Username or Email
Please contact us if you require membership
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.
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
At the April 2016 Investit Digital Forum, investment firms gathered to discuss the challenges in developing and implementing client facing digital programmes including web portals, personalised client reporting and social media outreach. Firms agreed that the primary goal of their digital initiatives is to engage their clients more effectively. This is leading firms to shift control of client digital technology decisions away from IT to technically adept marketing professionals.
The forum participants agreed that today’s marketing professionals are increasingly knowledgeable and comfortable using digital solutions. By combining their strength in client engagement with their growing technical proficiency investment managers can catch up with other industries who have used these solutions to enhance their customer’s experience and increase customer loyalty.
Investit helps firms deliver the right service with the right content to the right clients at the right time. If you want to learn how to deliver cost-effective business value through our Digital Accelerator 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
In 2015, 92% of the €285bn of total European net fund sales went to the 25 top selling firms. The 4 top selling funds alone took almost 10% of the total or about €26bn between them.*
The remaining 8% (€23bn) of sales was shared by 3,200 European asset management firms** or an average of €7m each. Clearly, there are many firms with declining assets and client bases.
Fund managers have been giving away their clients – managing assets in someone else’s fund, distributed on someone else’s platform, sold via someone else’s advice. Now managers want, and need, to win clients back and are turning to the internet and client focused digital technologies to attract and service clients.
Investit helps firms to use digital capabilities, from strategic proposition planning to more effective communication using websites, client reporting and social media outreach. To find out how Investit can help your firm win more clients please contact Clare Vincent-Silk at +44 (0) 20 7933 9900.