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Investment Managers Respond to Dear CEO Letter on Commission Management
10 May
A group of investment managers have joined forces with Investit to discuss best practice and develop comparable information about prices paid for research. read more →
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Author Archives: John Robertshaw
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15/07/2011
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“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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04/07/2011
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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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14/02/2011
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“Investment managers will need to transform themselves from product-centric to client-centric businesses if they are to survive” announced Peter Ellis, UK MD of Investit, as he opened the firm’s thirteenth bi-annual conference. The realisation that the ‘client is king’ is …
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26/01/2011
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Investment management has become a global business with participants in the value chain extending their perspectives from a largely domestic focus to a truly global one in search of new markets, new clients and investment opportunities. While managers have managed …
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11/11/2009
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The investment management industry has wrestled with the problems posed by the ever-growing demand for data. This growth is fuelled by a number of factors including an increase in trading of new instrument types, the impact of regulatory changes, and …
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14/07/2009
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In January 2006, Investit produced a research report called ‘Outsourcing Mid-Term Report – a time for reflection‘, followed by ‘Asset Servicing…Value added for whom?’ a year later. Both studies concluded that the investment management business was becoming much more complex …
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15/12/2008
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The brief for this research study was: “To create a self-certification template, which would enable Intelligence members to measure the performance of their key operational processes, against the norms prevailing in the industry” We have identified 21 key operational functions …
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10/07/2008
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For investment managers and their business partners, globalisation presents commercial opportunities to distribute their products outside their traditional markets. As domestic and near domestic markets mature firms look for growth opportunities beyond their traditional markets. These growth opportunities are applicable …
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02/01/2008
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A well-ordered and consistent data infrastructure can help control operational and technical costs – and improve profitability. A comprehensive understanding of how data is managed, and effective data architecture, enables an investment management company to be more flexible and cost-effective …
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13/07/2007
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The increased focus on operational risk exposure, stringent regulatory requirements and the growing need for management information have amplified the need for comprehensive control structures to ensure that data is managed to the right level of quality. Furthermore, clients are …
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