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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.
Join your peer group to discuss the challenges you face day-to-day and make your own network.
Investit helps the investment industry become what clients need and regulators demand.
"Members will hear an update on ESMA’s publication: Regulatory Technical Standards"
"Members will meet in early November to discuss the recent ESMA release"
"This forum will explore current practices for supporting the unique characteristics of alternative assets"
"Hear a round up of observations from the 2015 IT Value Survey"
In 2011, only 25% of institutional managers had a formal social media strategy. Four years later, in 2015, 67% of institutional managers boast a formal social media strategy – an increase of 42%. This significant shift in social media adoption by financial service firms reflects a growing awareness of the power social media can have on a firm’s corporate brand awareness programme and client engagement strategies. Though firms are more enthusiastically embracing social media, challenges still remain – in particular, ensuring the firm is sending the appropriate content with the right message at the right time to the right social media platform.
For more information on how firms are embracing social media and enhancing their digital client communications, join our Intelligence research community. To learn more about joining our Intelligence research community contact Clare Vincent-Silk at +44 (0)20 7933 9900.
"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"
"We identified a number of gaps that lead us to recommend key areas of improvement and how the business would benefit from these changes"
82% of firms at Investit’s 22nd Intelligence Conference held on 30 September indicated their firm is feeling confident for 2016. The top 3 initiatives members are planning over the next 18 months:
• 81%: Data management and strategy
• 72%: Digital communications strategy
• 57%: Change in target operating model
The day focused on delivering Investit’s industry leading research on Embracing Digital: Meeting Client Expectations and The Changing World of the Front Office. Roundtables were held to discuss these topics with peers and the authors.
The members only conference was attended by senior management delegates from top-tier investment managers and investment operations service providers. To learn more about joining our Intelligence research community contact Clare Vincent-Silk at +44 (0)20 7933 9900.