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Fund managers’ profits are forecast to fall by 1/3rd in the next 3 years according to McKinsey*, as assets continue to move into passively-managed strategies.
In response to this, many firms are offering more complex investment strategies to a wider range of clients in a larger number of countries. This builds business complexity which actually reduces profitability further.
Investit’s corporate benchmarking shows how complexity is directly correlated with profitability, and identifies clear actions which can be taken to reduce the drag on your business. For more information about our corporate, platform and IT/change benchmarking, please contact Catherine Doherty at +44 (0) 20 7933 9900.
A rapid growth in size and complexity of business, supported by a robust architecture.
Our client saved 20 x benchmarking cost in 1st year
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
Central clearing under EMIR and new collateralisation requirements for non-cleared derivatives defined in the BCBS-IOSCO principles introduce substantial increases in margin requirements. Investment managers must consider the costs of collateral in their best execution decisions. However, from a recent Investit survey, only half of firms do so today.
Collateral costs can vary significantly depending on a number of factors such as trade routing options, including CCP and clearing member combination; CCP’s collateral acceptability and margining methodologies; clearing member relationships and fee structures; the use of cleared vs. non-cleared derivatives; open positions and netting opportunities; and transformation fees if eligible collateral is not available. Pre-trade cost analysis that considers the impact of collateral requirements will be critical for investment managers to obtain the best possible results for their clients when trading derivatives in the future.
To learn more about how firms are supporting pre-trade cost analysis of derivative trades, join Intelligence members at Investit’s conference on 21 September to hear the results of our research on Collateralisation: Understanding the Impacts of Regulation. To find out more about Intelligence, please contact Clare Vincent-Silk at +44 (0) 20 7933 9900.