About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

IBOR Systems Will Break Firms’ Internal Information Barriers

Subscribe to our newsletter

Continued increased interest in Investment Book of Record (IBOR) systems will continue to shape front-office trading operations and alpha generation in 2017, predicts Joshua Satten, head of the fintech practice at Sapient Global Markets, the Boston-based business technology and consulting provider.

“IBOR is bringing together front, middle and back office data,” he said. “As we trade electronically and more in real time, the back and middle office bubbles up more into the front office. We also keep seeing IBOR used for better alpha intelligence.”

IBOR, a single trusted source of investment data throughout an enterprise, “doesn’t actually help you make better decisions to make better trades,” said Satten. “IBOR is really about middle- and back-office data — analytics; was the trade confirmed; what’s the price and valuation.”

Whether firms call their trading data operations IBOR, “order management system optimization,” or something else, they ought to remove distinctions between administrative or custodial relationships and front-office systems, according to Satten.

“IBOR brings that all together. It is having a system that is real-time, and has your portfolio information, when you need it, as you need it,” he said. “You need to be aware of what’s in your book. … Some shops look for a new service provider or vendor, because they think it’s just a technology or system upgrade. They’re really trying to create a better book of record for themselves and a more accessible user interface around it.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: The Role of Data Fabric and Data Mesh in Modern Trading Infrastructures

23 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The demands on trading infrastructure are intensifying. Increasing data volumes, the necessity for real-time processing, and stringent regulatory requirements are exposing the limitations of legacy data architectures. In response, firms are re-evaluating their data strategies to improve agility, scalability, and governance....

BLOG

Bloomberg Launches Digital Asset Exposure Analytics to Help Investors Manage Crypto Exposure

Bloomberg has launched, a new service, Digital Asset Exposure Analytics, designed to provide investors with greater visibility into their cryptocurrency exposure across a wide range of securities and investment products. Covering 80,000 individual securities and 37,000 funds and exchange-traded products, the tool is aimed primarily at asset managers and financial institutions seeking to strategically manage...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...