As artificial intelligence (AI) advances, investment teams are rethinking their technology strategies to stay competitive and future-proof their processes. Traditional operating models are being replaced by new approaches that harness data, automation and AI. This shift requires a fundamental redesign of the investment target operating model, focusing on flexibility, scalability, and clearer process delineation.

Embracing a Total Portfolio Approach (TPA) as an asset owner, fiduciary manager or OCIO is nothing new. Yet for many firms, the complex data, system and cultural transformations required to put TPA into action can take years to bear fruit. To reap the benefits, firms must be pragmatic in prioritising their efforts.

Our recent roundtable with some of the UK’s leading investment managers took the pulse of the MPS market today and showed plenty of confidence that the core drivers for MPS growth remain in place.