Bridging Insurance and Asset Management: Solving Enterprise Data Challenges in a Complex Ecosystem

Whitepaper

Insurance and asset management are converging, but data architectures have not kept pace. As insurers expand into private assets, structured products, and in-house asset management models, investment, actuarial, ALM, and regulatory teams are increasingly reliant on shared data that was never designed to operate as a unified enterprise foundation. Fragmented systems, inconsistent definitions, and manual reconciliation slow decision-making, increase risk, and undermine confidence across the organization.

This whitepaper, developed in collaboration with Alpha Financial Markets Consulting, explores how insurers can modernize their data architecture to support complex, multi-asset portfolios while meeting stringent regulatory and ALM requirements. In this whitepaper, you will learn:

  • Why insurers face fundamentally different data challenges than traditional asset managers
  • How siloed data across investments, ALM, actuarial, risk, and compliance creates enterprise-wide risk
  • The operational and regulatory impacts of poor data governance, lineage, and transparency
  • How enterprise data management platforms unify data, strengthen auditability, and improve decision confidence
  • Practical examples of how insurers can move from reactive reconciliation to proactive, governed data workflows

As insurers take on greater complexity, data must be treated as a strategic enterprise asset, not a byproduct of operations. Firms that centralize data management and establish strong governance will be better positioned to improve capital efficiency, respond to regulators with confidence, and enable more informed investment and ALM decisions.

Download the whitepaper today and learn how insurers can bridge asset management and enterprise data challenges at scale.