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Success story · A global asset manager

Decision-layer enhancement turned existing investment data into guided portfolio choices.

25%Reduction in manual comparison steps
15%Faster portfolio-fit identification
32%Better alignment between investment and distribution

A global asset manager provides investment, advisory, and risk management solutions to institutions and individuals worldwide. The platform is its end-to-end investment and risk platform that unifies portfolio, trading, operations, and compliance data in one system so teams can analyze, monitor, and act on portfolios from a single source of truth.

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Financial servicesInvestment & distributionAI & machine learningData engineering & platforms
Impact
25%Reduction in manual comparison steps
15%Faster portfolio-fit identification
32%Better alignment between investment and distribution
01The Situation

The Situation

Business Problem

The platform already housed the portfolio, risk, mandate, and performance data teams needed, but those views were being consumed separately. As a result, “which portfolio is the best fit for this client or scenario right now?” still required manual comparison. The asset manager wanted portfolio selection to be guided, consistent, and explainable inside the platform itself.

02The Challenge

The Challenge

We had to unite individual the platform’s data elements into a single, decision-ready view without breaking governance or data lineage. And at the same time, ensure that the recommendations being made by the solution honored investment policies and client/regulatory constraints.

03The Solution

The Solution

We built a decision layer inside the platform context that ranks and explains best-fit portfolios using existing the platform’s data.

How the system works PLATFORM DATADECISION LAYERTEAMSPortfolio · riskMandate · perf.Liquidity · ESG01Consolidates the attributes02Scores suitability, policy03Ranks and explains the fitPoliciesClient limitsGOVERNANCE · LINEAGE INTACTONE RANKED LISTInvestment, sales, risk:same list, their own depthCRITERIA ON EVERY PICKRisk band, mandate fit,liquidity — approvals moveBUILT INSIDE THE PLATFORMALREADY IN USE
  • 01Consolidated portfolio attributesSo that risk, performance, mandate, liquidity, and ESG could be evaluated together.
  • 02Suitability and policy-aware scoringTo surface only portfolios that match the defined client or strategy profile.
  • 03Role-aligned portfolio viewsPresent the same ranked list but with the level of detail each team needs (investment, sales, risk), eliminating conflicting recommendations.
  • 04Transparent selection criteriaAttached to every recommendation, showing the key factors met (risk band, mandate fit, liquidity), so approvals move faster.

Impact

What changed, as reported.

The figures as printed in the firm's own case-study collateral — nothing rounded or annualised.

25%Reduction in manual comparison steps
15%Faster portfolio-fit identification
32%Better alignment between investment and distribution

Data & AI is our singular focus. Data Products is a diverse firm with senior and executive data scientists focused on fully developing project solutions that leverage advanced mathematics and data that drive tangible insights that optimize your organization’s operations.

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Client background

A global asset manager.

A global asset manager provides investment, advisory, and risk management solutions to institutions and individuals worldwide. The platform is its end-to-end investment and risk platform that unifies portfolio, trading, operations, and compliance data in one system so teams can analyze, monitor, and act on portfolios from a single source of truth.

Where it leads

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The practice

AI & machine learning

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The decisionWhat has to be decided, and by when
What is in placeSystems, data, the people who own them
Who signs it offBoard, risk, legal, a function head
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