Asset Management Firm Data Support

Client Challenges

• A US based data-driven asset management firm wanted to project industry specific KPI’s for its coverage universe of 200+ listed stocks
• The purpose is to create one stop-shop and provide actionable insights to fund managers
• Create a universal data base tagging all critical points, and updating on a regular basis was a huge task

Our Method

• Deployed a team of data engineers to address the requirements from company filings
• Designed a template incorporating all critical KPIs’ and standardizing company specific template as per the sectors
• Robust processes to transform data into insights and provide production-ready datasets
• Created a dashboard for the client for comprehensive decision making

Impact Delivered

• Created a centralised repository after data cleansing as per each sector in an organized manner
• Data tagging was completed in a standardized and scalable manner
• Ready to use dashboards were created with powerful visualization for effective decision making
• Dedicated account manager provided for future support on regular data updation