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

  • 95% efficiency increase

  • 50% y/y client growth

  • ~80% automated fund status report generation process


CLIENT PROFILE AND CHALLENGES
  • Portfolio management team of a top US-based pension advisory firm
  • Key requirements were
    • Enhanced client reporting
    • Improved ability to source new investments, retain clients
    • Better fund manager evaluation
    • More robust and integrated database and reporting architecture
OUR APPROACH
  • Re-engineered the business process by building a centralised data warehouse to pull data from various internal and external data sources
  • Developed a framework for the entire research, analytics and operations process
  • Developed comprehensive ETL services, data adaptors and data validation filters
  • Built an analytical platform to accelerate the regulatory and investor report generation process
  • Used data validation filters for publishing research, analytics and reports on an enterprise level
  • Achieved overall efficiency improvement of 95% in generating a 70-page report
IMPACT DELIVERED
  • Acuity Knowledge Partners conducted a detailed whiteboarding session to scope out support levels and complexity.
    • Enabled 50% YoY growth in client numbers through a scalable solution
    • Improved ability to source new investments, retain clients
    • Enabled high-powered real-time analytics
    • Production time of a 70-page, quarterly performance report reduced by 95% (time reduced from 90 days to <5 days)
    • About 80% automation of fund status reports from trustee feeds using 40+ security types and 100+ data feeds
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