Business model analysis in asset management : the case JRS Finanzmandate Gmbh
Rogg, Christina (2016)
Tampereen ammattikorkeakoulu
2016
All rights reserved
Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2016113018327
https://urn.fi/URN:NBN:fi:amk-2016113018327
Tiivistelmä
This bachelor’s thesis was prepared to solve a current business case on behalf of JRS Finanzmandate GmbH, a German independent financial advisory and asset management company.
The objectives of this thesis were to thoroughly examine the JRS business model, observe the competitive environment and detect future market opportunities. After identification of arising challenges, innovative approaches to achieve a competitive advantage within this niche industry were illustrated.
Financial targets by 2020 were introduced. Three focus areas investigated within this paper were digitalisation, exchange-traded funds and sustainable investment opportunities.
Primary research methodologies applied were analysis of unpublished company documents, field observation and semi-structured expert interviews. Secondary research of literature, articles, publications and financial charts were utilized to underpin findings of business analyses. Among theoretical frameworks illustrated were Porter’s Five Forces, Cost-benefit analysis, benchmarking, SWOT analysis and Stakeholder model.
Research findings revealed high growth potential for the company compared to rivals. A major business threat found is the increasing demand for innovative, sustainable and low-cost solutions.
The findings suggest implementing a coherent marketing strategy, fostering a diverse workforce, developing a new financial product and improving software and customer relationship management tools.
The objectives of this thesis were to thoroughly examine the JRS business model, observe the competitive environment and detect future market opportunities. After identification of arising challenges, innovative approaches to achieve a competitive advantage within this niche industry were illustrated.
Financial targets by 2020 were introduced. Three focus areas investigated within this paper were digitalisation, exchange-traded funds and sustainable investment opportunities.
Primary research methodologies applied were analysis of unpublished company documents, field observation and semi-structured expert interviews. Secondary research of literature, articles, publications and financial charts were utilized to underpin findings of business analyses. Among theoretical frameworks illustrated were Porter’s Five Forces, Cost-benefit analysis, benchmarking, SWOT analysis and Stakeholder model.
Research findings revealed high growth potential for the company compared to rivals. A major business threat found is the increasing demand for innovative, sustainable and low-cost solutions.
The findings suggest implementing a coherent marketing strategy, fostering a diverse workforce, developing a new financial product and improving software and customer relationship management tools.