YOUR AREAS OF ACTIVITY
Asset Management

context

Between the complexity of the regulatory ecosystem and the increased demands of investors and the market in terms of ESG responsibility, asset managers are being forced to thoroughly review their operating model in terms of product range, management, reporting and support. generally.

In addition, the issues related to Data Governance, Transformation issues, the turning point of Sustainable Finance, and Cybersecurity topics are all challenges that Asset Managers must take up in the years to come.

Expertise

Our presence in the asset management sector for several years has allowed Finegan Advisory to develop expertise that helps our clients face the major transformations of the sector in order to improve their competitive advantages and profitability.

Asset Management was the first business addressed in all its dimensions by the Finegan group at its creation in 2009. Our teams support French and international leaders in Asset Management as well as entrepreneurial companies on all investment strategies.

Discover our offers on the dedicated pages:

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Asset MANAGER (INTERNATIONAL)

Definition of the global ESG strategy and construction of a Target Operating Model.

Context: Need to co-construct a 360° action plan, based on the ESG and CSR ambitions of the management company, in line with the strategic aspirations of the Group.
Our intervention: Solutions proposed in the form of innovative, pragmatic and efficient ESG and CSR TOM scenarios, which integrate regulations (SFDR, Taxonomy, etc.) and client expectations; the selection of tools and solutions to accompany the chosen Target Operating Model; and the formulation of benchmarks of ESG fintechs and data providers capable of being integrated into the ecosystem.
Our added value: support for teams throughout the entire transformation process, from strategy definition to implementation.

Transition Management in Asset Management for Management Companies

Assumption of the function of Compliance Officer.

Context: as part of the replacement of the Compliance Officer of an Asset Manager, carrying out the Business As Usual (BAU) and formulating recommendations for the implementation of market best practices.
Our intervention: maintenance of the continuity of the Compliance Officer's activities, realization of the control plans, formulation and validation of the clients' requests and advice to the managers on the compliance issues.
Our added value: adaptation of the project team according to the complexity of the tasks and the exposure to the executives.

ENTREPRENEURIAL ASSET MANAGER

Transformation of the Front-to-Back information system around the Portfolio Management System.

Context: Supporting an asset manager in the definition and implementation of a new information system.
Our intervention: Audit of the Front-to-Back organization and of the IS in place, advice on the structuring decisions defining the target IS, selection and integration of the PMS in the management company's ecosystem, full handling of the PMS implementation, management with the editor in the frontline and formalization of the processes: definition of the workflows, operating modes and global procedures
Our added value: provision of a dedicated expert team for each stage of the transformation process.

Asset Manager (subsidiary of a large banking group)

Definition of the Target Operating Model for Permanent Control (LoD1 and LoD2).

Context: Need for this asset manager to set up a Target Operating Model consistent with the actions of the banking group.
Our intervention: analysis of the issues related to the ECB recommendations and the impacts on the permanent control system in place, benchmarking of French asset management companies, proposal of macro-scenarios achievable on the permanent control TOM, assistance in the choice of the macro-scenario and in the presentation to the CSE, and definition of an action plan for the implementation of the selected macro-scenario.
Our added value: provision of a team of experts capable of ensuring the redefinition of the roles and responsibilities of LoD1 and LoD2.