How we support Insurance Asset Management teams
With a holistic suite of services that span the breadth of back-office, middle-office and portfolio management for all classes of assets, our solutions leverage standard and bespoke reporting dashboards that provide full transparency, delivered through secure data environments, while reducing costs.
Portfolio monitoring
Consolidated Investment reporting
Portfolio Monitoring powered by IQ-EQ Cosmos
Reporting
ESG reporting
US Tax reporting services and Tax Compliance (FATCA/CRS)
Specialist Reporting (ILPA, ANREV & INREV) Solvency II / TPT reporting
Accounting and administration
Reviews and verifications on carry models and management fees paid/owed
Accounting
Outsourced CFO Services
Loan Administration
Co-investment Services
Co-Sec Services (including Directorships & Trusteeships etc)
Compliance Services (including MaxComply)
Payments and treasury management
SPV and Fund administration
Data Services
This document is provided for information purposes only and does not constitute legal, tax, investment, regulatory, accounting or other professional advice. For more information on the legal and regulatory status of IQ-EQ companies please visit www.iqeq.com/legal-and-compliance.