The investment landscape may have altered but competition is still intense and it will be the companies that are finely attuned to their clients’ changing needs who will win market share. However, many realise that they are not just standing at a bend in the road but are at a crossroads.
As part of our recent thought leadership report entitled 'Change within Investment Management', we have developed a strategic toolkit to help fund management firms reformulate their business in this post financial crisis world, providing a series of initiatives to help them take the right direction for their firms.
As the business planning and budgeting season starts, business leaders in fund management have a lot to consider. The Investit toolkit provides a sound basis for strategic direction finding.
Whether the firm is small or extremely large, they can use the Investit toolkit to develop their own action plans. The areas for review cover a wide range of disciplines. As an example, here are half a dozen;
- Reviewing client segmentation and resources dedicated to client servicing.
- Re-examining fee and remuneration structures and realigning them to products.
- Improving reporting and operational transparency.
- Addressing the investor education shortfall and involvement in the regulatory process.
- Reviewing their operational and risk controls.
- Reviewing corporate growth plans to ensure that they are on the right track.
- Press release - Investit and Stone House Consulting announce a strategic partnership
- Press release - Investment managers identify their priorities for the year ahead
- Press release - James Hockley returns to Investit as Business Director
- See all press releases, articles and event information here
Investit Intelligence Summer Conference 2010.
Read more here...
