TEP Holdings, LLC
TEP Holdings, LLC
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TEP HOLDINGS

TEP HOLDINGSTEP HOLDINGSTEP HOLDINGS

Investment Management Consulting Specialists

Contact us

TEP HOLDINGS

TEP HOLDINGSTEP HOLDINGSTEP HOLDINGS

Investment Management Consulting Specialists

Contact us

ABOUT US

Founded in 2013, TEP Holdings is a niche business and technical services provider. We specialize in the investment management disciplines within insurance companies, asset managers, and financial institutions.


TEP Holdings brings decades of expertise in General and Separate Account operations, including the inter-dependencies with investment accounting functions. We fill the gap between Investment and Controllers subject matter experts and enterprise technologists to achieve efficient outcomes to complex challenges. 


Our team prides itself in assisting clients through their strategic initiatives to optimize and scale operations, delivering the business agility necessary to thrive in today’s evolving regulatory and reporting landscape.

Our team includes professionals in a wide breadth of functional disciplines:

Investment and Accounting Operations

Investment Management Operations, 

Asset Accounting Policy

Securities Master Data Management

Trade and Portfolio Allocations

Asset Accounting (GAAP, STAT, Tax)

Statutory Reporting

IBOR, ABOR, 

Sub-ledger to General Ledger integration

Reconciliation

Analytics and Reporting

Portfolio credit risk analysis and modelling, 

Portfolio exposure analysis and modelling, 

Asset look-through data solutions

ESG reporting data solutions 

CONTACT US

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