New research published earlier this month, titled The Changing Shape of Outsourcing, shows that a typical mid-size investment management firm could employ 16% fewer operational staff (operations, technology and support staff) if they outsourced their investment operations. Increasing business complexity …
Read more →
Middle-office outsourcing services have been available for well over a decade. What began with a goal to offload inefficient, unreliable and expensive processes to a third party has evolved into a complex and long-term partnership that has become an integral …
Read more →
A “black swan event” is an often over-used term in markets but the potential break-up of the Eurozone seems to fit this description nicely. Nassim Nicholas Taleb, who first coined the phrase, defined a black swan event as follows: 1. …
Read more →
Since the introduction of compulsory superannuation in 1992, Australia has developed a sophisticated and growing investment industry. The current market size is around $1.23tn and continues to grow. Over the last decade, the number of firms that provide investment advice, investment management, …
Read more →
Investment management has become a global business with participants in the value chain extending their perspectives from a largely domestic focus to a truly global one in search of new markets, new clients and investment opportunities. While managers have managed …
Read more →
The global financial crisis of 2008 – 2009 fundamentally changed the dynamic for the investment management business: Operating margins for investment management firms had fallen to an all-time low. Regulators introduced ever more onerous and wide-ranging requirements. Much of the …
Read more →
The investment management industry has wrestled with the problems posed by the ever-growing demand for data. This growth is fuelled by a number of factors including an increase in trading of new instrument types, the impact of regulatory changes, and …
Read more →
In January 2006, Investit produced a research report called ‘Outsourcing Mid-Term Report – a time for reflection‘, followed by ‘Asset Servicing…Value added for whom?’ a year later. Both studies concluded that the investment management business was becoming much more complex …
Read more →
Custodian banks make much of their value-added product range. They recognise that it is not enough to have a solid core service but that they must also offer an ever-expanding range of value-added services. As the investor services industry matures, …
Read more →