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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.
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
With increasingly fierce competition for investor assets and shrinking margins, investment firms are looking to innovative digital solutions to strengthen investor loyalty and drive brand recognition. Successful firms have also recognised that a cohesive operating platform that can deliver digital success is every bit as important as a strong front end.
A recent Investit survey revealed only 30% of investment firms have begun their journey to digital maturity. Firms are struggling to create a digital strategy with the right technologies that will enable them to meet the firm’s business objectives while meeting shifting client needs. The majority of firms are reviewing their digital strategies and say they intend to embark on new initiatives in the next 12 months.
Investit’s Digital Accelerator enables you to deliver the right service with the right content to the right clients at the right time. We can help you to assess your digital capability against your peers, design your digital strategy and implement your digital roadmap. To learn more about ways to service your clients better through digital excellence please 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
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.