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Report

Effective Investment Risk & Data Management For Asset Owners & Insurance Professionals

12 June 2023
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Effective Investment Risk & Data Management For Asset Owners & Insurance Professionals

12 June 2023

Asset owners and insurance professionals often lack the tools they need to manage data and de-risk their investments. Achieving effective investment data management is a formidable topic for institutional investors and asset servicers across the industry. It also offers insurance and pension fund professionals key opportunities to leverage managed services to mitigate risk and benefit from enhanced decision-making capabilities.

As the data management landscape continues to evolve, reducing operational complexity and Total Cost of Ownership (TCO) – coupled with the ability to make better informed strategic portfolio construction, asset allocation and asset-liability risk management decisions – is becoming increasingly essential.

This report offers stakeholders more information and nuanced debates about current investment data management challenges unique to asset owners – as well as discusses solutions available to optimise data systems and capitalise on new technology opportunities.

FOREWORD:

A Pathway to effective Enterprise Data Management: Supporting asset owners’ data and risk management models

Contributor:

Rob Weber, Head of Sales, North America, Rimes

WHITEPAPER

Effective investment risk and data management for asset owners and insurance professionals

Contributors:

Rob Weber, Global Head of Solution Sales, Rimes Technologies
David Mellars, Head of Middle Office Solutions Analytics and Trading, FactSet

ROUNDTABLE DISCUSSION

Who is actually in control? Understanding investment risk, challenges, and solutions for asset owners and insurance professionals

Contributors:

Marc Mallet, Global Head of Platform Strategy, Northern Trust Corporation
Rob Weber, Head of Sales, North America, Rimes
David Mellars, Head of Middle Office Solutions Analytics and Trading, FactSet
Eric Henry, Chief Investment Officer, Vermont State Pension
Piero Falcucci, Chief Risk Officer & Chief Actuary, Triangle Life

Category :
  • Insurance Asset Management
People :
  • David Mellars
  • Eric Henry
  • Marc Mallet
  • Piero Falcucci
  • Rob Weber
Companies :
  • FactSet
  • Northern Trust Corporation
  • Rimes
  • Triangle Life
  • Vermont State Pension
Topics :
  • Asset Allocation
  • Data Management
  • Investment Risk
Rimes

Rimes provides transformative enterprise data management, ESG and investment intelligence solutions to the global investment community. Driven by our passion for solving the most complex data problems, we partner with our clients to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes serves its global clients through offices in Europe, Americas and Asia Pacific.

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1 Information about Us

www.clearpathanalysis.com is a site operated by Clear Path Analysis Limited (“We”). We are registered in England and Wales under company number 07115727 and have our registered office at The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our main trading address is The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our VAT number is 983875650. We are a limited company.

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Clear Path and Clear Path Analysis are trademarks Clear Path Analysis Limited.

14 Variations

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

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