Investment Management Consulting Specialists
Investment Management Consulting Specialists
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.
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
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