Selling the Vision of IBOR

david-renn-citisoft
David Renn, head of data management, Citisoft

In my experience it tends to be larger buy-side firms that are talking the most about IBOR, especially those with global offices or multiple investment accounting systems. Yet there remains much confusion about what an IBOR platform really is and is not.

A Simple Definition
The acronym IBOR, or ‘Investment Book of Record', is a set of position and transaction data used to support portfolio management, trading and other key investment processes. That sounds simple enough, but the term belies a

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