Category Archives: Operations

24/06/2015

The Investit Intelligence research membership have chosen ‘New Models for Funding and Managing Investment Research’ as a new study for Autumn 2015. Will regulatory pressure drive asset managers to pay for research out of their own pockets? The FCA’s concerns …

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The Investit Intelligence research membership have chosen ‘The Changing World of the Front Office’ as a new study for Autumn 2015. The growth of investable assets, increasing demands of more sophisticated investors and a global regulatory environment are changing the …

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25/03/2015

94% of attendees at Investit’s recent Intelligence Conference indicated their firm is feeling confident for 2015; with 35% saying they are feeling extremely confident. This is a significant change to sentiment in September 2014 where 36% of attendees felt their …

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15/01/2015

Massive structural changes in the financial services industry are having a ripple effect on how firms design and implement their operating platforms. The data management platform emerges as a key risk area that is ripe for disruption. A core contributor …

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As the fixed income market evolves from an over-the-counter, relationship-based model to a technology-driven market, buy-side firms that embrace new trading models and innovative solutions will be best positioned for the future. Evolving regulation, lack of liquidity and advances in …

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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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25/06/2014

This research report is derived from Investit’s Regulatory Heatmap and provides an update to the published Intelligence report: Regulatory Impact Heatmap (June 2012). We provide a summary of the operational impact of 19 global regulations across each function of the …

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13/06/2014

The escalating cost of market data and progressively more stringent data distribution rights highlight the importance of instituting a comprehensive market data administration programme. Market data is expensive. A recent industry report indicates the global spend on pricing, reference, valuation …

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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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13/12/2013

Shifting global investment opportunities, regulations, and technological innovation are all key drivers for firms to assess their operating platform. Effectively balancing the components of that platform, the workforce, the organisational structure and the technology, is fundamental in supporting the business …

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