Case Study 1

Proven value in developing solutions that provide extended support for decision making in managing multi-billion-dollar positions and related risks.

Portfolio management reporting for a global investment manager

Client :
  • Multi-strategy investment manager
  • $45 billion+ AuM across multiple asset classes

  • Lack of an enterprise system to do portfolio reporting for various asset classes and strategies
  • Manual portfolio performance analysis
  • Inability to view market data & indices corresponding to portfolio holdings
  • Lack of consolidated reporting across all product groups

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