Operational challenges with complex assets: Navigating technology solutions for diversified institutional investment portfolios

Scott Kurland
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Scott Kurland: SS&C Technologies, USA

Journal of Securities Operations & Custody, 2023, vol. 16, issue 1, 45-56

Abstract: In recent years, institutional investors have begun diversifying into asset classes previously deemed too complex or high-risk to suit their objectives. While these investments may hold the potential for exceptional returns, they also pose significant challenges from an operations and accounting perspective due to their bespoke nature. This paper explores the diversification trend and investment categories that are attracting attention (and capital) from institutions. It outlines the key operational issues these investments raise, as well as some strategies that can help investors overcome those issues and optimise the benefits of diversification.

Keywords: insurance investment accounting; insurance investment outsourcing; insurance investment operations; institutional investing; private markets; private credit; private debt; commercial real estate debt funds; Schedule BA investments; enterprise risk management (search for similar items in EconPapers)
JEL-codes: E5 G2 K22 (search for similar items in EconPapers)
Date: 2023
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Persistent link: https://EconPapers.repec.org/RePEc:aza:jsoc00:y:2023:v:16:i:1:p:45-56

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