Category Archives: Operations

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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13/12/2013

The Investit Intelligence research membership have commissioned ‘Current State of Automation in Operations’ as a new study for 2014. Investments in automation can raise productivity and processing quality and deliver increased value to the firm by streamlining operating costs and …

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07/08/2013

The Investit Intelligence research membership have commissioned ‘Managing Change in Investment Firms’ as a new study for 2013/2014. Since the Global Financial Crisis, regulatory change has moved from being a “business as usual” problem to becoming the single most important …

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10/07/2013

In a quick poll of investment management firms published by Investit last week, 67% said that they felt only fairly prepared and informed to be deemed AIFM compliant in the near future, and a further 17% said they were unprepared. …

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results
20/06/2013

Research by consultancy Investit has revealed that 60% of investment management firms are concerned about their ability to support the rapid growth in data requirements resulting from the ever-increasing pressure to grow the business, keep shareholders happy and provide transparency …

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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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21/05/2013

In an environment of growing demands from regulators and clients, heightened competition and a need to best position their firms for future growth, asset managers are increasing their reliance on outsourced services. This shift in operating model is exposing managers …

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computer+squares_small
22/04/2013

The old adage stating information is power has never been more evident than in today’s financial services industry. As firms continue to compete in increasingly complicated and volatile global financial markets under the scrutiny of more oppressive regulations and higher …

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heads+squares
18/04/2013

Regulatory reform of OTC derivatives is officially here. The impact of the new requirements is driving firms to evaluate costs and assess the value of derivatives to their portfolios. Are they still worth it? In an effort to reduce the counterparty …

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industry-focus
15/01/2013

For many investment management and asset servicing firms, the Asian markets are well understood. Firms established in the region and newcomers alike are driven by the prospect of taking market share where wealth is expected to grow, in contrast to …

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