ISO 9001:2022 / 27001 : 2022

IBN offers sustainable Document management services into Research Management System

Client is a family holding company with investment interests spanning real estate, public markets, hedge funds and private equity. Client is using Code Red (RMS) application for storing and documenting all the Fund Reports, DDQs, Presentation etc. as per the File categorization to easy the access of reports and documents in near future for their internal team and updation of exposures & top holding data for their research activities.

Client was not able to upload the files in RMS in a timely fashion and Updated information was not available to investment analysts for Risk & research analysis.

Proposed Solution

IBN solution to client:

IBN provided dedicated resource to client from its global delivery center. The resources will be working

Processing of all existing and new email items and saved through Code Red ( Research Management System) as per file categorization.

Half yearly updation of exposure & top holding data accessing reports from Research Management System.

Results

By utilizing IBN Middle &  Back Office services:

Client’s investment analyst team were able to access fund managers & administrators reports easily located centrally through research management system (Code Red).

Analyst team was able to utilize ready to use data for their research activities.

More Focused on core research activities.

Benefits

The services delivered by IBN resulted in the following way:

Easy access of reports located centrally on RMS

Cost effective

Ready to use exposure & top holding data for analyst team

Time saving resulting in focus on core activities.