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Why FINBOURNE for asset owners?

Transform from a series of siloed systems and data to an interconnected network. Create a seamless experience between internal and external portfolio managers.

Model across total portfolios.
Achieve a whole of fund view. 

Look across all internal and external managers, drill down into all portfolios.

Single multi-asset rebalancing service

Take control of financial statements. 
Optimise liquidity. 

Flexible reporting outputs for all consumers

FINBOURNE’s solution for asset owners

Finbourne platform:
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Partners and
integration
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Data management &
end user functionality
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Read/Write, real time
data connections
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How FINBOURNE supports the asset owner workflow

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FINBOURNE solution

Data integration

Use cases

  • Move to a single public and private EDM.​
  • Ability to have all data in the same place while keeping different data models.
  • Enable all teams to have the same version of the truth.​
  • Speed of getting aligned data for investment, risk, compliance, 50–75% faster.​
  • Build a whole of fund IBOR to know total exposure and risk including full look-through and hierarchy to replicate all levels of investment.​
  • Real-time view of book during liquidity event enables optimised decision making.​
  • Power algorithm-driven calculations vs models to manage allocation and overlay portfolios.​
  • Speed to consolidate exposure and risk data across all levels, 70–90% time savings.​
  • More efficient data aggregation, pulling in P&L, valuation and exposure data.​
  • See data across/down n-level data hierarchies and waterfalls.​
  • Accelerate daily VaR calculation processes.
  • Integrated with data science toolkits for better historical tracking analysis/trend identification.
  • Reduced manual steps in data extraction and cleansing, 60–80% reduction.​
  • Centralise large volumes of risk data from multiple sources into a unified database.​
  • Manage growing data complexity and volume without limiting intake or decision-making capabilities.​
  • Replace fragmented data silos with a single source of truth to ensure consistent, reliable reporting across teams.
  • Reduction in discrepancies and conflicting reports, 60–85% improvement.​
  • Automate ingestion and preparation of daily data points, drastically reducing manual intervention.
  • Streamline daily risk reporting workflows to save time and accelerate decision-making.​
  • Enable dynamic, hierarchical data modeling for flexible calculations and multidimensional analysis.​
  • Reduction in manual steps for daily data intake and preparation, 70–90% reduction.​
  • Use advanced data virtualization to seamlessly merge risk data with internal and third-party systems.
  • Deliver insights through customisable outputs—from spreadsheets to interactive dashboards.​
  • Leverage cloud-based, API-first architecture for fast onboarding of new data sources and smooth integration with existing platforms.​
  • Improved ability to handle growing data volume and complexity, 50–100% scalability improvement.​

Case studies

The Data foundation for growth