Attitudes toward portfolio management are changing…

In today's world of complex investment instruments, cross-border trading and growing performance expectations, there's an increasing demand for more timely and informed portfolio management decisions. Yet, plan sponsors and pension consultants are required to mitigate risk and improve portfolio performance using information that is often incomplete, inaccurate and outdated.

Effective portfolio management continues to become extremely challenging. When assets are allocated across multiple asset classes and distributed to dozens of investment managers across the globe, the information gap can be further extended and visibility of portfolio activity can be even more limited.

With these increasing demands on portfolio management, traditional data sources and methods of obtaining information are no longer adequate. Plan sponsors and their pension consultants need the most complete, accurate and timely information available to effectively manage their portfolios.

Until now, the solution seemed out of reach…

In the past, the thought of collecting, standardizing and consolidating portfolio information on a daily basis seemed like a technologically expensive, labor intensive, if not impossible task. With information being delivered at various times, in varying formats, from many different sources, plan sponsors and their pension consultants have been faced with a considerable challenge. Today there is a solution.

That solution is Insignis. Whether you analyze, monitor or manage an organization's portfolio, Insignis provides the optimal information necessary to make decisions quickly and effectively.

Insignis services are application neutral, which gives you the ability to integrate timely portfolio information with investment management systems for risk management, performance measurement, compliance and accounting. Insignis provides proprietary portfolio information without the need to install and maintain new systems and enables you to maximize the use and effectiveness of your existing analytical and reporting systems.