Category Archives: Regulatory Planning

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 …

Read more


27/01/2015

From 2017 MiFID II will require fund managers to disclose in great detail what they are spending from client portfolios; for the first time that includes the cost of fixed income transactions and research. According to ESMA, these costs have …

Read more


15/01/2015

The Investit Intelligence research membership have chosen ‘Coping with Regulation’ as a new study for Spring 2015. Financial regulation has been cited as the both the reason for and the resolution of the 2008 fiscal crisis. Universally accepted as being …

Read more


Funds Europe Award 2014
02/12/2014

We are delighted to announce Investit has been named European Advisor of the Year for the third year in a row at the Funds Europe Awards. Investit won the award this year specifically for its work on the use of investors’ equity dealing …

Read more


24/10/2014

At the FCA’s MiFID II Conference in September, FCA director of markets David Lawton said: “Once firms have understood what is expected of them, they must make changes within their businesses and implement Mifid II. We recognise the scale of …

Read more


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


28/03/2014

Attendees at Investit’s 19th Intelligence Conference held on 12th March identified their key priorities for 2014. The conference focused on delivering Investit’s industry leading research on Effective Change Management in Investment Management and the Current State of Automation in the …

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


funds_europe_very_small
05/12/2013

We are delighted to be named ‘Advisor of the Year 2013’ by Funds Europe Magazine for the second year in a row. The awards recognise those who have shown “a strong commitment to the funds industry, and have contributed significantly …

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