Screening Function as an Added Layer and a Buffer on the Journey to Attain Highest Quality of Portfolio Information.

Abstract:

Efficient Portfolio Management entails dynamic monitoring of multi-faceted portfolio information and datasets, supporting analysis of fundamental characteristics of investments and investment trends and a base platform for credit analysis. Due to increasing sophistication of the accounting and reporting systems and tools, adding new layers of reporting, and multiple ways of presenting the same information, it is a challenge to ensure the information quality of the portfolio reports, especially when compliance and regulatory requirements are becoming significantly more extensive. Screening function is a response to this new reality, and paves a way to address key inconsistencies in the data, financial and credit information and related investment assessments, benchmarking and monitor and detect performance trends. The screening process makes portfolio quality monitoring more efficient and adds to the timeliness of response when portfolio events are triggered. This presentation outlines IFC experience implementing the screening process and the screening function, and provides insights on how the screening function can be set up in various organizational structures.

Category: Oral Presentation
Time: Wednesday, October 31, 2012 - 09:00 to 10:30

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