Case Study – Insurer automates data management and reporting using Rivvit

Global asset manager moves to Bloomberg PORT Client Profile The North American arm of one of the largest asset managers in the world. This subsidiary manages over $200 billion in institutional assets specializing in fixed income, liability driven investment (LDI) solutions and index capabilities. Business Situation Bloomberg LP recently completed the acquisition of the Barclays […]

Case Study – Data Strategy

Asset manager reduces market data spending by 40% Client Profile A large investment manager with over 90,000 unique security master instruments between their held portfolios and associated benchmarks. Business Situation The client was seeking to adopt a new security analytics engine which required them to identify a market data source with comprehensive coverage of their […]

Case Study – Global Asset Manager

Global asset manager deploys BISAM B-One for performance and attribution Client Profile Global investment and advisory firm with more than $265 billion in assets under management (AUM) across 1500 portfolios including insurance/non-insurance SMA’s, hedge funds, mutual funds, ETFs, and CLO’s. Business Situation The client had outgrown their previous Investment Performance and Portfolio Attribution system due […]

Case Study – Moody’s Analytics Integration

Grandview Analytics integrates Rivvit with Moody’s Analytics to drive transparency for CLO managers and investors Client Profile Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better and faster decisions. With deep risk expertise, expansive information resources, and innovative application technology, Moody’s Analytics helps clients confidently navigate an evolving marketplace. Structured […]

Case Study – BNY Melon Integration

Asset manager integrates with BNY Mellon using Rivvit Client Profile An asset manager with $10 billion in assets under management and over 2000 investment accounts. Through their mutual funds, UCITS funds, and separately managed accounts, the firm offers both turnkey and customized investment strategies for institutions and consultants globally. Business Situation The client sought a […]

Case Study – Rivvit used by insurance company to implements multi-manager operating model

Insurance company implements multi-manager operating model using Rivvit Client Profile An Insurance Holding Company partnering with leading insurers and reinsurers to provide world-class products and services to middle market consumers.  Business Situation This client was implementing an exciting growth strategy to acquire and partner with insurance companies and reinsurance companies by selectively investing in and […]

Case Study – System Implementation And Organization Planning

Insurance company deploys Blackrock Aladdin and Eagle and brings investment operations in-house Client Profile The Investment Management division of an insurance company with multiple subsidiary entities and total invested assets comprised of fixed income, derivatives, and private placements exceeding $30 billion. Business Situation Leading up to this project, our Insurance client outsourced their operations and […]

Case Study – Rivvit

Insurance company outsources data management and reporting using Grandview’s Rivvit platform Client Profile An insurance company with ~$90 billion in assets allocated across multiple investment managers and accounting systems. Business Situation The client outsources their investment management function to multiple investment managers who use Blackrock Aladdin as their Investment Book of Record (IBOR). The client […]