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Sales of long term funds (not money market) added €97bn to the assets of European fund managers in 2016*. This is not a great outcome; in 2015 the figure was €300bn. But this weak figure obscures even worse news for most managers. First, more than two thirds of net sales went to BlackRock, Intesa, Nordea, Vanguard or Union Investment. Some hundreds of fund managers shared €30bn of net sales. Second, 64% of funds (by number) are in net outflow. That doesn’t help in a business that is supposed to reward scale.
Firms need to be understand the cost effectiveness of their investment and operational platforms in order to improve profitability. Investit provides data driven analysis to help firms plan for a sustainable future.
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
We achieved the client’s goals of better execution, more performance and lower costs for the firm
In 1966 there may have been 5,000 investment professionals engaged in price discovery in financial markets. Charles Ellis, doyen among investment consultants, estimates that over the last 50 years that number has grown to a million. Beating the market is harder. More than 95% of trading is among professionals who are in an arms race to turn insights into value for money products. The winners will understand the effectiveness of their investment platforms and where they need to invest to run competitive products at competitive prices.