-
A top 15 global asset management company based out of Boston required support in updating data on consultant databases (CDB) update over 5,000 profiles in a year, covering more than 30 consultants, including online data submissions and manual data requests
CLIENT CHALLENGES
- Bandwidth constraints to carry a large number of uploads during a busy quarter-end reporting period
- Inability of the client team to update fixed income characteristics due to difficulties in data sourcing
- Multiple data sources and formats for different data categories
- Low product visibility in manager searches due to poor data quality and delays in uploads
OUR APPROACH
- Data sourcing and aggregation
- CDB uploads, questionnaires, and ad hoc data requests
- New fund profiles registration and historical data uploads
- AuM reconciliation and publishing
- Periodic data audits
IMPACT DELIVERED
- Conducted whiteboarding sessions to understand the client’s data sources, formats, availability,deadlines and gaps
- Automated various intermediate processes related to data sourcing and formatting, and AuM break-up calculations
- Set up data templates for fixed income characteristics and allocations
- Centralized a data store for quick data access
- Implemented an efficient work-flow management system to improve deadline, and data tracking,and effective governance
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
