Investment Banking
Investment Management
Retail Financial Services
Life & Pensions

Markets: Investment Management

The world of investment management has many facets, from asset allocation to corporate actions processing, from fund research to client reporting. All areas are complex with details that need to be understood and correctly dealt with, especially in a rapidly changing regulatory environment.

The challenges of fulfilling the needs of institutional and retail investors in an effective and efficient way are constantly changing as the investment world moves forward. Thriving, or even just keeping up, takes skill, experience and market insight, harnessed in a sound long term vision and effective day-to-day management.

Common themes in the investment management community include:

    Developing and producing business cases for new products and business propositions;
    Distribution, aggregation and investment wrappers;
    Compliance with regulatory, supervisory and governance issues;
    Driving standardisation into business processes, ensuring that efficiency gains can be made (especially to counteract the implications of the 1% world);
    Efficiency of administration and fund accounting, and getting outsourced arrangements right;
    STP for corporate actions, dividends and orders, linked with the complexities of static data management; and
    Performance monitoring and client reporting.

Bluerock has a track record of helping a wide range of investment management organisations to successfully implement change around issues such as these.