Investment Transformation

Investment Function Transformation

Investment Transformation is critical to Life Insurance Transformation. Investments both protect the carriers assets and meet obligations to policy holders. LIT consultants provide assistance in each major investment area:

  • Front Office: improve execution / trading; order management; and portfolio management.
  • Middle Office: boost investment risk management; post grade compliance; Investment Book of Record (IBOR);
    Cash Management; Reconciliation; and data analytics.
  • Back Office: streamline the Accounting Book of Record (ABOR); Client Administration; and Fund Administration.


How we can help:

Data Architecture

Create and execute a transformational data strategy.

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Master Investment Data

Improve or build the Security Master.

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Investment Data Mart

We help them understand their current skills and leadership.

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Workflow Automation

Improve productivity by streamlining investment processes.

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Books of Record

Build or enhance IBOR and ABOR..

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AI and ML

Leverage Artificial Intelligence and Machine Learning.

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