Explore Our Technology Case Studies

Vichara has helped multi-billion dollar investment managers, global banks, hedge funds et al, to leverage cutting-edge technology solving complex problems across business functions

PORTFOLIO MANAGEMENT REPORTING FOR A GLOBAL INVESTMENT MANAGER

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
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COMPENSATION SYSTEM FOR AN ALTERNATIVE INVESTMENT MANAGER

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
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MORTGAGE RISK REPORTING FOR A REAL ESTATE INVESTMENT TRUST (REIT)

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
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DATA WAREHOUSING & SURVEILLANCE REPORTING FOR A CREDIT HEDGE FUND

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
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SECURITY DATA SERVICE FOR A GLOBAL INVESTMENT BANK

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
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