News & Events

September 16, 2020

Webinar "Machine Learning for Investment Data Management" on Thursday 17 September 10:10am at the ALFI Rentrée

Join us tomorrow at the ALFI Rentrée for an interesting webinar about "Machine Learning for Investment Data Management".

Our experts Thomas Ohlsen and Ismail Demir will present three use cases to show how machine learning can support human work and help to overcome resource bottlenecks.
 
The basis of a sound planning and analysis of investment decisions is the collection and assurance of high-quality data. This requires comprehensive quality assurance processes. Their complexity increases with the complexity of the data to be checked. Purely automated processes quickly reach their limits, and tests can only be performed by highly qualified employees. Thus binding important resources, and capacities that are often needed for other topics.

> More information and to register to this event.

May 11, 2020

Allianz publishes its Sustainability Report 2019

Allianz focuses on its commitment to long-term climate protection – both through its business activi-ties as an insurer and investor and its corporate operations. Like in previous years, the report gives an overview of a wide array of topics from how Allianz manages ESG risks and opportunities in its business, offers sustainable solutions, protects its customers, develops its people and engages in the community.

In this year’s report, Allianz discloses for the first time the carbon footprint of its proprietary listed equity portfolio. IDS is proud to have been part of this project by contributing to the portfolio carbon footprint analytics for the climate-related financial disclosure. The associated metrics can be found in section 05.6 METRICS AND TARGETS of the report and are based on the recommendations devel-oped by the G20 Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD).

> To find out more, read the Allianz Group Sustainability Report 2019

March 31, 2020

The new Solvency II Tripartite Template (TPT v5.0) goes live today

Insider advice: Start with the production of v4.0 first, followed by the production of v5.0. Here is why:

The parallel phase for the production of TPT versions 4.0 and 5.0 begins on 31 March 2020. Since the implementation status will not be the same for all customers, IDS has chosen the following procedure:

  • First, TPT v4.0 will be produced as usual and distributed via the established delivery processes. This is intended to support customers in meeting delivery deadlines vis-à-vis investors.
  • Only then will TPT v5.0 be created and delivered. Customers can use this version for test purposes and check how far its implementation has progressed.
  • Production of version 3.0 will be discontinued on this date.

This approach prevents technical conflicts during the transfer and import of the two versions. 

> more informaton about TPT v5.0 

March 20, 2020

COVID-19 Update March 20, 2020

Dear clients,

We want to share our actions taken in relation to the Coronavirus (COVID-19) outbreak with you. IDS is closely monitoring and managing the situation and follows the recommended practices and guidelines from the World Health Organization (WHO) as well as from our shareholding company Allianz SE.

With a robust business continuity framework and crisis working group in place, our first priority is to ensure a safe work environment for our colleagues and maintaining business continuity for our clients around the world.

Precautionary measures

  • Travel restrictions in place.
  • Restrictions for external employees and visitors in place.
  • Availability of hand-sanitizer and masks is ensured.
  • Continuous risk evaluation and quarantine for potentially affected internal employees.
  • Contacts to medical facilities and notification chains up to date.
  • Emphasis on employee awareness about current developments.
  • >80% home office quota across all employees, operations are stable, existing remote working solutions have adequate capacity and suitability.

Recovery measures

  • BCM recovery plans ensuring operational continuity in the event of further restrictions are documented and up to date.
  • Close cooperation with the Allianz Group Crisis Unit and 100% implementation of all recommendations.
  • As a global provider for the investment community we understand that the current situation is a joint challenge.

We have the confidence that our measures ensure the expected operational resilience to help you to cope with your situation. Please do not hesitate to contact your IDS representative if you require any further support or information.  

Stay healthy

Cordially your IDS Management

January 27, 2020

New version 5.0 of Solvency II TPT

On 19 January 2020, FinDatEx announced on its website (findatex.eu) the adaption of a new version 5.0 of the Solvency II Tripartite Template (TPT). The changes mainly concern securitizations, private equity investments and counterparty information. In addition, numerous formal changes were made, e.g. the frequency of coupon payment frequencies, the classification of investments that are pledged as collateral or the distinction between long and short positions by the sign of the nominal amount. Finally, version 5.0 was included in the column "1000_TPT_Version".

According to FinDatEx, the new version 5.0 should be implemented from 31 March 2020 and initially be used in parallel with version 4.0. The parallel phase is to end on 30 June and only version 5.0 is to be used. The use of the older version 3.0 is to be discontinued completely at the end of March 2020.

The FinDatEx also makes recommendations on the technical format of the TPT in order to establish a standard that is as uniform as possible throughout the industry.

All changes listed in detail and IDS implementation plan can be found here