A life insurance company with nearly 100 active portfolios consisting of $25 Billion in assets and 45,000 unique securities spanning fixed income, equity, derivative, and alternative asset classes.
The client currently follows a hybrid investment management model whereby they outsource a portion of their book to external managers and manage the remainder in-house. All assets are managed on behalf of underlying insurance entities they own. The client is seeking to offer an SMA (Separately Managed Account) strategy to external investors and insurers, however, they are aware that additional process controls and reporting capabilities will be needed to satisfy the demand for transparency from investors.
The client previously relied on one of their affiliated external managers to support their data management and reporting function through a data warehouse owned and operated by the affiliated manager.
500 West Madison StreetSuite 1000Chicago, IL 60661
Grandview Analytics is a technology consulting and data management software company serving financial institutions nationwide. We offer strategic advisory, technology implementation, systems integration, and data and analytics consulting services as well as managed data services powered by our Rivvit data management and reporting platform.
500 West Madison St.Suite 1000Chicago, IL 60661