How to Handle Investment Data from External Portfolio Managers
The creation of a single source of truth across investment (IBOR) and accounting (ABOR) data can be a challenge for insurers with external managers or
The creation of a single source of truth across investment (IBOR) and accounting (ABOR) data can be a challenge for insurers with external managers or
Throughout their history, insurance portfolios have been heavily weighted to investment grade bonds, municipals, treasuries, and other low-risk fixed-income instruments.
Grandview CEO Matt Biver moderates a CDO and Data Leaders’ Summit 2023 panel discussion sharing perspectives on enterprise data management as a function and how
With a lack of tools and technology to properly maintain the latest documentation and to track cross functional processes, more transparency and control over data
Integration of a firm’s Investment Book of Record (IBOR) with its Accounting Book of Record (ABOR) is consistently one of the most complex and important
Grandview’s Phil Dauer joins InsuranceAUM to discuss how insurance companies can overcome 5 key data challenges to optimize and inform investment decisions.
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.