Business Process Assessment

Investment managers, like all businesses, need to be able to measure the value contributed by their business processes, to understand their competitive strengths and ensure clients and shareholders get value for money. We have a proven methodology that enables them to do this - a unique service, which we call BPA.

When evaluating the performance of business processes, investment management companies tend to focus on cost and volume – “how much am I producing and how much does it cost?” However, this doesn’t help them understand the value each business process delivers – or how much value their clients, internal or external, receive. COOs of investment management companies need to know this and how they compare to the market.

BPA is specifically designed to address this problem. Using our specialist experience we can show where and how business processes deliver value and where resources might be better allocated to best meet business goals.

The key benefits of BPA:

  • Allows COOs to identify where value is created.
  • Identifies where clients and internal consumers receive value.
  • Identifies competitive advantages.
  • Allows COOs to make decisions on where to improve business processes.
  • Helps confirm where outsource solutions are viable – without compromising value.
  • An essential business-planning tool.


  • Press release - Investit and Stone House Consulting announce a strategic partnership
  • Press release - Investment managers identify their priorities for the year ahead
  • Press release - James Hockley returns to Investit as Business Director
  • See all press releases, articles and event information here

Investit Intelligence Summer Conference 2010.

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