The answer is simple and without appeal: the number of funds or portfolios managed. Rationalizing the range of funds is therefore one of the main levers for reducing operational costs.
On the strength of this observation, Périclès Group has developed a specific approach called “ASI” to manage the redesign of an Asset Manager’s range, taking into account commercial, organizational and operational constraints. Our modular consulting offer can support Asset Managers from the identification of funds with low commercial potential to the piloting of the implementation of the target range.