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SunGard Insurance BI Tool Adds Investment Performance Capabilities

Staff Writer | December 12, 2014

SunGard has released the performance component of its iWorks Investments business intelligence dashboard solution, a cloud-based and mobile-enabled BI tool that gives insurers’ chief investment officers and chief financial officers the ability to transform raw financial data into actionable insights and timely analysis for investments, risk and compliance.

iWorks Investments’ performance dashboard helps insurance executives gain immediate visibility into the performance of their investment portfolios. It provides access and drill-down into risk, accounting and compliance dashboards, helping managers monitor returns by benchmark, asset class and portfolio manager as well as generate real-time reports.

“Insurers are responding to the complexity and volatility of today’s investment environment by deploying a new class of business intelligence tools that help increase their ability to reduce risk and increase returns,” says CEB TowerGroup research director Sam Stuckal.

“SunGard’s iWorks Investments BI dashboards are part of our overall strategy to deliver BI and analytics to more of SunGard’s insurance solutions,” says John Vercellino, vice president, product management, SunGard's insurance business. “This newest dashboard helps executives know immediately how well their investment strategy is performing, and make more informed decisions as a result. It automates data capture and analysis, eliminating the need to spend days or weeks pulling together disparate information and reliance on spreadsheets.”  

In addition to the investment performance component, iWorks Investments dashboards include components for accounting, which provide invested assets, income streams, and projected cash flows; for compliance, which provide views of NAIC guidelines, state regulations, and company investment policy guidelines; and for investment risk, which provides insurers with the opportunity to more readily adjust their risk exposure.

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