Research Library

RESEARCH
1 May 2017

Digital Disruption for Clients: Marketing and Sales

In this research, we examine how digital technology is changing sales and marketing strategies and execution at Investment Management firms.

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RESEARCH
1 May 2017

Middle Office Record-Keeping and Outsourcing

In this research, we examine how investment management firms support portfolio record-keeping that meets multiple business purposes.

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RESEARCH
31 March 2017

Investit Intelligence Conference March 2017

On Wednesday 29th March we held the 25th Investit Intelligence Conference. Read the presentations here.

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RESEARCH
31 March 2017

Structuring the Investment Risk Function

In this research, we focus on how investment management firms are structuring investment risk functions in their firms.

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RESEARCH
1 March 2017

Quick Poll: Data Loss Prevention

A Quick Poll on Data Loss Prevention

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RESEARCH
19 December 2016

Regulatory Resilience

In this research, we explore different approaches and strategies that investment management firms are adopting to deliver regulatory compliance cost effectively and efficiently.

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RESEARCH
3 November 2016

Quick Poll: Best Execution, Monitoring TCA Output

A Quick Poll on Best Execution: Monitoring TCA Output

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RESEARCH
13 October 2016

Investit Intelligence Conference September 2016

On Wednesday 21st September we held the 24th Investit Intelligence Conference. Read the presentations here.

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RESEARCH
11 October 2016

Client Reporting: Next Generation Platforms

This research explores how client report production is evolving to meet changing industry dynamics and discuss what methods and solutions are available

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RESEARCH
11 October 2016

Collateralisation: Understanding the Impacts of Regulation

This research examines the impact of regulatory change on collateral requirements.

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RESEARCH
6 July 2016

Quick Poll: Scope & Structure of IT Department

The areas covered include the distinction between 'standard' and 'optional' functions and the staff allocation to each, as well as reporting lines and organisation models.

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RESEARCH
1 July 2016

Quick Poll: HR Systems

The aim of the survey was to examine the systems used, their implementation and support models, as well as capabilities.

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