Investment Book of Record (IBOR) – A Comprehensive Guide
A comprehensive guide to IBOR
The term Investment Book of Record (IBOR) was popularised a decade ago. In 2014, a consortium of Asset Managers published a Global IBOR Standard. At the time, no available solutions could fulfil the entire standard although some existing Investment Management Systems and Front-to-Back systems were half way there.
The Standard remains just as relevant today and a few solutions have emerged that cover most of the requirements in the Global IBOR Standard. These solutions have been in production with early adopters for a couple of years and are now being adopted by more and more Asset Managers. But what benefits do they provide? Are there downsides? How do the different Investment Book of Record systems differ?
To answer these questions, we're creating a series of articles. It's a a comprehensive and hands-on guide to Investment Book of Records. The article series is co-authored with Kristoffer Fürst, CEO of Limina, and Doctor Ian Hunt, an independent consultant and IBOR expert. Ian was also the principal author of the Global IBOR Standard.
Stay up-to-date with our IBOR article series by completing the form and be the first to know when a new article is released.
Investment Book of Record (IBOR) articles released so far
1. Investment Book of Record Definition, Capabilities & Types
Our article provides a comprehensive Investment Book of Record definition and unpacks the benefits and outline the three different types of IBORs in investment management.
2. Front-to-Back-Office Platform vs Investment Book of Record
Understanding the difference between a front-to-back-office platform and an Investment Book of Record is crucial for asset managers to make the most informed investment decisions.
3. 5 Business Problems Solved by Investment Books of Record
An Investment Book of Record can provide many benefits for an Asset Manager. We explore 5 business problem that a well-designed IBOR can solve, categorised in two areas.
4. Limina's IBOR compared to the Investment Book of Record Global Standard
Our article provides a comprehensive review of what the Investment Book of Record Global Standard is as well as detailing how the Limina IBOR compares.