Investit is a global leader that provides investment processing strategies and consulting services to financial firms worldwide. It offers unique research and assessment programs partnered with practical consultancy. Investit has over 1,270 successful assignments with top financial institutions, delivering operational and technology excellence. It uses a proven three-step program to inform strategic decisions and deliver rapid results in cost reductions, service enhancements, and quality improvements. Clients praise Investit's specialist domain knowledge, practical approach, and ability to provide actionable insights and recommendations.

1. Introduction to Investit
2012
Informing the Most
Successful Financial
Firms in the World

2. Help You Can Depend On
Global leader in
processing strategies
for the investment
industry.
– Unique research and
assessment programme
partnered with practical
consultancy
– Worldwide support from
London, Dubai, Sydney
and Boston
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3. Knowledge You Can Rely On
Independent Intelligence Value Service Consulting
advice that
delivers
– Financial savings
– Productivity
improvements
Investigate Assess Achieve
– Quality and service
enhancements •Inform decisions •Baseline cost, capacity, quality •Guide strategy development
•Clarify complex issues •Assess business value of service •Facilitate change management
– Future proofing and •Identify trends •Identify areas for cost reduction •Select appropriate projects
•Uncover challenges and risk •Pinpoint areas for process and •Manage programmes
preparedness •Articulate best practices quality improvements •Validate against strategic intent
•Share peer case studies •Measure improvements •Deploy and implement decisions
•Educate staff
Investment processing efficiency and agility
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4. Results You Can Count On
Senior level practioners with extensive
management experience in
investments, operations and technology
1,270+
Successful assignments working with the
Specialists in asset management industry top financial institutions worldwide delivering
operational and technology excellence with
Proven 3 step program for informing strategic Investit’s unique tools.
decisions and delivering rapid results in
cost, service and quality improvement
programmes
Significant return on investment
Consistent, proven and exceptional results
combined with strong client satisfaction
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5. Advice You Can Trust
We appointed Investit to help us understand the market positioning of an important investment Investit’s specialist domain knowledge and experience enabled us to rapidly identify the key
capability for American Century. The Investit team succinctly crafted the issues for consideration requirements for front office, performance measurement, investment marketing and client service.
and provided a framework of research which, in turn, led to a set of clear recommendations. Analysis and interpretation of RFP responses, facilitation of product workshops and subsequent
Investit’s combination of academic rigour and market insight gave us confidence in the final internal stakeholder reviews proved a valuable asset and enabled us to make an informed final
implementation. decision. We would be pleased to work with Investit again.
Vice President Managing Director, Head of Information Technology
American Century Investments Nomura Asset Management
The Investit Intelligence service is the only industry specific research service that I am aware of We have used the Value Service for many years and find it very useful for understanding the cost
that focuses on the business issues set by the membership and consistently provides quality and quality drivers of IT in order to identify how we can deliver better value to the business. The
thought-provoking research, both in terms of the conference presentations and the written output. data collection is very thorough and we especially like the way the IT costs are compared against
The level of senior peer attendance and the quality of discussion at the Intelligence conference the business as a whole rather than just as purely IT metrics. I find it a very comprehensive and
sessions indicate that this is a broadly held view. cost-effective exercise.
Head of IT
Director of Operations & IT
Kames Capital
Hermes Fund Managers
We asked Investit to work for us because of their specialist knowledge of the asset management
Intelligence provides us with leading industry oversight and best practice consultancy at a fractional business Investit delivered on time and within budget and the ideas they developed with our
cost. It is the last thing I would cut from my consultancy budget. managers were key to formulating our strategy. We would certainly use them again.
Chief Technology & Operations Officer Co-CEO
Old Mutual Asset Managers Rasmala Investment Bank
The research is interesting and thought-provoking, and the team enjoyed the presentation I was involved in selecting Investit for two separate projects at Janus Capital. In both projects we
delivered by Investit. It generated a number of follow-up conversations, which is always a good were impressed by the practical approach that Investit took. It is clear that the people working on our
sign, and my management team will be using the findings as input for a strategy session. projects enhanced their deep understanding of the industry with the ability to provide actionable
insights. At the end of both projects we were absolutely clear on what our next steps should be to
Global Client Services Director address the identified issues.
Aviva Investors
Senior Director Marketing
We commissioned Investit for a study in an effort to strengthen our solutions to best handle some
Janus Capital
European directives and to provide valuable insights for opportunities in the market. We selected
Investit based on its talent and expertise in the financial market and for its highly respected We had a complex and unique brief for Investit – help us articulate what we do well in Japan in such
reputation. The end result proved to be very helpful and highlighted some areas of improvement a way that sophisticated international investors will believe in us. This required tact, diplomacy and
that we hadn’t uncovered in our own research. Working with Investit was a pleasure and we hope cultural sensitivity combined with an ability to probe deep into the heart of our firm to discover how it
to work with them again in the near future. works and then help us explain it clearly in English. The grace and style with which Investit’s
Investment team conduct themselves soon captured our imagination and trust. They are a beacon of
Head of Product Management professionalism and we see them as an influential and important resource.
Eagle Investment Systems
Director, Head of Sales and Marketing and Manager, Global Relations Group
Sumitomo Mitsui Trust Bank/Chuo Mitsui Trust International Limited
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6. Contact Us
Discover your firm’s potential Europe and United Kingdom
and make it happen. Clare Vincent-Silk
Phone +44(0)207 933 9900
clare.vincent-silk@investit.com
North America
Jackie Alvarez
Mobile +1 617 512 7573
jackie.alvarez@investit.com
MENA
Catherine Doherty
Mobile +971 (0)50 592 8198
catherine.doherty@investit.com
Australia
Doug Neill
Mobile +61 4 1291 5476
doug.neill@investit.com
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