-
USD300k
of annual benefits delivered
-
20%
more time for revenue generating tasks
-
20%
more insights generated for internal analysis
Client Challenges
- A private wealth management firm required assistance with weekly, monthly, quarterly and ad-hoc performance and risk reporting
- The client team wanted support on internal data query management for existing/potential investors on metrics including performance, risk, and investment models
- The client also wanted portfolio managers to be able to focus on their core tasks (reporting tasks were handled by their portfolio managers who found it tedious to compile data from multiple sources/systems to produce the reports required by CIO and his team, investors and members from other departments.)
Our Approach
- Acuity deployed a senior portfolio analyst with relevant experience to support the client’s portfolio management group.
- The dedicated Acuity resource helped prepare and compile various performance and risk reports. These reports were used for internal analysis and sharing insights with investors
- Also assisted in preparation of reports that provided a breakdown of portfolio by asset categories, investment desks etc.
- Prepared reports that helped in analysis of the performance of client portfolios vs the benchmarks’ or peer group’s performance. These reports were created using client’s systems (such as Morningstar and G2.) and internal database.
- Addressed queries from the team and investors relating to performance and risk of portfolios, strategies, investment desks etc.
- Systems and Tools used: MS Excel, Morningstar, G2.
Value Delivered
- Optimized bandwidth utilization for the client's Portfolio Manager team
- Centralization – Performance and Risk reporting was now centralized as the Acuity team handled all the reporting tasks that were earlier spread across PMs.
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