Monthly Archives: July 2011

20/07/2011

The costs associated with purchasing, collecting, validating and distributing index data have increased significantly in recent years for our clients. At the same time, most have experienced an increase in the number of benchmarks that are used within their businesses. The main …

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15/07/2011

“Most investment managers lack the industrial processes and disciplines to understand the sources of profit (and loss) within their product lines” announced John Robertshaw, Principal at Investit. “Consequently they are ill-prepared to respond to the twin challenges of a squeeze …

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operations

The FX market value has increased from an average daily trading volume of approximately $1.2tn in 1998, to $3.5tn in 2010. This phenomenal growth has led to structural changes which now mean that 75% of transactions are concentrated among the …

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results
06/07/2011

At our June conference hosted for the Intelligence membership, senior executives from the investment management industry expressed less confidence in the business environment compared to the same survey taken in January. The near universal business response is to expand into new regions, …

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04/07/2011

Historically, firms have concentrated efforts on building revenue without an application of cost management and profitability analysis. While this may have been justifiable during the benign investment conditions leading up to the Millennium, we believe this is untenable given the …

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Handshake+squares_small

In our industry, investment performance is the primary concern of all investors, both individuals and institutions. Historically, this has resulted in investment management firms failing to take a strategic approach to the delivery of client management, but these times are …

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