Home » Case Studies » Silverfinch connects asset managers and insurers through a fund data utility in a secured and controlled environment to meet the requirements of Solvency II
Silverfinch connects asset managers and insurers through a fund data utility in a secured and controlled environment to meet the requirements of Solvency II
Country: UK Year: 2014
Solvency II is a regulation for insurers that requires asset managers to share their most valuable asset their proprietary portfolio data with insurer clients.
Silverfinch is a secure fund data utility that allows insurers to comply with Solvency II regulation, and enables asset managers to manage and carry out requested look-through and respond to their insurance company investors in a timely and controlled fashion.
Silverfinch was launched in Jan 2014 by the Moneymart Group, which is a provider of data management solutions to the fund management industry, to help insurers comply with Solvency II regulation, which came into effect on 1st January 2016.
Asset manager retains full control of permissioning
Protects intellectual property for compliance
Simple and cost efficient model: saves time and money in standardization
Business development can capitalize on delivering value to clients
How to use
Step 1 – Insurers upload their target list of funds for look through
Automated matching of targets to listed funds
Requests for access issued automatically
Dashboard with status of access rights
Step 2 – Request is reviewed and access is granted by the asset manager
Purpose built permission management workflows
Simple management of look through requests in real time
Full audit trail of access rights
Step 3 – Insurers configure and run the look through report
Simple and quick configuration
Inputs: report name, funds in scope (selected from target list) and data effective date
Instant download in pipe delimited csv or XML format
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