Explore Our Technology Case Studies

Client

• Multi-strategy investment manager
• $45B+ AUM across multiple asset classes

Challenges

• Lack of an enterprise portfolio reporting system 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

Client

• Multi-strategy alternative investment manager
• $83B+ AUM across multiple asset classes

Challenges

• Lack of an incentive and compensation information system
• Information manually maintained in spreadsheets
• Unable to roll-up to a high-level view of the grants for particular funds or group of funds
• Considerable work gathering consolidated data across spreadsheets
• Unable to report detailed views of the data
• Spreadsheets not tied to any legal documents

Client

• Mortgage Real Estate Investment Trust (REIT)
• $400M+ AUM across multiple asset classes

Challenges

• Lack of a central system to keep track of risk information
• Manually maintained spreadsheets created from 3rd party risk systems
• Manually generated risk reports

Client

• Credit focused hedge fund
• $5B+ AUM in structured products

Challenges

• High turnaround times for data processing and analysis
• Various data sets required for reporting in disparate databases
• Inefficient ETL processes
• Lack of canned reports
• Frequent outages and delays in reporting

Client

• Major global investment bank
• Fixed income technology group

Challenges

• Inflexible legacy system with high maintenance cost
• Redundant data design
• High costs for structural change/updates to data
• Common business logic code duplicated across multiple asset classes
• Continued performance degradation
• Lack of documentation