Study identifies a number of issues that make operations a vital factor for success.

1. Ephraim Global Reports Increased Demand for Improvements in Asset Management
Operating Abilities
Summary: Study identifies a number of issues that make operations a vital factor for success.
According to a recent Ephraim Global study, asset management companies will require complex
operational capabilities to complement their business strategies in order to remain competitive in
a continuously evolving industry.
“A number of tendencies and trends have made the asset management and investment industry
far more complex than it used to be, especially with major trends translating into increasing
operational requirements and challenges” said Seth Mantell, Chief Investment Officer at
Ephraim Global. “Asset managers currently find themselves competing in terms of operating
abilities and what they used to regard as back office activities have become significant factors for
success”.
The study shows that investment and asset management companies will require operating
systems which are more complex, product agnostic, and adjustable in order to surpass the
industry’s challenges and deliver better performance and outcomes, which is tantamount to an
evolutionary leap in operating capabilities.
The business aspects as well as the operating challenges examined by the study include:
Increase in competition – in order to set themselves aside from their competitors, managers will
require better operating infrastructure to back innovative products and deliver superior assistance
and performance.
Sophisticated strategies – Asset management companies will have to improve their
infrastructure to manage a broader range of strategies and drivers, and also to efficiently handle
business in terms of conventional products categories.
The increase of investment products – as unfamiliar products become more common and
managers adjust their strategies accordingly they will require advanced expertise in
unconventional products as well as infrastructure in order to efficiently manage them this
growing category.
Rising risks – operating systems with strong, adjustable analytics can assist managers in
identifying hidden risks in the complexities of strategies and transactions.
About Ephraim Global
Founded in 2005, Tokyo-based Ephraim Global is an international asset management
group serving clients around the world. The company offers a wide range of financial
advisory and planning services, bond and mutual funds, diversified asset portfolios,
pension plans and account management for private and institutional clients alike,

2. focusing on diversification, extensive research and a risk-aware investment approach.
Harumi Island Triton Square Office Tower, 1-8-12 Tower Z, Harumi, Chuo-Ku, Tokyo, Japan.
info@ephraimglobal.com
contact@ephraimglobal.com
fax: +81 345790121