WHITEPAPER Business Rules & Intelligent Automation in Asset Management WP-2021-04-162 Business Rules & Intelligent Automation in Asset Management WP-2021-04-16 Industry shifts have forced Asset Management firms to re-evaluate how they do business. Operating costs have never been higher as regulations increase along with client expectations. Also, the margins once enjoyed by active managers are falling as the industry embraces passive investing. Automation strategies are helping asset managers - from private equity firms, hedge funds and family offices to wealth managers - optimize operations to increase margins and meet evolving customer expectations. Access to data is paramount for asset managers and they need the right data in a format that enables them to make decisions quickl

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