Category Archives: Business Strategy

13/06/2014

The Investit Intelligence research membership have commissioned ‘New Outsourcing Opportunities’ as a new study for 2014. Asset managers continue to fine tune their operating platforms and seek new opportunities to increase efficiency and reduce costs. Many firms have embraced outsourcing …

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28/03/2014

Attendees at Investit’s 19th Intelligence Conference held on 12th March identified their key priorities for 2014. The conference focused on delivering Investit’s industry leading research on Effective Change Management in Investment Management and the Current State of Automation in the …

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12/02/2014

On Wednesday 12 March we are hosting the 19th Intelligence Conference in London for members of the Investit Intelligence research service, to discuss the results of the latest research: Managing Change in Investment Firms Current State of Automation in Operations …

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07/08/2013

Since the Global Financial Crisis, regulatory change has moved from being a “business as usual” problem to becoming the single most important driver of change for many firms. However, strategic business initiatives, new clients, product development and BAU enhancements also …

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10/05/2013

The FSA’s ‘Dear CEO Letter’ has asked all investment management firms to demonstrate that they are sufficiently managing conflicts of interest and show appropriate care in spending client money on research and execution services. During a thematic review in 2012, …

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20/11/2012

On Wednesday 16 January at 2:00 PM – 3:00 PM (GMT), Investit will be hosting a forum webcast for Intelligence members on ‘Top Initiatives for Investment Management Firms in 2013′. Balancing regulatory pressures and increasing client demands at a time …

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08/05/2012

Our latest research published as part of the Intelligence service – Building Your Business Efficiently - explores practical methods for understanding and improving operating efficiency and scalability, based on current practices and successful business models among investment managers. In the research …

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industry-focus
17/04/2012

The weight of the global financial crisis and economic downturn of the past few years forced investment firms to operate under tight budget constraints and reduced resources, while continuing to run business as usual. Firms focused their efforts on containing …

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11/02/2012

We are developing a theory of ‘business cost stickiness’ as part of the Investit Intelligence research into Business Efficiency. This research commissioned by members, is exploring the practical methods for understanding and improving operating efficiency and scalability, based on current practices …

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30/09/2011

The investment management industry in the GCC needs scale. Can it make a case for itself? In previous posts we have looked at how GCC investment firms can position and differentiate themselves.  In this note we put our local investment …

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