Leading Asset Allocator Optimizes Investment Operations with Cognivo


Client Profile

A prominent asset allocator aiming to optimize its investment operations and decision-making processes.


The asset allocator faced several challenges that hindered its operational efficiency:

  1. Operational Inefficiencies: Inefficiencies in investment operations, impacting productivity.
  2. Data Management: Difficulty in managing and integrating data from multiple sources.
  3. Reporting Processes: Slow and error-prone reporting processes, leading to delays.
  4. Excel Limitations: Manual processes and Excel-based data management, causing inefficiencies and errors.
  5. Data Visualization Constraints: Limited capabilities in visualizing data for better decision-making.

Root Cause

The primary root cause was the firm’s reliance on outdated processes and Excel, coupled with a lack of integration between various systems.


Cognivo, a specialized data and technology consulting firm, partnered with the asset allocator to overhaul its investment operations.

Comprehensive Investment Operations Overhaul

Cognivo implemented a holistic approach, focusing on several key strategies:

  1. Data Integration: Centralizing data from multiple sources into a unified system.
  2. Excel Replacement: Streamlining and automating processes, reducing dependency on Excel.
  3. Advanced Analytics: Deploying advanced analytics for better decision-making and reporting.
  4. Power BI Integration: Implementing Microsoft Power BI to create interactive and insightful dashboards.

Services Involved

Cognivo’s comprehensive suite of services ensured a seamless transformation:

  1. Strategic Advisory: Providing expert guidance on optimizing investment operations.
  2. Data Management & Reporting: Enhancing data storage and reporting capabilities.
  3. Systems Integration: Ensuring seamless integration with existing systems.
  4. Technology Implementation: Deploying advanced technological solutions for automation and data visualization.

Challenges Addressed

Cognivo’s solution addressed the asset allocator’s key challenges:

  1. Operational Inefficiencies: Streamlined processes to improve operational efficiency.
  2. Data Management: Improved management and integration of data from multiple sources.
  3. Reporting: Enhanced speed and accuracy of reporting processes.
  4. MS Excel Dependency: Replaced Excel with automated and integrated data management solutions.
  5. Data Visualization: Enhanced data visualization and reporting with Power BI.


By partnering with Cognivo, the asset allocator achieved remarkable results:

  1. Efficiency: Significantly improved operational efficiency across investment operations.
  2. Data Management: Centralized data for better accessibility, integration, and utilization.
  3. Reporting: Enabled faster and more accurate reporting capabilities.


Cognivo’s expertise in data and technology consulting enabled the leading asset allocator to optimize its investment operations, leading to improved efficiency, better data management, and enhanced reporting capabilities. This transformation positioned the firm for greater agility and success in managing assets effectively.