Investit Intelligence, a research forum that explores operational issues of the fund management industry, says its Spring conference identified the following as their top three concerns:
First, how to develop a way of comparing the overall value and quality of internal and outsourced operations services (including non-financial).
Secondly, how to understand the full costs and impact of including complex fixed income and derivative instruments in funds.
Thirdly, how to measure the effectiveness and value of the investment they have made in streamlining front office order management and electronic trading.
Investit Intelligence says it is researching each of these three areas, and will publish results in the second quarter of this year.
“These topics put forward by our clients demonstrate how fund management companies are actively seeking to enhance the operational efficiency of their businesses as well as managing money,” says Catherine Doherty, the Principal Consultant who heads up Investit Intelligence. “Investit Intelligence is an interactive forum designed to help our clients respond to their key operational and investment concerns by providing customised research geared directly to their needs. As such, Investit Intelligence offers a highly cost-effective solution for companies looking to develop robust and scalable enterprises.”
Investit Intelligence aims to support the COO’s requirements in investment management companies. Recently completed reports include Making Corporate Data Projects Work; Client Reporting and Mixing Long-Only and Long-Short Investments. Investit Intelligence says it aims to look at issues from a practical point of view, and to provide workable solutions to practical business issues.