Username or Email
Forgotten your password? You can reset it here.
The information you are about to access is under copyright to Investit. You are welcome to use and circulate it within your business unit but do make sure you give us the credit. If you want to circulate it outside of your business unit make sure you ask us first. By logging in you agree to this.
Please contact us if you require membership
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.
Insights into the business of investing.
Part of the Intelligence Service, this is a continuation of the Change Management Forums.
Part of the Intelligence membership
Part of the Intelligence Service, this is a continuation of the IT Directors forums.
Agenda will be announced shortly.
Bi-annual Conference held in London to hear the results of the latest research.
BlackRock has moved two dozen funds from conventional active to systematic quantitative management. In the process they have dropped their prices, in the case of the Large Cap Core Fund from 88bps to 48 bps. These will be distinct from the range of stock-picking funds that will now become true conviction portfolios, still charged at the old normal rate.
To compete on price firms will need to compete on costs. The middle and back office have been the subject of many operational reviews. The focus is moving. Investit has a new benchmark for Investment Platform Effectiveness which shows CIOs and COOs where improvements could be made.
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
Bailie Gifford has reduced the charges on their £5bn Scottish Mortgage Investment Trust. The first £4bn will be run at 30bps with anything over that charged at 25bps. This is a long way below the 75bps-ish generally charged for active equity.
Some fund managers have told us they are not expecting price competition among active managers. They simply expect to share a smaller pie. This move suggests that the fight for the remaining slice of pie might be based on price as well as performance and service.
To compete on price, firms will need to compete on costs. The Middle and Back Office have been the subject of many operational reviews. The focus is moving. Investit has a new benchmark for Investment Platform Effectiveness which shows CIOs and COOs where improvements could be made.