Category Archives: Operations

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 …

Read more


13/06/2014

The Investit Intelligence research membership have chosen ‘Market Data Administration: Containing Costs’ as a new study for 2014. The escalating costs of market data and the expanded regulatory requirements for providing clients with access to market information has made market …

Read more


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 …

Read more


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 …

Read more


07/08/2013

Since the Global Financial Crisis, regulatory change has moved from being a “business as usual” problem to becoming the single most important driver of change for many firms. However, strategic business initiatives, new clients, product development and BAU enhancements also …

Read more


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. …

Read more


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 …

Read more


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 …

Read more


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 …

Read more


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 …

Read more