Our client embarked on an initiative to generate monthly performance attribution reports for internally managed Investment Linked Products (ILPs) managed across APAC. Previously, reports were generated for a very limited number of ILPs due to lack of the team’s bandwidth and insufficient benchmark data. The reports need to be generated out of Bloomberg PORT+ (then Barclays Point (“Point”)) which then sourced the required information from various internal applications and external vendors.
We helped with a robust and scalable target support model that generated monthly reports for internally managed ILPs. The scope of services also includes the maintenance of portfolio, benchmark and other data required for report generation.
