Case Study - Investment Advisor within a Property & Casualty Insurance Company
An investment advisor within a leading property and casualty insurance company engaged IFST Professionals to assist with the implementation of a performance measurement system. Specifically, IFST was responsible for establishing system configuration within PAM for Securities and developing the accompanying new business processes to support maintenance of trade date cash. This, coupled with data scrubbing in PAM, enabled the interface of clean and accurate data to Eagle PACE Performance for performance measurement.
Why IFST Professionals?
Easy. Tons of experience with PAM for Securities and performance measurement. Most importantly, we understand that performance measurement calculations are only as good as the source data, and we appreciate how difficult it can be to keep the data accurate. With this in mind, we helped the client develop robust, reliable processes to ensure high quality source data.