Cape Town, South Africa – March 2018:  An independent owner-operated investment firm has gained full oversight of its data, with Infovest’s Investment Data Management solution.

The investment firm, dedicated exclusively to fund management and managing R100bn across a range of equity, multi-asset and fixed income portfolios, elected to outsource its fund administration. To add oversight and additional governance and control over its investment data, the investment firm selected Infostore as their Investment Data Management repository and reporting platform.

The initial implementation, concluded in a rapid six-week roll-out, focussed on the integration of ASISA standard reporting format data files from the investment firm’s fund administrator. They went live with Infostore in February 2018 and immediately benefited from additional access, control and visibility of their fund accounting data.

“While the central administrator did offer control and visibility, the investment firm sought an additional layer of reporting assurance and flexibility. Infostor supports their data governance protocols and provides a foundation for future phases to incorporate additional information and to provide them with additional data visibility across a consolidated, multi-source data set,” says Infovest Consulting CEO Craig Arenhold.

About Infovest

Infovest Consulting (Pty) Ltd is part of the StatPro Group of Companies, and is a leading provider of investment data management, compliance, regulatory and client reporting solutions.

Our suite of products encompasses post trade compliance, Investment Data Management, client reporting, and regulatory reporting solutions for today’s investment companies. Infovest aims to reduce the cost of systems ownership and complexity with a flexible data management framework and a tried and tested methodology, all backed by an agile and experienced team of professional consultants. With offices in Boston, Cape Town and London, Infovest helps their clients meet their continually evolving requirements.