Investment

Our investment practice works with firms' senior management on strategic and tactical projects. We have worked with senior management on strategic issues such as:

  • What should we do next?
  • Can we combine these teams or have we got boutiques?
  • Why do we do our own research?
  • Should we sell to the institutional market?
  • Where are our competitive advantages, what makes us different and better?
  • What does being a global fund manager mean?

At a more detailed tactical level we work with CIOs, fund managers and their marketing teams to:

  • Evaluate, evolve and communicate investment approaches
  • Develop new products and test them with key distributors
  • Make risk management and reporting appropriate to investment style

The Investment Practice is fully supported by other Investit practices in every engagement. Not only do we understand how your portfolio managers run money, we also understand the systems they use and how operational processes can best support their investment approach.

Our Investment services

Contact
Richard Phillipson
+44 (0)20 7933 9900
Email Richard Phillipson

  • Press release - Investit Announces Second Industry Award, New Hires and New Premises for 2008
  • Press release - Investit Research Reveals True State of Operational Risk
  • Press release - Investit Opens Sydney Office
  • See all press releases, articles and event information here

Investit is named Consulting Firm of the Year by Global Investor and Complinet.

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