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.
5. How an Investment Book of Record Enhances Trade Lifecycle Management
Find out how an IBOR considers all lifecycle stages of all transaction types when building position views for both front, middle and back-office use cases.
6. How an Investment Book of Record Enables a Better Portfolio View
In this article, we consider the second key parameter of transactions (and positions) in the context of an IBOR: time. Specifically, how a live extract IBOR can achieve enhanced portfolio views.
7. Batch-Based Data Processing vs. Real-Time Event-Driven Data Processing
Are batch-based systems causing you headaches in the Front Office? We look at the challenges batch-based systems create for Asset Managers, particularly in the Front Office, and explore alternative approaches.
8. Best-of-Breed Investment Management Systems
Discover the evolution of investment management's best-of-breed systems, weighing their benefits and limitations. Before exploring the emergence of integrated solutions and glimpsing into potential future developments.
9. IBOR, ABOR, PBOR and CBOR; Differences between these Books of Record
Discover why there are so many different Books of Record (BOR) in Asset Management and the differences between Investment Book of Record (IBOR), Accounting Book of Record (ABOR), Performance Book of Record (PBOR) and Custody Book of Record (CBOR).
