Category Archives: Business Strategy

15/01/2015

The Investit Intelligence research membership have chosen ‘Coping with Regulation’ as a new study for Spring 2015. Financial regulation has been cited as the both the reason for and the resolution of the 2008 fiscal crisis. Universally accepted as being …

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The Investit Intelligence research membership have chosen ‘Fixed Income Market Changes’ as a new study for Spring 2015. The fixed income market is undergoing major transformation driven by evolving regulation, lack of liquidity in the market and advances in technology. …

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01/10/2014

As the investment management process becomes more complex with emerging instruments, shifting and increasingly complex investment strategies, greater regulation, increased globalisation, and increased pressure on fees, investment firms have to ensure that their decision makers have the most accurate, complete …

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13/06/2014

The right operating model delivers value, enables growth, enhances efficiency and ultimately improves profit margins. Extensive change agendas focused on global regulation, new business and growth strategies continue to absorb a greater portion of resources and budgets. Asset managers continue …

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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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