What is Investment Data Intelligence (IDI)? 

Investment Data Intelligence (IDI) focuses on the exploitation of investment data to support agile, flexible and data-driven investment management businesses.

The IDI approach goes beyond traditional systems that rely on rules, and basic data storage and retrieval. It preserves full flexibility across the investment data universe sitting between managers' Books of Record and their Systems of Engagement.

IDI focuses on the aggregation, analysis, visualisation and sharing of investment data to deliver actionable intelligence, develop deep client relationships and build operating models using best-in-class 3rd party technologies.

Data Aggregation

The IDI approach aggregates investment data from multiple Books of Record (including custodians, alternative asset managers, internal systems and market-data providers) across all asset classes, to create an Independent Investment Book of Record (IBOR). 

Benefit: This provides a single, accurate, and secure source of proprietary investment data covering all client portfolios and assets, eliminating silos and ensuring data consistency. 

Data Analysis

By maintaining a flexible data approach and utilising sophisticated analytical tools, data held in the IBOR is transformed into actionable intelligence for users across the business.

Benefit: This enables portfolio and relationship managers, the C-suite, Ops and finance teams and others to conduct deep analysis, assess risks, optimize portfolio performance, answer client questions and drive business decision-making. 

Intuitive Data Experiences

Analysed data is presented to users via a variety of experiences designed to 'surface' the value of the data suit individual needs. This might be via system dashboards, extracted reports, AI NLP interfaces and via 3rd party applications.   

Benefit: This delivers and unlocks the value of data to as many potential users as possible in the business; enabling quick, informed decision-making across the organisation. 

Seamless Data Sharing

IDI platforms work seamlessly with existing technology solutions, such as CRM, accounting platforms, digital apps and portals and other operational systems. 

Benefit: Users can build the customised, modular operating platform needed to suit requirements now and adjust them as required in the future, using 3rd party best-in-class tech solutions. All powered by the same reliable and automated data foundation.

Data-first

IDI prioritises data. It delivers the foundation from which to make intelligence-led decisions, engage clients and unlock the opportunities new tech such as AI can deliver.

Enhanced Decision-Making

With IDI, investment managers have access to accurate, timely, and comprehensive data that supports informed decision-making.

Operational Efficiency

Automation of routine tasks and streamlined data processes reduce operational risks and free up valuable resources. 

Scalability

IDI solutions are designed to grow with your business, accommodating increasing data volumes and evolving business needs. 

Client Engagement

High-quality, real-time data and insights enhance client reporting and engagement, leading to improved client satisfaction and retention. 

Competitive Advantage

Firms leveraging IDI are better positioned to navigate the complexities of the investment landscape, ensuring they stay ahead of the competition. 

Solutions

by Company Type

by Use Case