The Challenge
Our client is a major global insurance solutions provider present in more than 100 countries around the world, that for its strong growing Italian business, was looking for a solution to address weaknesses in their current Unit Linked (UL) model portfolios management process.
A solution was required that would easily help portfolio managers by supporting the building process of model portfolios, with a “risk-budget” approach.
Key strategic priorities included:
- Integrity and discipline of the model portfolios generation process
- Efficiency, scalability and flexibility
- Internal and external audit support and product monitoring activity
- Focus on risk measures
- Cloud based solution, with the highest security level
