Global Investment Manager
Case Study
Client Profile
A global investment firm seeking to modernise its private markets operations.
The Challenge
Implement a comprehensive digital transformation strategy for private markets investments.
Our Approach
- Introduced a framework for evaluating and selecting technology vendors
- Developed a future-state architectural roadmap
- Designed an optimised operating model
- Deployed specialised private market systems
Key Implementations
- Allvue and eFront Insight: Enhanced private credit and private equity portfolio management and analytics
- Canoe: Leveraged machine learning for alternative investment data processing
- Qashqade: Implemented for carried interest calculations
- Real Estate Reporting: Automated processes for internal stakeholders and clients
Outcomes
- Streamlined operations through automation
- Enhanced scalability of operational processes
- Improved data management and analytics capabilities
- Modernised technology stack supporting private market investments
- Improved quality and timeliness of real estate reporting
Business Impact
- Increased operational efficiency
- Enhanced decision-making capabilities
- Improved client reporting and satisfaction
- Positioned the firm for scalable growth in private markets
This comprehensive digital transformation empowered the global investment firm to optimise its private markets operations, leveraging cutting-edge technologies to drive efficiency, accuracy, and growth.