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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.
The Investit Intelligence programme is an industry-leading community of firms who collectively sponsor practical operations and technology research.
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In this research, we examine how digital technology is changing sales and marketing strategies and execution at Investment Management firms.
In this research, we examine how investment management firms support portfolio record-keeping that meets multiple business purposes.
On Wednesday 29th March we held the 25th Investit Intelligence Conference. Read the presentations here.
In this research, we focus on how investment management firms are structuring investment risk functions in their firms.
A Quick Poll on Data Loss Prevention
In this research, we explore different approaches and strategies that investment management firms are adopting to deliver regulatory compliance cost effectively and efficiently.
A Quick Poll on Best Execution: Monitoring TCA Output
On Wednesday 21st September we held the 24th Investit Intelligence Conference. Read the presentations here.
This research explores how client report production is evolving to meet changing industry dynamics and discuss what methods and solutions are available
This research examines the impact of regulatory change on collateral requirements.
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.
The aim of the survey was to examine the systems used, their implementation and support models, as well as capabilities.