CDB Updates for a Top 15 Global Asset Manager

  • 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

  • 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
  • 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


  • 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
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