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Managing Investment Portfolios Through a Challenging Regulatory and Market Environment

Insurance Company

Expectations on insurers continue to rise and include compliance with FATCA and Dodd Frank, clear financial reporting, and the deployment of modern policy administration and documentation systems.  

Our support is focused on helping insurers optimize their investment portfolio in a low yield environment by providing low cost middle and back office support, assisting with document administration and entry, and performing remediation projects such as account holder due diligence to ensure compliance with FATCA. We also manage security masters and provide reporting to meet internal operational control and performance reporting requirements.