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Driving Bottom Line Growth:  Are Today's Operating Models Sustainable Tomorrow?

It was recently reported that the average asset management firm delivered 28% margins and the top third reported 48% margins.  Despite the industry‚Äôs profitability, the majority of asset managers have been virtually unable to attract new money from clients or gain market share.  Instead, recent growth results primarily from market appreciation.  To make matters worse, despite a recovery in assets and revenues, profits significantly below pre-crisis levels due to increased costs, reduced productivity and lower pricing.

Investment industry participants are responding to these challenges differently but, at the core, the operating environment is radically different than just a few years ago.  Having witnessed these changes Meradia hosted a roundtable including senior executives from leading wealth advisors, multi-national asset managers, mutual funds and asset management firms to discuss the question:  Driving Bottom Line Growth:  Are Today's Operating Models Sustainable Tomorrow?  Read More