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Cost of Manual Work — Asset Management
See what repetitive manual work is costing Asset Management teams each year — where compliance reporting is a recurring fire drill — ADV updates, Form PF, AIFMD, MiFID II transaction reporting, and ESG disclosures each require pulling the same data from the same systems in slightly different shapes, every quarter.
What this means for Asset Management
- Compliance reporting is a recurring fire drill — ADV updates, Form PF, AIFMD, MiFID II transaction reporting, and ESG disclosures each require pulling the same data from the same systems in slightly different shapes, every quarter.
- Fee compression has been structural for a decade — passive flows, ETF substitution, and platform consolidation are eating margin, and the operating model built for 75bps doesn't work at 35bps without serious cost surgery.
- Investment data lives in 11 systems — Bloomberg/FactSet, the order management system, the portfolio accounting system, the risk engine, the CRM, the ESG vendor, and a handful of Excel models that the PMs actually trust more than any of them.
Where it pays to act
- Research analyst copilots — earnings transcript summarization, filing diff detection, model-update assistance, and thesis-writing support that gives the analyst back the hours currently spent on the rote layer.
- Alternative data integration and signal extraction — satellite imagery, credit card panels, web traffic, and supply chain data ingested at scale and surfaced as analyst-ready signals rather than a CSV in a shared drive.
Adjust the inputs to match your Asset Management team.
What manual work costs you
Annual cost
₹6.6 L
People-weeks / year
33
Recoverable via automation
₹4.62 L
Payback
7.8 mo
What this means
Asset Management teams lose 33 people-weeks a year to this work — about ₹6.6 L. Automating the routine ~70% recovers ₹4.62 L a year.
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Cost of manual work — summary
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