Portfolio Insights with Advanced Analytics
A leading US Credit Fund, managing a substantial $40bn+ AUM across 100+ funds and six diverse strategies, sought to enhance its portfolio management analytics. The Managing Director and Head of Portfolio Analytics identified a critical gap: the absence of a coherent analytics framework. This deficiency hindered the management team’s ability to effectively monitor portfolio and strategy performance. To address this, Acuity Knowledge Partners was engaged to design and develop robust data analytics capabilities. Their mandate was to deliver advanced portfolio analytics through 40+ customized analytical dashboards. This initiative aimed to provide granular insights essential for monitoring, reconciling, and driving investment growth. By consolidating and visualizing complex data, the solution empowered the fund’s leadership with a comprehensive, data-driven understanding of their extensive portfolio’s performance.
