Strategic Foresight & Innovation

Advanced Insights for Asset Managers

3Sixty Assets Ltd. provides bespoke research and analysis to help asset managers anticipate and strategically respond to emerging trends and disruptive technologies. We identify factors that could impact portfolio performance across various asset classes and uncover innovative solutions to enhance your firm’s operational efficiency, risk management, and competitive edge.

Core Value Proposition to Asset Managers:

Proactive Risk Mitigation: Identify potential threats to existing asset classes and portfolio performance before they become mainstream concerns.
Opportunity Identification: Uncover new investment avenues, emerging asset classes, and innovative operational efficiencies.
Enhanced Strategic Planning: Provide data-driven insights to inform long-term portfolio allocation, asset management strategies, and technological adoption.
Competitive Edge: Equip them with foresight that their competitors may lack, enabling them to adapt and innovate faster.
Improved Efficiency & Alpha: Identify technologies and process improvements that can streamline operations, reduce costs, and potentially enhance investment returns.

Research & Identification of Trends Affecting Asset Sectors

This service focuses on providing asset managers with tailored intelligence on factors that could impact the value, risk profile, or operational aspects of the assets they currently manage.

A. What We Research & Identify (Trends):

Macro-Economic & Geopolitical Shifts:
- Global Economic Power Shifts: Rise of new economic blocs, changes in global trade dynamics, impact of deglobalisation or regionalisation.
- Geopolitical Instability & Conflict Zones: Direct and indirect impacts on specific sectors (e.g., energy, supply chains, commodities) and regional investments.
- Inflation/Deflation Dynamics & Interest Rate Trajectories: Long-term outlooks and their impact on different asset classes (e.g., real estate cap rates, bond valuations, growth vs. value stocks).
- Sovereign Debt Risks & Currency Fluctuations: Country-specific risks and cross-border investment implications.
- Populism, Nationalism & Political Polarization: Impact on regulatory environments, international relations, and market sentiment.
Environmental, Social & Governance (ESG) Evolution:
- Climate Change Transition Risks & Physical Risks: Stranded asset potential (e.g., fossil fuels, flood-prone real estate), costs of adaptation, opportunities in climate solutions.
- Evolving ESG Regulatory Landscapes: New disclosure requirements (e.g., ISSB, CSRD), carbon pricing mechanisms, green taxonomies, and their impact on compliance and asset valuation.
- Social Trends & Impact Investing: Shifts in consumer preferences, employee expectations, community engagement, diversity & inclusion metrics, supply chain ethics, and the growing demand for investments with measurable social impact.
- Biodiversity & Natural Capital: Growing recognition of risks and opportunities related to nature loss and ecosystem services.
- Circular Economy Transition: Impact on industries reliant on linear take-make-dispose models and opportunities for businesses adopting circular practices.
Technological Disruption (Sector-Specific):
- Real Estate: PropTech advancements (AI in property management, smart buildings, IoT, tokenization of assets, metaverse implications for virtual real estate), future of work/retail affecting commercial property demand, sustainable construction materials and methods.
- Renewable Energy & Utilities: Advancements in energy storage (battery tech, hydrogen), grid modernization (smart grids, distributed generation), new renewable sources (e.g., geothermal, wave), carbon capture, utilisation, and storage (CCUS).
- Data Centres: Next-gen cooling technologies, edge computing growth, AI hardware demands impacting design and power needs, quantum computing implications.
- District Heating: Integration with renewable heat sources, smart thermal grids, ultra-low temperature networks, waste heat recovery innovations.
- Other Sectors (as per client portfolio): Similar deep dives into relevant tech disruptions (e.g., FinTech for financial assets, HealthTech for healthcare investments, AgTech for agricultural assets).
Socio-Demographic & Consumer Behaviour Shifts:
- Aging Populations & Generational Wealth Transfer: Impact on healthcare, retirement living, consumer goods, and financial advisory services.
- Urbanisation & Smart City Development: Trends in urban living, mobility, infrastructure needs, and sustainability in cities.
- Future of Work & Skills: Remote/hybrid work models impacting commercial real estate and transportation, demand for new skills affecting education and labour markets.
- Health & Wellness Trends: Growing focus on preventative health, mental wellbeing, and its impact on various industries.
- Evolving Consumer Preferences: Demand for personalization, sustainability, ethical sourcing, and experiences over possessions.
Regulatory & Legislative Changes:
- Industry-Specific Regulations: Changes in financial regulations, environmental laws, data privacy laws (e.g., GDPR), building codes, energy policies.
- Taxation Policy Shifts: Impact on investment returns and asset structuring.
- Antitrust & Competition Law: Scrutiny of dominant players and implications for market structure.

How We Monitor & Deliver Insights for This Area

Horizon Scanning & Scenario Analysis: Continuously scanning a wide array of sources (academic research, industry reports, think tanks, news, patent filings, expert networks) to identify weak signals and emerging trends. Developing plausible future scenarios based on these trends.
Impact Assessment Frameworks: Creating tailored frameworks to analyse the potential impact (positive, negative, direct, indirect, short-term, long-term) of identified trends on specific asset classes and sub-sectors within the client’s portfolio.
Vulnerability & Opportunity Mapping: Identifying which assets/sectors are most vulnerable or present the greatest opportunities based on trend analysis.
Peer & Competitor Benchmarking: Analysing how other leading asset managers and industry players are responding to these trends.
Tailored “Trend Impact Reports”: Regular, bespoke reports for clients, focusing on the trends most relevant to their holdings, including data-backed analysis and potential implications.
Interactive Workshops & Briefings: Presenting findings and facilitating discussions with the asset manager’s team to explore strategic responses.

Property & Asset Stabilisation Strategy

Strategic deal packaging, land and property sourcing, and innovative asset stabilisation strategies. We find the asset and secure long-term, covenanted tenants for lasting value.

Property & Asset Stabilisation Strategy

Strategic deal packaging, land and property sourcing, and innovative asset stabilisation strategies. We find the asset and secure long-term, covenanted tenants for lasting value.

Unparalleled Data-Driven Insights

Our recommendations are built on extremely detailed local, national, and international data points – from population growth and economic shifts to energy consumption and specific demand drivers. We don't just present data; we provide actionable intelligence.