Asset Management

Asset Management is one of OTC Conseil’s traditional areas of expertise.
 
From production to international distribution, we support asset management companies and distributors in the definition and implementation of their strategies. Thanks to our large team of consultants, all business specialists, we cover the core activities of management and marketing development, as well as support functions.

We are also investing in a recurring monitoring system that permits us to offer our clients, no matter what their industry or geographical area, an objective vision of the best practices in terms of organization and infrastructures.

We are working to formalize flexible models for risk control, whatever those risks may be. Protecting performance engines during the industrialization phase, increasing profitability, facilitating international distribution are just a few of the subjects that we are able to take on from different angles (strategic, organizational, and IS).

In this industrial context, the segmentation of organizations, or even the outsourcing of some functions, and the choice of partners in terms of development, require not only a true business knowledge, but also an ad hoc legal support that can provide guarantees in terms of quality of service and risk transfer. OTC Conseil offers legal expertise in these fields.

Our expertise in risks in asset management goes beyond the Value-at-Risk internal models that have been historically our specialty and the Basel II regulation that is so pertinent in the current context of crisis. Today we are also investing in conformity management by implementing a regulatory watch in order to support you in dealing with the constraints that are specific to your business or to your clients’ business.

Leveraging this know-how, we can help you to formalize these constraints, write and adapt procedures, select the right tools, etc.

Finally, the asset management industry is today under major changes. Over the last 10 years we have been developing, in partnership with our clients, some original and people-based techniques in terms of change management.


Our references


Natixis AM

Groupama AM

Lyxor AM

AGF AM

AXA IM

BNP Paribas Assurances

Crédit Agricole AM

ODDO AM

CIC AM

Société Générale AM

Systeia Capital Management

Bluebay AM

Edmond de Rothschild AM

HSBC AM

SGAM AI

Fortis IM

 

Think tank groups

OSIAM: (Organisations et Systèmes d'Information en Gestion d'Actifs – Organization and Information Systems in Asset Management)


Examples of projects

Value-at-Risk, designing of VaR control platforms
Modelling Basel II in Asset Management
Outsourcing of support functions
Feasibility study for the launch of new products
Management Master Plan
Operations Master Plan
Organizational and IT Audit
Benchmark
STP Front-to-Back
Management and valuation of complex instruments and products
STP for Derivatives
Activity Program
Operational support for risk management
Activity Audit
Institutional Clientele Integration
Tool Selection
Performance attribution platform setup
Front-to-Back integration of Risk tools
 

Legal