Consultant database solutions for a US specialist asset manager

  • 99.5%

    data quality for mid-sized US specialist asset manager

  • 30%

    increase in CDB coverage

  • 97%

    fill rates by adding 100 new profiles

  • 425

    profiles across 20 databases

  • Low data coverage
    • ca.15% data points were missing
  • Manual process
    • Manual data updates for a few sections, which impacted quality and time to market (consultant questionnaires also updated manually)
  • Inconsistent data format
    • Multiple data sources and tedious data format
  • Only quantitative updates
    • Updates, such as narratives, investment professional, product additions, historical uploads and restatements, were not handled by the previous vendor
  • Difficult-to-integrate new equity products
    • Equity product integration – Challenging during integration for the client. A bulk of new product registrations were in queue
  • Deployed Acuity’s proven solution of end-to-end consultant database updates – CDB specialists + EDGE Tool
  • Used Acuity’s customised EDGE tool to add sections that were handled manually previously. This helped improve time to market and process efficiency
  • Provided full coverage to database sections, including qualitative updates, investment professional, new product addition, historical uploads and restatements
  • On-boarded equity products in various databases and audited historical uploads for five years/since inception
  • Historical data audit for 4 years
  • Best practices implemented to streamline data formats and made sourcing easy
  • Improved database quality to 99.5% from 89% in three quarters
  • Improved ca.50% time to market and reduced time from T+4 to T+2
  • Improved database coverage to 97% from 85%
  • Added 100 new product profiles across consultant database
  • Centralised the team for both equity and fixed income products and for handling consultant questions
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Consultant database solutions for a Top 30 US-based asset manager
What we are proud of

Top 30

US-based asset manager


profiles across 20 databases

Consultant database solutions for a trillion dollar asset manager
What we are proud of


leading European asset manager


faster turnaround time