Why Investment Managers Need to Adapt to Technological Trends

Brian Gaister
According to a statement by Philippe Ruault, head of Clearing and Settlement at BNP Parubas Securities services, innovation has become a top differentiator in the investment management industry. Success is often determined by your ability to be the first to offer new products and solutions. However, the investment management industry is lagging behind others in utilising the vast potential of information technologies to be more competitive. With growing technological advancements, investment managers like Brian Richard Gaister also need to adapt to the constantly changing the landscape of industries.
Based on a study released by the CFA Institute entitled “Future State of the Investment Profession”, the trends and technology that influence investment managers and financial advisors are reshaping them to be more ethical, socially responsible and value-oriented professionals in the next five to ten years. Director of investor engagement for the CFA Institute’s Future of Finance team and one of the study’s authors, Robert Stammers emphasized how advisors should change their mindset from “trying to beat the market” to actually focusing on meeting clients’ objectives as well as create better outcomes for investors.
In order for investment managers like Brian Richard Gaister to adapt to the growing technological trends, it is important to know the various digital technologies that play an important role in each aspect of the investment management process.
  • Growing the relationship. Social media plays a big role in revealing market sentiments that may affect investment decisions, rates and trade volumes.
  • Developing Products. Monitoring social media and keeping track of investor sentiment can help entrepreneurs formulate new products that reflect the equally changing demands of investors.
  • Servicing the Clients. When planning to optimise digital technologies’ potential, choose asset management firms like Pennington Partners Bethesda wide to focus more on providing end-to-end solutions to simplify and automate as many processes as possible.
  • Generating demand and selling it to clients. The use of technology will highly be dependent on the company’s chosen strategy. A business model based on self-service, like what Pennington Partners & Co Brian Gaister use for instance, as well as affordable options, require mobility, interactive solutions, and analytics. See more here Brian Gaister
On the other hand, the increasing impact investment market helps provide capital funding to help solve current challenges in sectors like renewable energy, sustainable agriculture, microfinance, conservation as well as affordable and accessible basic services like healthcare, housing and education. While impact investing keeps on gaining momentum, inadequate and unstructured measurement style could keep it from reaching its potential. Impact investing is also determined by these four core characteristics:
1. Investment with return expectations. When you opt for impact investments, you should expect to generate a financial return on capital or a return of investment.
2. The range of return expectations and asset classes. Impact investments focus on financial gains from below market to risk-adjustment market rate. However, this can be done across all asset types.
3. Intentionality. Looking for investors like Brian Richard Gaister who aims to have a real social or environmental impact through his investments is important when it comes to impact investing.
Having experts like Brian Gaister Pennington Partner & Co on your side will be a great advantage. In an era where communities struggle and available programs that support them are less and less effective, you need to find sustainable answers to old everyday problems. Impact investing presents an opportunity to bring innovation, resources, and incentives for the business down to the social sector.

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