Global fund data warehouse

The challenge With an IT infrastructure which had been built up over 25 years, the firm had several platforms in siloes to business/product lines and specific to distribution channels. With 9 separate environments maintaining product and asset data, operational overhead in managing and aggregating data gave rise to significant operational overhead and latency in creating […]

International custody data platform

The challenge 22 clearing houses and custodians serviced the settlement and custodian function throughout Europe, Asia Pac and Latin America for the firm. An aggregate view of trade date, value date and settled positions was needed to manage settlement risk and provide a single view by product and client. The solution Rationalisation of custodians reduced […]

Agile Steps on the 1,000 Mile Journey

“A journey of a thousand miles begins with a single step…but it helps if it’s bold and in the right direction!” The insurance industry is at an inflection point – the digital challenge and changing needs of a younger generation mean that insurers need to adapt quickly to the demands of tomorrow’s customers or risk […]

The BPA Collateral Conundrum

“Does the drive to collateralise more bulk annuity transactions lead to suboptimal outcomes for customers, pension trustees and insurers?” Bulk purchase annuity (“BPA”) business has grown significantly in the last 5 years, driven recently by pension reforms enacted in 2014 that had a significant impact on the individual annuity market.  Recent market data shows that […]

Alternative Asset Investment

Context The ability for an organisation to be successful in the Bulk Annuities market is dependent on its ability to price it’s offerings competitively.  Effective pricing is enabled by having an ability to invest in alternative assets that have cash flow profiles suitable for matching adjustment eligibility whilst delivering higher yields than could be obtained […]