International Insurer Fund Performance Measurement Case Study

This case study details the collaboration between a multinational insurance company and SS&C to enhance fund performance measurement and reporting. The firm faced challenges due to disparate systems acquired over the years, which complicated investment performance reporting and compliance with U.S. Securities & Exchange Commission regulations and GIPS standards. The solution involved implementing SS&C Sylvan for performance calculations and SS&C Vision FI for reporting, along with managed services for data management. The integration of these systems provided a standardized solution for performance teams across various regions, allowing for customized calculations, composite management, and flexible report development. The implementation streamlined operations, improved user experience, and ensured compliance with regulatory requirements. The SS&C team also managed data reconciliation and system performance, enabling the client to focus on investment analysis. Overall, the partnership resulted in a cohesive approach to performance measurement and reporting across the organization.