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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.
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Retail investors are seeing the true value of AI-led investment management services. Customers in search of investment advice and financial planning are benefiting from the reduced costs associated with robo propositions. On average, their all-in fee of 25 bps is 50 bps lower than the rate charged by non-robo incumbents.
Investment managers are racing to offer digital financial services. This week, Blackrock invested €30 million (approx. £26 million) to buy a minority stake in Anglo-German digital investment manager, Scalable Capital. The company, which launched in the UK last summer, has since doubled its assets under management to €200 million (£176 million). Asset managers will need lower fund prices to compete, and this means lower costs for the end client. Investit provides business analytics to drive operational effectiveness. For more on this, please call Emma Haffenden on 020 7933 9900.
Source used –
FT Adviser: Blackrock takes stake in robo-adviser
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
Bond management is more complex than equity management. Investit benchmarking shows that there are more managers and support staff per £1bn of Fixed Income AUM, even though FI fee rates are typically lower.
If ETFs take money away from active managers the already precarious finances of many Fixed Income desks will tip over into losses. Investit’s benchmarking helps firms understand productivity, strategy by strategy. To inform business decisions Investit is creating a CFO’s dashboard to monitor the health of the firm in the light of anonymised competitor data.
To find out more about how benchmarking will help you manage your business or to join Investit’s CFO Forum on 27th June please call Richard Phillipson on 020 7933 9912.