Investment

We work with investment management firms on the development and marketing of investment strategies and products.

• We help firms evaluate and develop investment processes and communicate their competitive advantages to market gatekeepers and clients.
• Our market research helps firms assess demand for their products and where opportunities lie.
• We work with firms to develop new investment products and to test those products in the marketplace.
• We help firms research and write thought leadership reports for their chosen markets.

Our knowledge of the investment management process also allows us to deliver strategic and organisational advice in relation to investment management, and to provide due diligence in corporate transactions involving investment teams.

Our expert consultants have first hand experience of investment management, institutional business development, fund selection, and investment consulting. We have particular expertise in the market for defined contribution (DC) pension schemes and the application of behavioral finance to investment processes and products. The Investment practice is supported by Investit’s other practices meaning we understand the systems and operational processes used to support the investment process.

Our Investment services

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• See all press releases, articles and event information here

Register here for the Leveraging Technology to Enhance the Client Experience Webcast on Wednesday 18 January at 13:00 EST.