Category Archives: Clients
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30/01/2013
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Our latest survey on key initiatives among investment managers reveals that all firms are focusing on regulatory change programmes in 2013. 86% of the investment management firms who responded also indicate they are concentrating on client-focused initiatives. The primary drivers …
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21/12/2012
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The Investit Intelligence research membership have commissioned ‘Client Centricity: Delivering Service and Creating Value’ as a new study for 2013. Investit studies have shown that adopting a stronger client service and value approach helps firms retain clients longer, even during …
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04/07/2011
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In our industry, investment performance is the primary concern of all investors, both individuals and institutions. Historically, this has resulted in investment management firms failing to take a strategic approach to the delivery of client management, but these times are …
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02/03/2011
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As client reporting is an investment manager’s main connection with their client – impressions count. So why do so many managers take reporting for granted? Over the years we have witnessed a remarkable number of cases where client reporting by …
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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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16/01/2011
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The global financial crisis that developed in Q4 2008 was a seismic event in our industry, of which the aftershocks are still being felt. It has led many to challenge the strong convictions that have characterised our industry for many …
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24/01/2010
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Transparency is a word that seems to be on everybody’s mind. It seems that someone somewhere is always calling for greater transparency to be provided. We have had the scandal of MPs’ expenses, concerns about bank charges, and reservations expressed …
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15/12/2007
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There are serious issues with the current client reporting framework. Clients are dissatisfied with the reports that are produced for traditional long-only investment strategies and managers face significant challenges reducing the gap between client expectations and reporting practices. The situation …
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23/06/2006
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The expectation of good long-term performance is the main factor in the selection of investment management firms by institutional clients. So, why do clients care if they experience poor client management? Effective client management is necessary to maintain the level …
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25/11/2005
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The research industry is a complex web linking fund managers, banks and brokers, and independent companies. The business and management of investment research is about to come under much more scrutiny by regulators: how much is paid for it and what …
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