Transforming Pension Fund Investment Operations Through Digital Innovation
We work pension funds to navigate the complexities of modern investment management by delivering technology-driven transformation strategies. As a specialized investment management technology consultancy, we help pension funds modernize their operating models, data ecosystems, and investment decision workflows to enhance efficiency, governance, and risk-adjusted performance.
In an environment where pension funds face increasing regulatory scrutiny, market volatility, and rising operational costs, a scalable, data-driven investment platform is no longer optional—it’s a competitive necessity. FINARCH partners with pension funds to drive digital transformation across front-, middle-, and back-office functions, enabling seamless integration of public and private assets.
Reimagining Investment Management for Pension Funds
Many pension funds struggle with legacy systems, fragmented workflows, and disjointed investment data, creating significant inefficiencies and risks. Through our expertise we help pension funds build the digital capabilities they need to thrive.
KEY CHALLENGES FACED BY PENSION FUNDS
- Limited visibility into investment positions and exposures, impacting strategic decision-making.
- Manual, redundant workflows requiring multiple reconciliation points, leading to inefficiencies.
- Siloed investment data across internal teams and external asset managers, making it difficult to maintain a consolidated portfolio view.
- Regulatory and stakeholder demands for enhanced transparency, requiring more robust reporting and governance frameworks.
FINARCH'S APPROACH
Integrated Investment Architecture
We design and implement a technology ecosystem that provides a real-time view of positions, exposures, and cash balances across all portfolios, enhancing decision-making agility.
Operational Efficiency & Automation
By eliminating reliance on manual reconciliation and redundant processes, we introduce automation and exception-based workflows, reducing operational risks and freeing teams to focus on higher-value activities.
Enhanced Governance & Stakeholder Reporting
We enable pension funds to aggregate internal and external manager data, creating a single source of truth that improves oversight, compliance, and transparency.
Investment Book of Record (IBOR) Implementation
A real-time IBOR framework provides an accurate, up-to-date view of cash and positions, ensuring better liquidity and risk management.
Outcome: A modern, integrated investment management platform that supports scalability, enhances risk oversight, and optimizes portfolio performance.
Bridging Public & Private Market Investments with a Unified Data Strategy
With pension funds increasingly allocating capital to alternative assets, the ability to seamlessly manage both public and private investments is critical. However, many institutions lack the data infrastructure and integration capabilities needed to achieve a holistic portfolio view.
KEY CHALLENGES
- Fragmented data sources and inconsistent reporting standards across asset classes.
- Limited transparency into private market exposures, making risk-adjusted allocation decisions difficult.
- High operational burden associated with manual data aggregation and reconciliation.
FINARCH'S SOLUTION
A Centralized Investment Data Framework
We establish a common data language across all investment functions—ensuring data consistency and interoperability across public and private assets.
Advanced Risk & Performance Analytics
We help pension funds gain deeper insights into portfolio exposures, risk drivers, and performance attribution—enhancing strategic asset allocation and reporting.
Integration with Custodians & Asset Servicers
By streamlining data sourcing from custodians and general partners, we ensure accurate, real-time visibility across the entire investment portfolio.
Automated Workflows for Operational Scale
We reduce the administrative burden by implementing technology-led managed services, freeing investment teams to focus on strategic decision-making.
Outcome: Pension funds gain a unified, transparent, and technology-enabled investment framework, allowing them to respond to market shifts and optimize portfolio performance with confidence.
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Experts
Edward Wong, CFA
Partner
Salomon Gagne, LL.M.
Partner
