and client reporting.
The Hedge Funds do not escape the regulatory compliance burden ranging from the SEC’s private fund adviser proposals, the EU’s reviews of AIMFD and MiFID/R, and new ESG and crypto frameworks.
It is estimated that there are close to 30,000 hedge funds globally. The industry remains dominated by the US market, which is home to 67% of all hedge funds globally, followed by 9% in the UK.
The global Asset Management market size is expected to expand at a CAGR of 28.44% over the coming years reaching USD 1.7 Trillion by 2028.
The UK houses some 1,100 asset management firms, the largest number in Europe. However the US reports to have over 16,000 asset managers which represents a significant global dominance.
We have a wide range of software experience in this market including VaR, Derivative Pricing, Performance & Attribution, Reconciliations, Repo and Securities Finance
How It Works & How We Do It
Retained access to a “White Labelled“ Senior Sales Expert, with 25+ years Financial Service Software market experience and global networks. Working as an extension of the clients Sales and Market team to execute “From Lead to Close”. G2M Experts will orchestrate the sales process through the key stages:
Qualification
Discovery process, deep questioning techniques to establish pain points, requirement and fit against client capabilities - qualify against agreed client (Ideal Client Profile) ICP model, assess buyer readiness and price qualification based on guidelines provided.
Proposing
Co-ordinate presentations and demonstrations to showcase the value proposition and benefits for the customer. Orchestrate the bid / RFX process, work with in-house Pre-Sales and Marketing team to deliver best in class bid materials shape bid and create value framework for the prospect and outweigh the competition.
Shortlisting
Leverage digital and personal channels to build relationships to engage the prospect organization and partner eco system to build champions and promote value. Build out ROI model and business value framework for the client to validate investment. Build stakeholder map to ensure “buy-in” across the prospect organization. Create “win/win” commercial model and joint close plan with prospect
Closing
Work across the stakeholders to ensure all needs and concerns are being addressed. Work closely with the client team to close out with Commercial and Procurement team to deliver successful sale for the client
Tried And Tested 4 Stage Process
We leverage our specialist knowledge and networks in the UK and US Financial Software Markets