Services Overview

Insignis Portfolio Intelligence is a hosted investment data management service that improves plan sponsor and pension consultant operations, investment strategies and overall fund governance by providing greater visibility into investment portfolios. This is achieved through the following components:

Data Optimization

• Identification of idea data source by asset class
• Provides daily direct connectivity to internal and external asset managers, futures brokers, hedge fund managers, prime brokers, and custodians, real estate and private equity;

Centralized Data Warehouse

• Comprehensively standardizes and consolidates U.S. and International exchange-traded futures and options, OTC foreign exchange and swaps, U.S. and International fixed income securities, and U.S. and International equities;
• Standardized data environment to enrich portfolio data with characteristic or pricing information

Presentation & Integration

• Seamless integration with any application to drive incremental value
• Access to data and reports through a customized web-based interface
• Customized reports to supplement existing deficiencies in existing applications or processes

Service Benefits

• Improve the performance of your people, expedite your processes and integrate your technology
• Expand the roles and responsibilities of existing resources by eliminating non-value added tasks
• Streamline data aggregation and consolidation to support internal applications and/or reporting processes
• Combine and leverage existing technology with future systems to drive incremental value
• Avoid costly and long implementation timelines for new systems

To learn more about Insignis Portfolio Intelligence for plan sponsors, click here.

To learn more about Insignis Portfolio Intelligence for pension consultants, click here.

For more information: info@insignis.com