Executive Summary
Glossary
Background
Emerging Technology
The FinTech Ecosystem for Investment Management Challenges to Business Models
FinTech Adoption Obstacles
The IA Engine Advisory Panel (IA EAP)
Assessment Framework
Document Purpose
Section 1 - Investment Managers: Organisational Readiness
Evolving Environment
Impact of COVID-19
Consumer Awareness & FinTech Adoption
Impacts on Financial Institutions
Response Strategies of Financial Institutions
Self-Assessment of Financial Institutions' Readiness
Financial Institutions' Readiness Checklist
Section 2 - Investment Managers: Fintech scouting & solution suitability
FinTech Scouting
Target Areas
Problem Statements
Key Assessment Criteria
Section 3 - Fintech engagement with investment managers: the ecosystem
The FinTech Ecosystem for Investment Management
Benefits for FinTechs
Challenges Faced by FinTechs
Section 4 - Fintech engagement with Investment Managers: engagement best practice
Common Challenges & Mitigating Factors
Key Challenge: Data Security & Ownership
Best Practice for Investment Managers Engaging Responsibly with FinTechs
Conclusion
Appendix 1 - Checklist for FinTech Firms
Appendix 2 - Checklist for Investment & Wealth Management firms