Asset Management

Asset Management

Asset management is one of OTC Conseil's original areas of expertise, offering a history of deep subject knowledge and insight.  

 
 
The landscape for the asset management sector has evolved and changed significantly over the past decade, and is continuously undergoing changes. During this period, OTC Conseil has partnered with its clients to develop unique people-based techniques for change management.
 
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 expert consultants, we cover the core activities of management and marketing development, as well as their underlying support functions.
 
We have invested in a recurring monitoring system that permits us to offer our clients no matter what their industry or geographical area an objective vision of best practices for organizational and infrastructure changes.
 
We are assiduously 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 examples of where we can provide perspective for our clients.

In this industrial context, the segmentation of organizations, or even the outsourcing of some functions, as well as the choice of partners in terms of development, require not only a true business knowledge, but also legal support that provides guarantees in terms of quality of service and risk transfer. OTC Conseil offers its legal insight to benefit its clients.

Our expertise in asset management risk 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 to support you in dealing with your business constraints.

Leveraging this know-how, we can help our clients formalize these restrictions, write and adapt procedures, and select the appropriate tools, while minimizing efforts to adapt.


 

 

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Our Clients


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

Benchmarking

Front-to-Back STP

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