In this research, we examine how digital technology is changing sales and marketing strategies and execution at Investment Management firms. We will also provide examples of available solutions and share case studies of firms leveraging these technologies.
In this research, we examine how investment management firms support portfolio record-keeping that meets multiple business purposes. We will share insights on the benefits and drawbacks of current approaches and explore new solutions in the market.
In this research, we focus on how investment management firms are structuring investment risk functions in their firms. We discuss the role of the function over product and portfolio management life cycles and share best practices on organisation, governance and tools that enable risk teams to balance potential returns with compliance and reporting requirements.
Investment management firms struggle with delivering operating platforms that can respond to regulatory change quickly and efficiently with minimal disruption to the business or cost to the firm. Designing flexible platforms that can easily assimilate regulation-driven changes is a monumental task and remains elusive. With the continued pressures of regulatory reform, firms must develop efficient processes for interpreting regulations and assessing the impact of new requirements across the firm. In addition, they require innovative and cost-effective solutions for implementing new capabilities to remain compliant. In this research, we explore different approaches and strategies that investment management firms are adopting to deliver regulatory compliance cost effectively and efficiently.
In this research, we examine the impact of regulatory change on collateral requirements and discuss how firms plan to optimise their operating models and leverage technology to manage the increased demands.
This research is a continuation of Investit’s focus on OTC derivatives.
In this research, we explore how client report production is evolving to meet changing industry dynamics and discuss what methods and solutions are available to streamline and support reporting across multiple technology platforms.
This research is a continuation of Investit’s focus on client reporting and developing more client centric products and services.
This research identifies methodologies for developing best execution policies across asset classes and examines leading governance practices for monitoring adherence to policy and measuring results.