Industry Best Practice Assessment

One of InvestTech’s greatest assets in our toolbox is the fact that we have extensive market knowledge of industry best practices employed by large institutional investors, including operational workflows, systems architecture and integration strategies. Capitalizing on this strength of information, we are able to guide our clients effectively towards finding the most informed, cost-effective and scalable solutions.

We feel that keeping abreast of industry trends and developments is crucial to a successful business. Compliance, Modeling, Data Management, Performance and Trading - the “Final Frontiers” are dependant upon establishment of a best practice standard which tracks industry-wide automation levels and changes in technology.

Forming of an “Automation Gap” is a result of the following Industry Change Drivers:
  • Dramatic Increases in Trading Volumes
  • New Industry Trade Processing Models
  • Electronic Messaging and Convergence of Standards
  • Advent of the Electronic Trading Era
    In turn, InvestTech’s definition of Industry Change Drivers equates to:
    • Higher quality standards for client reporting, report delivery platforms and service levels… clients expect more as competition raises the bar for all investment advisors
    • Increased flexibility / responsiveness to client requests and consultant RFP’s
    • Increased fee pressures
    • Increased client scrutiny on best execution practices
    • Increased opportunities & options for STP connectivity

       

      Download InvestTech's detailed Best Practice Assessment