Establishing Investment Accounting and Reporting Best Practices

More than ever, accounting and finance professionals operate within a very complex world. Accounting rules change. Markets swing. Prices move. Credit ratings shift overnight. Auditors scrutinise. At the same time, Boards must be briefed and they expect all portfolio data to be accurate – at their convenience. With growing investment balances across the industry, it’s imperative that the relevant stakeholders have access to automated, consolidated investment information that is actionable and timely in order to react to market moves, senior management questions, accounting rules, auditor inquiries, and to make intelligent investment decisions.