Author Archives: Gina McCafferty

21/05/2013

The Investit Intelligence research membership have commissioned ‘Managing Outsourcing Contracts and Oversight’ as a new study for 2013. This research will focus on best practices for developing effective contracts and oversight programmes that ensure continuity of outsourced services in the …

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heads+squares
18/04/2013

Regulatory reform of OTC derivatives is officially here. The impact of the new requirements is driving firms to evaluate costs and assess the value of derivatives to their portfolios. Are they still worth it? In an effort to reduce the counterparty …

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30/01/2013

Our latest survey on key initiatives among investment managers reveals that all firms are focusing on regulatory change programmes in 2013. 86% of the investment management firms who responded also indicate they are concentrating on client-focused initiatives. The primary drivers …

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17/01/2013

We are hosting the 17th conference for the Intelligence membership on Tuesday 12 March. At this key industry event we will discuss our latest research findings on ‘Collateral Management’, ‘Information Strategy’, and ‘Client Centricity’. This is a great opportunity for members to learn about …

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industry-focus
15/01/2013

For many investment management and asset servicing firms, the Asian markets are well understood. Firms established in the region and newcomers alike are driven by the prospect of taking market share where wealth is expected to grow, in contrast to …

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12/11/2012

New research published earlier this month, titled The Changing Shape of Outsourcing, shows that a typical mid-size investment management firm could employ 16% fewer operational staff (operations, technology and support staff) if they outsourced their investment operations. Increasing business complexity …

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outsourcng
23/10/2012

Middle-office outsourcing services have been available for well over a decade. What began with a goal to offload inefficient, unreliable and expensive processes to a third party has evolved into a complex and long-term partnership that has become an integral …

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14/09/2012

We are pleased to announce the new and enhanced Intelligence Online Service – an online portal that allows members to access electronically the Intelligence research library of reports. With Intelligence Online you can: Read and print PDF-quality reports including  a back …

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results
20/03/2012

Delegates to our March 2012 Intelligence Conference in London last week, were asked to identify their top priorities for 2012. 74% of respondents indicated that regulation, risk and compliance is the highest priority as they strive to identify the operations and …

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04/03/2012

The momentum to deliver sound data management capabilities remains an ongoing challenge as the demands of the investment management industry accelerate. A stringent regulatory environment, increasingly complex product offerings, more sophisticated clients, and the proliferation of new technologies, along with …

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