Search Results for: data

“A journey of a thousand miles begins with a single step…but it helps if it’s bold and in the right direction!” The insurance industry is at an inflection point – the digital challenge and changing needs of a younger generation mean that insurers need to adapt quickly to the demands of tomorrow’s customers or risk […]

“Does the drive to collateralise more bulk annuity transactions lead to suboptimal outcomes for customers, pension trustees and insurers?” Bulk purchase annuity (“BPA”) business has grown significantly in the last 5 years, driven recently by pension reforms enacted in 2014 that had a significant impact on the individual annuity market.  Recent market data shows that […]

Context The ability for an organisation to be successful in the Bulk Annuities market is dependent on its ability to price it’s offerings competitively.  Effective pricing is enabled by having an ability to invest in alternative assets that have cash flow profiles suitable for matching adjustment eligibility whilst delivering higher yields than could be obtained […]

Context Banks deemed systemically important to the financial system are required to produce and maintain recovery and resolution plans*. These set out the arrangements in place to ensure their ability to recover from short-term stresses, in the event of a material deterioration in their financial situation. Plans must include recovery options that cater for a […]

The challenge A leading financial institution needed a tax strategy and road map – looking at technology support and operations across the finance area – to improve workflows. This required the support of a new team and a great deal of organisational changes The solution First, pain points had to be identified by interviewing candidates […]

The challenge With 32 entities active globally in proprietary trading, a single repository of positions providing an aggregate daily view of market risk was needed to ensure compliance with prescribed capital ratios. The solution An inventory of asset classes and risk measurement algorithms was developed. A data architecture for the aggregation hub was designed to […]