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The Boston Consulting Group have forecast that solutions (funds that solve a problem such as ‘generate my retirement income’) and multi-asset funds will make up over 50% of net flows by 2020. However these funds do not integrate seamlessly into existing front- and middle-office solutions. They require different portfolio replication procedures, workflows, and system support processes and technologies. This specialist support is critical in order to build these products into a profitable and scalable business.
Investit is working with investment firms to identify specifically what processes and technologies need to be adjusted and how to be successful in integrating these funds into existing operating platforms.
If you would like to join the study or find out more about how to succeed in integrating these funds into existing operating platforms at your firm please call Catherine Doherty on +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
For a number of investment management firms, mandatory clearing under EMIR is just months away (21 December 2016). Buy-side firms’ dependency on clearing members comes at a time when clearing banks are questioning the economics of their clearing businesses, some shutting them down altogether.
In the US, only 72 clearing members were registered with the CFTC at the end of 2015, down from 154 in 2007. With just a small pool of the very largest banks selectively providing clearing services to their largest buy-side clients, investment managers struggle to secure cost effective clearing relationships. Fortunately, CCPs are considering innovative membership models to accommodate increasing buy-side demand. New hybrid models allow direct CCP access to buy-side members, with clearing banks contributing to default management obligations and offering more attractive fees.
To learn more about how firms are addressing the impact of regulatory change on collateral requirements, contact Sarah Pearce at +44 (0) 20 7933 9900 and discover how you can join the Intelligence research service to hear about our most recent research on Collateralisation: Understanding the Impacts of Regulation.