Data transformation support for a leading fund of funds client

  • 35%

    faster turnaround

  • 60%

    of bandwidth freed

  • USD3.0m

    annualised cost savings


CLIENT CHALLENGES

  • Leading fund of funds that provides data-oriented solutions
  • Key challenges were:
    • Bandwidth constraints as fund coverage increased to more than 5,000 funds
    • Existing manual process to capture data had led to quality issues
    • Large data gaps at portfolio level
    • Cost pressure from CFO to make current process more efficient

OUR APPROACH

  • Provided full support during planning stage leveraging best practices of two transformation managers with similar experience in data operations support
  • Deployed project managers and a team of data operators and technology developers
  • Developed a semi-automated fund data extractor application for efficiency gains
  • Ensured three-tier quality checks were in place for the entire data journey
  • Made data enhancements, backfills and adjustments in line with client’s methodology

IMPACT DELIVERED

  • Acuity Knowledge Partners conducted a detailed white-boarding session to scope out support levels and complexity
  • Prepared detailed standard operating procedures to ensure compliance with client methodology and processes
  • Efficiency improvement was channelled to deliver high-data-quality output, provide bandwidth and cost benefits to client
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on