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IBOR Benchmarking Study Now Open

May 16, 2017

CutterBenchmarking's IBOR survey is now open.

Historically, there has been a diverse range of opinions and interpretations of what constitutes IBOR requirements within the industry, and although opinions are converging this benchmark survey takes an agnostic and inclusive view of what IBOR might mean to firms in terms of their current and future needs.

While the role of IBOR is to support the Investment Management decision making process, the exact nature of a firm's IBOR requirements will vary as their investment strategies, processes, and operating models shape the timeliness, granularity, and breadth of data these processes require.

 

Cutter's definition of IBOR, used for the purposes of this capability model:

An IBOR delivers the current best available view of investment data suitable for investment decision-making, incorporating:

Current status and forward projections of:

  • Portfolio investment holdings, with a breakdown of transactions and security lifecycle events and their status
  • Cash positions and breakdown of transactions and status
 

Reference data and derived analytics required to support the investment decision-making process

 

The users of IBOR information are decision-makers:

  • Primarily portfolio managers making investment decisions
  • Secondarily risk managers, compliance officers, and other managers
 
 

Please contact us if you would like to take part or would like more information.

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