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Investment Accounting & Enterprise Data Support

The increasing complexity of capital markets, investment products, and regulatory requirements makes it essential to have clear and real-time visibility into investment activities. Timely decision-making is of utmost importance for various stakeholders, including trading, risk, product, and marketing teams.

Outdated Approach

Asset gatherers have built strong franchises relying on order management systems (OMS) and Accounting Data (ABOR). However, maintaining the OMS/ABOR approach is outdated and comes with several gaps.

Moving from the OMS/ABOR solution to a comprehensive investment book of records (IBOR) optimized for today's investment landscape is a complex yet crucial endeavor. A consistent book of records provides a foundation to evaluate an asset gatherer's Data Governance Strategy and implement improvements.

IBOR Strategy

The front office requires real-time information on cash, securities, and future securities events across all asset classes, including public and private equity and derivatives. This data needs to be linked across various exposures and encompass a global network of brokers and custodians. A successful IBOR strategy for asset gatherers involves the following components:

  1. Data Governance Strategy
  2. Data Capture
  3. Aggregation and Enrichment
  4. Information Delivery

SGI offers market insights to help clients shape their data governance strategies. Our technology platform provides an enterprise-wide data repository for consistent data capture across service providers. We aggregate and enrich data in a meaningful manner, empowering client enterprise data hubs for improved front office decision-making.