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Profitability and Cost Management are Critical to the Success of Alternative Asset Managers and Ultimately their Survival. (5)

July 7, 2023

Profitability and Cost Management

Discover how profitability and cost management can transform your AAM business in our new white paper. Learn best practices and tips to boost your performance, competitiveness, and investor value. Download it now! Click on the “Learn More” button below. 

Profitability and Cost Management are Critical to the Success of Alternative Asset Managers and Ultimately Their Survival. (11)

July 14, 2023

A Holistic Approach to Assessing Total Return - White Paper

Total return predicts future returns by factoring in investment changes, dividends, and interest payments — a crucial metric for alternative asset investors. 
Download it now! Click on the “Learn More” button below. 

Driving AUM Growth and Profitability through Dynamic Budgeting and Forecasting Models

July 21, 2023

A Strategic Approach to Driving Your AUM and Profitability - White Paper

Discover how Everstell can help CFOs compare profitability results with forecasting and budgeting and much more. This allows them to adjust their plans, set realistic goals, and measure their performance as well as improves decision-making, accuracy, and evaluation. Download it now! Click on the “Learn More” button below. 

Driving AUM Growth and Profitability through Dynamic Budgeting and Forecasting Models (2)

July 28, 2023

Everstell Reshaping Business Culture for Unprecedented Success - White Paper

AAMs need to foster a culture of continuous improvement with profitability and cost management as the centerpiece. Everstell is much more than just a technology solution. Discover how Everstell is reshaping the business culture for unprecedented success. Download it now!  Click on the “Learn More” button below. 

Introducing (5)

July 20, 2021

Introducing Everstell’s Enhanced Workflow Module

We are excited to announce the next update in our Profitability Management Platform! This update further integrates performance measurement and cost management capabilities for the CFO’s organization. Click on the “Learn More” button.

February 20, 2021

Empowering Finance Teams with Data Driven Analytics

Companies are training employees, investing in cloud-based systems and other technology and improving communication to speed up data analysis. These efforts could also help reduce redundancies and bring down costs according to an article in the WSJ and based on a recent study by the Hackett Group.

Profitability and Cost Management are Critical to the Success of Alternative Asset Managers and Ultimately their Survival. (5)

July 7, 2023

Profitability and Cost Management - White Paper

Discover how profitability and cost management can transform your AAM business in our new white paper. Learn best practices and tips to boost your performance, competitiveness, and investor value.     Download it now! Click on the “Learn More” button below. 

Profitability and Cost Management are Critical to the Success of Alternative Asset Managers and Ultimately Their Survival. (11)

July 14, 2023

A Holistic Approach to Assessing Total Return - White Paper

Total return predicts future returns by factoring in investment changes, dividends, and interest payments — a crucial metric for alternative asset investors. 
Download it now!
Click on the “Learn More” button below. 

Driving AUM Growth and Profitability through Dynamic Budgeting and Forecasting Models

July 21, 2023

A Strategic Approach to Driving Your AUM and Profitability - White Paper

Discover how Everstell can help CFOs compare profitability results with forecasting and budgeting and much more. This allows them to adjust their plans, set realistic goals, and measure their performance as well as improves decision-making, accuracy, and evaluation. Download it now! Click on the “Learn More” button below. 

Driving AUM Growth and Profitability through Dynamic Budgeting and Forecasting Models (2)

July 28, 2023

Everstell Reshaping Business Culture for Unprecedented Success - White Paper

AAMs need to foster a culture of continuous improvement with profitability and cost management as the centerpiece. Everstell is much more than just a technology solution. Discover how Everstell is reshaping the business culture for unprecedented success.
Download it now! 
Click on the “Learn More” button below.

February 6, 2021

Going Digital Quickly is a Priority for Private Equity

Interesting article by FT on the value of digital transformations for Private Equity. Firms that invest time in transformations yield significant value enabling real-time data that allows for a quick change of strategy if the portfolio company is heading in the wrong direction.

December 20, 2021

Advisory Fee and Revenue Leakage

Abstract: The asset management industry continues to face increasing challenges with advisory fees, which are further exasperated by revenue leakage, due to outdated billing management processes, client relationship management systems, and related protocols. Revenue billing systems have not been able to keep pace with the complexity of varied investment options required to meet client expectations and demand. This has also led to increased regulatory scrutiny and compliance costs. 

February 6, 2021

Introducing Everstell’s Enhanced Workflow Module

We are excited to announce the next update in our Profitability Management Platform! This update further integrates performance measurement and cost management capabilities for the CFO’s organization. Click on the “Learn More” button.

December 20, 2021

Advisory Fee and Revenue Leakage

Abstract: The asset management industry continues to face increasing challenges with advisory fees, which are further exasperated by revenue leakage, due to outdated billing management processes, client relationship management systems, and related protocols. Revenue billing systems have not been able to keep pace with the complexity of varied investment options required to meet client expectations and demand. This has also led to increased regulatory scrutiny and compliance costs. 

Cost Measures to Date
Enhanced Cost Measures as Needed
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Profits Continue to be Flat
Proportions of cost increases are greater than revenue increases
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Revenue as % of AUM
AUM growth has not translated into revenue growth
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June 27, 2021

Why Cloud Technology is Expected to Dominate 2021

The headwinds faced by the industry regarding the prominence of fee pressure and how the focus on costs will remain at the forefront pointing to a larger phenomenon threatening the industry. Despite record AUM inflows in 2019, revenues as a share of AUM decreased by 2 basis points, year-over-year, while costs were flat.

June 27, 2021

Why Cloud Technology is Expected to Dominate 2021

Almost every firm these days is experimenting with different forms of innovation. According to Forbes, the intensity of the pandemic propelled many firms to adopt SaaS and Cloud-based technologies, which is expected to continue to accelerate into 2021.

February 6, 2021

Big Data Accelerates the Rush for the Cloud by Asset Managers

Asset Managers are accelerating the rate of their adoption of cloud-based solutions to support investment modeling and analytics. The low-cost alternative to managing big data sets is proving to be an advantage for many firms.

June 27, 2021

Why Cloud Technology is Expected to Dominate 2021

Almost every firm these days is experimenting with different forms of innovation. According to Forbes, the intensity of the pandemic propelled many firms to adopt SaaS and Cloud-based technologies, which is expected to continue to accelerate into 2021.

December 20, 2021

Big Data Accelerates the Rush for the Cloud by Asset Managers

Asset Managers are accelerating the rate of their adoption of cloud-based solutions to support investment modeling and analytics. The low-cost alternative to managing big data sets is proving to be an advantage for many firms.

February 20, 2021

Empowering Finance Teams With Data Driven Analytics

Companies are training employees, investing in cloud-based systems and other technology and improving communication to speed up data analysis. These efforts could also help reduce redundancies and bring down costs according to an article in the WSJ and based on a recent study by the Hackett Group.

February 6, 2021

Going Digital Quickly is a Priority for Private Equity

Interesting article by FT on the value of digital transformations for Private Equity. Firms that invest time in transformations yield significant value enabling real-time data that allows for a quick change of strategy if the portfolio company is heading in the wrong direction.