Pension fund investment management

And operating with an inefficient investment management platform isn’t making it any easier

You’re not just investing money, you’re investing the security and livelihood of people central to your community. To help your plan members retire with security and dignity after a lifetime of public service, you need simple and cost-efficient tools for using complex investment vehicles. But as the aging member population grows and the global economy slows, how do you strike the balance between risk, return and impact?

Operating with constrained internal systems and limited resources isn’t making it any easier. Don’t let manual processes and legacy technology take your focus away from protecting the future of your plan members. With the latest technologies and cloud, you have more operating model choices today to help you achieve the highest risk-adjusted returns at a reasonable cost. Choosing the right operating model – and the right business partner – is vital for overcoming your challenges and securing the retirement your members deserve.

Special insights report

Three considerations for Pension plans in times of market volatility

Produced in collaboration with Institutional Investor, this report explores today’s top pension trends.

1. The top data management challenges facing pension funds today
2. Common issues for ESG and private market investments
3. Implications of insourcing vs outsourcing

Download report

Driving returns from complex asset classes doesn’t have to be complex

In the last decade it’s gotten harder to find rewards in traditional investments. This has led to an explosion of complex asset classes that require more overhead and oversight. But fulfilling your duty to people who spent a lifetime serving their communities doesn’t have to be complex for you. You can reduce business process tangle and operational risk by using a lean system landscape that includes both public and private investments in one place.

Are you dealing with a spaghetti IT infrastructure with multiple integration points and data breaks throughout the investment value chain?
Do you make investment decisions based on incomplete and outdated positions and cash data?
Are your teams spending more time getting your investment and accounting data in order, than analyzing the data?

When your mission is something as important as protecting the future of public servants, it’s critical that you use the right tools. Explore how we can help you with portfolio management & trading and performance & risk management while ensuring you have access to real-time position keeping with IBOR, comprehensive investment operations services, and an open partner ecosystem – all enabling positive outcomes for your investment needs.

Given our fiduciary responsibility to our members, we have always sought to ensure that our operations are conducted to maximize efficiency and effectiveness. SimCorp Dimension enables us to do just that. Since going live, we’ve been able to automate many of the investment processes with increased STP rates. This has freed up many of our team members from performing a range of manual tasks.

David Adams
Assistant CFO and Head of Investment Accounting, The Retirement Systems of Alabama (RSA)

How we bring value to your role

Does your organization have a global view of your positions and regulatory compliance?

Today, firms must function as unified organizations with a single view of operations and be able to react to market changes quickly. The key to realizing this is real time cash and positions data.

Improve investment decision-making with real-time positions data

With an Investment Book of Record (IBOR) you can access accurate, real-time data that is updated continuously for market and investment events. This will allow you to make more informed investment decisions and reduce the time you spend on managing imperfect data. More time managing your portfolio. Less time managing your data. The best of both worlds.

Increased regulatory demands make it more important than ever to know your exposure throughout the day

Transparency is crucial, but traditional systems fail to deliver positions in a timely manner and rarely include adjustments resulting from corporate actions and cash flows. This can lead to unnecessary risks, imprecise forecasts and makes it impossible to make immediate interventions when needed.

A holistic view of your investment operations

With SimCorp's Investment Operations and Accounting services you get a single, near real-time consolidated, matched, settled, reconciled and complete book of record across all market sources and asset classes. This takes the pain out of operations and investment accounting, giving you back valuable time to focus on what really matters to your organization – insight and analytics.

Our Services

Investment Accounting

Investment Operations

SimCorp for Pension Plans

Why Partner with Us?

We make it easier to consume technology

Ability to consolidate multiple platforms and asset classes into a single, cost-efficient platform
Standardized business services for accounting, performance and operations to simplify your workflows
Flexibility to integrate with other vendors and fintech providers to fast-track innovation

Data is our core focus

End-to-end solution based on a single source of truth for internally and externally sourced data sets
Fast access to reliable, quality data through a centralized platform
Investment and data transparency with best-in-class exposure monitoring, reconciliation, cash/liquidity management, native market providers and infrastructure for data, trade processing, settlement, reconciliation, risk, collateral management and high-level reporting

We’re the tech backbone of investment management

Trusted by a large community of asset owner clients with international best practices and standards that help reduce costs and time-to-value
A successful implementation record by highly qualified in-house staff
A strategic partner serving 40% of the top 100 investment managers worldwide