Enterprise Application Development And Data Management Streamlining For a US Pension Advisory Firm

Portfolio management team of a top US pension advisory firm
Key challenges were:
- Enhanced client reporting
- Improved the ability to source new investments and retain clients
- Better fund manager evaluation
- More robust and integrated database and reporting architecture

Re-engineered the business process by building a centralised data warehouse to extract data from various internal and external data sources
Developed a complete framework for the entire research, analytics and operations process
Developed comprehensive ETL services, data adaptors and data validation filters
Built an analytical platform to speed up the regulatory and investor report-generation process
Used data validation filters for publishing research, analytics and reports at an enterprise level
Achieved an overall efficiency improvement of 95% for generating a 70-pager report

Conducted a detailed white-boarding session to scope out support levels and complexity
Offered a scalable solution to achieve up to 50% y/y client growth
Improved the ability to source new investments and retain clients
Enabled high-powered real-time analytics
Reduced the production time of a 70-pager quarterly performance report by 95% (time reduced to less than 5 days from 90 days)
Automated ca. 80% of the funded status reports from trustee feeds using over 40 security types and over 100 various data feeds

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