Category Archives: Investment Strategy

13/06/2014

The Investit Intelligence research membership have chosen ‘Supporting Multi-Asset Investing’ as a new study for 2014. Investment managers are employing a broader array of investment strategies to improve performance. Multi-asset investing offers investors exposure to a globally diverse mix of …

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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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29/05/2013

In an effort to reduce the counterparty risk associated with OTC derivative trades, regulators are enforcing central clearing and strict margin requirements that limit eligible collateral to the most liquid and lowest risk assets. Although clearing is currently limited to …

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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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25/07/2012

Recently, we have made some observations in the Middle East and Asian markets in the course of research for client projects and the latest Intelligence report on the Processing Impact of Asian Expansion. We thought we would share of couple …

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10/07/2012

Investment businesses are trying to reduce dependence on equity returns. This is leading to a development from balanced funds to ‘new balanced’, global macro and diversified funds with some Tactical Asset Allocation. In the Investit Intelligence paper on Convergence written in …

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08/10/2011

Australia’s Reserve Bank Governor, Glenn Stevens, has called the commodities boom ‘the biggest gift to this nation since the 1850s gold rush’. Now the country is working out how to spend or save this gift, and one option is to …

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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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operations
15/07/2011

The FX market value has increased from an average daily trading volume of approximately $1.2tn in 1998, to $3.5tn in 2010. This phenomenal growth has led to structural changes which now mean that 75% of transactions are concentrated among the …

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investment-focus
12/12/2009

There are a number of aspects of the investment  management industry that are experiencing convergence as, faced with changing  circumstances, firms are looking at ways to adapt to the market. The aspects of  the industry that we see converging in …

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