Category Archives: Business Strategy

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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results
06/07/2011

At our June conference hosted for the Intelligence membership, senior executives from the investment management industry expressed less confident in the business environment compared to the same survey taken in January. The near universal business response is to expand into new regions, …

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15/02/2011

Governments across the Gulf have said that they want to build a stronger investment industry. However this is not happening. The sovereign funds and government schemes are building isolated pools of capital and expertise. Local investment operations are sub-scale and …

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results
01/03/2010

Expanding into new regions is on the agenda Senior executives from the investment management industry feel confident enough about the future that they are expanding into new geographical locations, according to a survey taken at Investit’s bi-annual industry conference. The …

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industry-focus
10/06/2009

The events of the past two years have fundamentally altered the world of financial services and have brought back a huge emphasis on the privilege and duty involved in managing other people’s money. Whether it is a crossroads or just …

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