-
100+
funds
-
6
strategies
-
40+
analytical dashboards
CLIENT PROFILE AND CHALLENGES
- Managing Director and Head of Portfolio Analytics of a leading investment firm with USD40bn+ in AuM
- Lacked a coherent analytics framework for management team to monitor portfolio/strategy performance
- Acuity team was tasked with designing and developing data analytics capabilities to generate detailed insights required to monitor, reconcile and grow investments
OUR APPROACH
- Deployed a team of 1 data analyst and 1 BI architect to address the requirement
- Collaborated with each BU to identify investment strategies, analyse trends and associated portfolio KPIs
- Designed custom wireframes for easily accessible insights, segment-wise cuts and drill-down analysis
- Created high-level portfolio summary views and deep-dive analytical views based on critical KPIs
IMPACT DELIVERED
- A single version of truth across business groups via streamlined data supply chain covering 6 strategies with 100+ funds
- 40+ custom-tailored dashboards specific to business groups (BOD, PMs, Finance, etc.)
- Extensive insights into investment style exposures, concentration risk and sources of risk diversification
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