Client Profile
A global long-short, multi-asset, and multi-currency investment management firm based in New York, overseeing $4 billion in AUM. The firm needed to overhaul its outdated legacy systems to enhance risk and portfolio management, streamline reporting, and improve operational efficiency.
The Challenge
The firm’s reliance on outdated technology created bottlenecks that slowed operations, increased errors, and made it difficult to scale. Key issues included:
- Risk and portfolio data management inefficiencies made it difficult to support evolving investment strategies.
- Limited real-time reporting capabilities slowed data-driven decision-making.
- System integration gaps created data silos and inconsistencies across platforms.
- Heavy reliance on Excel led to slow, manual processes that introduced avoidable risks.
- Poor data visualization made it difficult to derive insights from complex investment data.
Root Cause Analysis
- The firm’s infrastructure was not built to support modern risk and portfolio management demands.
- Manual workflows created inefficiencies, adding friction to investment operations.
- Lack of automation resulted in excessive time spent on data reconciliation and reporting.
The Solution: Investment Data Strategy & Architecture
Cognivo worked closely with the firm to modernize its legacy systems, transforming how investment data was managed, analyzed, and reported.
Investment Data Strategy & System Modernization
- Conducted a deep assessment of the firm’s data ecosystem to identify inefficiencies.
- Designed a scalable architecture that streamlined investment data governance.
- Developed a phased migration plan to minimize disruptions and ensure operational continuity.
Process Automation & Scalable Execution
- Implemented automated data pipelines to eliminate slow, manual reconciliation processes.
- Integrated internal and external data sources into a centralized, structured data environment.
- Established real-time data processing to accelerate risk and performance reporting.
AI-Driven Investment Intelligence & Interactive Dashboards
- Deployed interactive, web-based dashboards to provide portfolio managers with real-time insights.
- Designed machine-learning-driven risk analytics to enhance stress testing and forecasting precision.
- Replaced Excel-based reporting with dynamic Power BI visualizations for deeper data exploration.
The Transformation
- Fully automated data workflows, reducing reliance on spreadsheets and manual processes.
- Accelerated risk and performance reporting, cutting data processing time by over 50 percent.
- Consolidated multiple fragmented data sources through seamless system integration.
- Delivered more than $800,000 in operational savings over ten years by optimizing workflows.
Why Cognivo
- Expertise in investment data strategy, reporting automation, and technology modernization.
- Proven track record of executing complex system migrations without disrupting operations.
- Scalable, execution-focused services tailored for investment firms.
Let’s Talk
If your firm is dealing with legacy system inefficiencies, fragmented reporting, or outdated risk management tools, let’s discuss how Cognivo can help.