Investment Management Business Capabilities Map

Investment Management Business Capabilities Map

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Capstera’s Investment Management Business Capabilities Map (also known as Asset Management Business Capabilities Map)is a decomposition of the investment management functions into a set of multi-level and granular business capabilities

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Description

Capstera’s Investment Management Business Capabilities Map (also known as Asset Management Business Capabilities Map)is a decomposition of the investment management functions into a set of multi-level and granular business capabilities. The investment management business capability model is a must-have tool for business architects, enterprise architects, business executives, and technology leaders, and project teams at investment managers to fathom the overall enterprise context. A prioritized list of investment management capabilities list will help drive technology enablement and enterprise transformation. The Investment Management Business Capability Map will function an essential blueprint with a structurally sound and internally coherent list of business capabilities spanning all aspects of investment/asset management value chain.

Investment management industry is in the throes of a massive disruption.  Competition from passive investment models, alternative investments, increased regulatory burdens, and margin compressions are some of the factors forcing investment managers to rethink every aspect of their business.  An investment management business capabilities list helps in getting a holistic perspective of the investment value chain and addressing the lacunae at an elemental level, and tech enables operations to build a sustainable competitive advantage.

What are the deliverables and format of the Investment Management Business Capabilities Map?

The investment management business capabilities model includes the following formats:

  • An Excel spreadsheet with the list capabilities. The spreadsheet also provides additional worksheets with templates for conducting a capability assessment as well as a model to map core associations.
  • A PowerPoint format with the top three levels presented in a nested visualization.
  • A Word document with capabilities in a multilevel list format.
FREE BONUS Deliverables
Buy a Business Capabilities Map from Capstera.com and get the following FREE bonuses.
Business Architecture Uses Cases, Influence, and Impact - $10 Value
Business Architecture Leader - Role Description - $20 Value
Business Capability Profile Template - $10 Value
Business Architecture Framework Template - $10 Value
Business Capability Modeling Overview - $10 Value

What is the Value of the Investment Management Business Capabilities Map?

A business capabilities map is a fundamental and foundational entity in the business architecture continuum. The Capstera Investment Capabilities model encapsulates the essence of the business of investment management functions with a detailed, multi-level capabilities list. The investment management capabilities model is an integral part of the business architecture, and along with value streams, a data model, and an applications/systems inventory will allow for valuable views and viewpoints.

There are several benefits from business capabilities, including, among others:

  • Foster alignment between business and IT using capabilities as an everyday language.
  • Capabilities are structurally sound and internally coherent abstraction of business functions.
  • A capability-based roadmap eliminates redundancy and replication and focuses on capability evolution
  • Juxtaposing capabilities and systems/applications provides a footprint analysis and can lead to better application portfolio rationalization decisions.

Example of the Investment Management Business Capabilities.

(The example below is a sliver of the investment management business capabilities map.)

  • Investment Management
    • Investment Research
      • Equity Research
        • Form and Manage Stock Recommendations
          • Conviction Development
            • Investment Thesis Formulation
            • Opinion Ramping
            • Form Viewpoint
            • Rating Assignment

Created by business architects and investment management domain experts, the investment management capabilities model is detailed, in-depth, and conforms to the construct of MECE (mutually exclusive and collectively exhaustive).

NOTEDigitalInsuranceRetail BankingWealth Management, and Alternative Investments are standalone and separate capability models.  Even if they are mentioned in the Core Investment Management Capabilities Model, the details are captured in their capability maps, which are different and standalone. 

Similarly, all the Shared Services such as Human Capital ManagementFinance and AccountingProcurementSupply Chain ManagementMarketing, and Business Intelligence are standalone capability maps.

Provisos:

  • We cannot accept refunds or returns as the products are digital deliverables.
  • Please realize that in some circumstances, a generic capability model may or may not be entirely applicable.
  • We do not offer any implied or explicit warranties and is sold on an as-is basis.
  • The sale does not include customization or implementation help.
  • Please review our standard terms of service