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Our mission is to define and implement change that improves our clients’ business efficiency and effectiveness.
Business efficiency is critical in an increasingly competitive and complex market. Investit’s business and IT benchmarking tools are designed for firms who want to optimise the effectiveness of their operations and systems.
The Investit Intelligence programme is an industry-leading community of firms who collectively sponsor practical operations and technology research.
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Investit helps the investment industry become what clients need and regulators demand.
On 9 March we'll be presenting our latest research
Part of the Intelligence Service, this is a continuation of the COO Front Office Forums.
This session will look at practices and processes for delivering regulatory compliance cost effectively and efficiently
This is a continuation of the Change Management Forums
MiFID II transaction reporting is causing 67% of investment management firms to re-evaluate the whole of their regulatory reporting operations. The required data, if it exists, sits in various systems and data stores. For those that have outsourced investment operations it is estimated that only a quarter of the data required for MiFID II transaction reporting resides with such asset service providers.
Investit’s MiFID II Toolkit offers you the right support to help you become MiFID II compliant. Our clients are now focusing on regulatory reporting, drawing upon our data governance skills to define their regulatory reporting operating models.To learn more about MiFID II and our regulatory reporting work, contact Clare Vincent-Silk at +44 (0) 20 7933 9900.
The lead manager told his team that the best thing they did in 2015 was the Investit Investment Strategy Review.
Having a clearer investment process made for simpler messages and better consultant meetings and ratings
Our client now has a clear policy and set of procedures required by regulator and clients
We achieved the client’s goals of better execution, more performance and lower costs for the firm
Upon completion of our MiFID II assessment the client was well-positioned to implement the required regulatory changes
In the last 36 months, over $1bn has been invested in Blockchain technologies.* Industry estimates suggest Blockchain investment will increase another $1bn by the end of 2017. The catalyst for such aggressive investment is a growing enthusiasm among financial institutions that Blockchain technology could replace antiquated transaction networks and save the industry billions. For investment managers, this could translate into replacing third party clearing networks and offer near real-time settlement in a secure distributed ledger. No superstar solutions have emerged but the cooperation and collaboration among firms – technology providers, investment banks, venture capitalists and end users – is fuelling the unprecedented investment. Industry estimates indicate that large financial firms have each identified between 10 to 20 Blockchain prototype applications. Finding the right application for the technology remains elusive but prototypes are emerging that could dramatically change the industry.
Join Investit Intelligence research members as part of the Digital Disruption: The Allure of Blockchain research. In this research we are investigating the current trends and sharing perspectives on how financial service firms are funding this disruption, why, and what they are focusing on. To learn more about joining Investit Intelligence, contact Clare Vincent-Silk at +44 (0) 20 7933 9900.