Establishing Investment Accounting and Reporting Best Practices
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Overview: The complexity and uncertainty of today's financial markets have put tremendous pressure on the teams responsible for managing investment portfolios and the functions associated with them. At the same time, Boards must be briefed and they expect all portfolio data to be accurate - at their convenience. With growing investment balances across the industry, it's imperative that the relevant stakeholders have access to automated, consolidated investment information that is actionable and timely.
"The operations platform needs to be flexible enough to absorb change seamlessly, add managers, add asset classes, and integrate with an acquired company." Bret Myers | Assistant Treasurer and Head of Investments | Group Health Cooperative
This white paper outlines 4 imperatives that accounting and finance professionals should adopt in order to have a consolidated, transparent view of their investment portfolio. By following a best practices framework, accounting and finance professionals are free to focus on more strategic initiatives that can greatly improve their collective ability to stay ahead of any potential threat to the portfolio.