Listen "Op priorities for 2025"
Episode Synopsis
Jeremy Hocter from Holland Mountain discusses operational priorities for 2025. In this episode, Jeremy focuses on scaling AUM efficiently (without increasing headcount).The conversation also touches on the need for better data governance and the potential of AI to enhance operational processes. Jeremy shares insights on how firms can leverage outsourcing and improve the effectiveness of their investment teams by focusing on high-value tasks.Key takeaways:- There has been a broader shift towards prioritising digitization in private markets.- Firms are realising the need to scale AUM without increasing headcount.- COOs play a vital role in enhancing operational efficiency.- Outsourcing can provide scalable solutions for firms.- Investment teams often engage in low-value tasks that can be delegated.- Data quality and governance are essential for operational success.- AI can significantly improve processes if supported by solid data.- Cultural change is necessary to embrace new operational strategies.- Incremental changes can lead to substantial improvements in efficiency.Chapters:00:00 Operational efficiency and digital maturity in private markets12:30 Deleveraging the investment team18:10 Data quality and governance
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