Lincoln Financial Group Selects PAM for Investments to Enhance Portfolio Accounting for Internationa


Lincoln Financial Group Selects PAM for Investments to Enhance Portfolio Accounting for International Holdings, Sophisticated Investment Instruments

PRINCETON, N.J.--(BUSINESS WIRE)-- Princeton Financial® Systems, a part of State Street Global Exchange, today announced that Lincoln Financial Group has signed on to its PAM ® for Investments solution for their investment accounting needs. Lincoln Financial is already a PAM for Mortgages client, and the company chose to expand its partnership by upgrading its portfolio accounting to handle complex instruments such as fixed income.

"As a PAM for Mortgages client, we have already experienced first-hand Princeton's client service and innovative technology," said Brad Jeffrey, assistant vice president, Treasury and Investment Operations at Lincoln Financial Group. "Their flexible and dynamic platform, global functionality, and personalized support contributed to the success of our first implementation. It also played a key role in our decision to expand the partnership, and we look forward to the additional support provided by the PAM for Investments platform."

PAM for Investments offers horizontal and vertical scalability, simplified installation, and flexible deployment. With multiple custom dashboards, users can effectively analyze and manage exceptions throughout the trading and investment lifecycle. Key features and benefits include:

  • Multi-basis, multi-jurisdictional reporting accounting: local GAAP, TAX, Stat, Management, IFRS

  • Multi-currency based with bifurcation of FX and Market G/L

  • Accounting across all asset classes: equities, fixed income, derivatives, structured products, options, futures, swaps, real estate investments, private placements

  • Full Net Asset Value (NAV) calculations for single or multi-class funds

  • Integrated GIPS-compliant performance measurement, attribution and analysis

"We are honored to have earned Lincoln's confidence and to be selected again as their technology partner," said, Chris Farber, Chief Marketing Officer at Princeton Financial Systems. "Leveraging decades of experience developing accounting technology solutions, we are adept at managing implementations for large, complex organizations managing sophisticated portfolios and look forward to building on the success of our PAM for Mortgages implementation to deepen our relationship with Lincoln and help them better serve their clients."

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYS: LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $186 billion as of March 31, 2013. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; employer-sponsored retirement plans; savings plans; and comprehensive financial planning and advisory services.

For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit

About Princeton Financial Systems

Princeton Financial Systems, a part of State Street Corporation's (NYS: STT) Global Exchange, is a leading provider of comprehensive, front to back office solutions to several of the top asset managers, insurance companies, custodians, pension funds, and banks spanning the world. Princeton's software solutions provide clients with the technology and services they need to reduce risk, improve efficiency, and provide transparency throughout the investment lifecycle. Whether it's Princeton's core investment accounting solution, compliance monitoring, data management, or performance measurement, attribution, and risk analysis, more than 430 firms rely on Princeton to meet their investor demands and work in an increasingly complex regulatory environment. For more information, please visit

River Communications
Max Leitenberger, 845-592-4530

KEYWORDS: United States North America New Jersey


The article Lincoln Financial Group Selects PAM for Investments to Enhance Portfolio Accounting for International Holdings, Sophisticated Investment Instruments originally appeared on

Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 - 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Originally published