Service Overview: Plan Sponsor

Insignis Portfolio Intelligence is an information management service that provides plan sponsors and fiduciaries with timely, comprehensive and secure portfolio information to optimize daily investment management activities and overall fund management. Insignis Portfolio Intelligence is a hosted investment data management service that:

• Provides direct connectivity to internal and external asset managers, futures brokers, hedge fund managers, prime brokers, and custodians;
• 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, U.S. and International equities, private equity and real estate;
• Has flexibility in delivery and presentation enabling proactive portfolio rebalancing and/or restructuring activities to optimize daily portfolio management.

Insignis Portfolio Intelligence supports portfolio managers in operations, investment strategies and overall fund governance.

To learn more about the specific features of Insignis Portfolio Intelligence for plan sponsors, click here.

For more information please contact Insignis at 312.368.3630 or email us at: info@insignis.com