US private credit fund: Automated and self-service analytics for enhanced portfolio insights

  •  100+

    funds

  • 6

    strategies

  • 40+

    analytical dashboards

CLIENT PROFILE AND CHALLENGES
  • Managing Director and Head of Portfolio Analytics of a leading investment firm with USD40bn+ in AuM
  • Lacked a coherent analytics framework for management team to monitor portfolio/strategy performance
  • Acuity team was tasked with designing and developing data analytics capabilities to generate detailed insights required to monitor, reconcile and grow investments
OUR APPROACH
  • Deployed a team of 1 data analyst and 1 BI architect to address the requirement
  • Collaborated with each BU to identify investment strategies, analyse trends and associated portfolio KPIs
  • Designed custom wireframes for easily accessible insights, segment-wise cuts and drill-down analysis
  • Created high-level portfolio summary views and deep-dive analytical views based on critical KPIs
IMPACT DELIVERED
  • A single version of truth across business groups via streamlined data supply chain covering 6 strategies with 100+ funds
  • 40+ custom-tailored dashboards specific to business groups (BOD, PMs, Finance, etc.)
  • Extensive insights into investment style exposures, concentration risk and sources of risk diversification
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