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ASSET MANAGEMENT
PRIVATE EQUITY PERFORMANCE
PROBLEM
As the client grows both in size and expand into new mandates, the management team needed to see their funds and assets’ performance aggregated at various levels, and able to track their movements against historicals. Fundamentally lacking a BI solution, the client had been relying on hundreds of individual excel files to manually produce calculations and reports on a quarterly basis.
SOLUTION
The long internal report preparation process and hefty cost involved is a hidden and repeating operational cost every quarter. As a result, the client turns to a modern BI solution that allow them to run decisions in-house, in time and with full information self-service capability.
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