Operational Challenges

Large number of investment programs, asset allocation models and heterogenous asset classifcation systems.

Lack of a common standardized present day view of security classification and asset allocation for clients across programs.

Legacy security data repositories and classification rules.

Need for a present day rules engine and data repository that will service legacy, present and future state asset classification frameworks.

Next to support single and multi-asset classifications using look through fund data from Morningstar.

Need a centralized hub to support heterogenous systems, to distribute classification results, and to connect security classification results and asset allocation models.

EasyAUM

Solutions

Subject matter, business analysis and product owner services as part of a multi-year large team engagement

Developed multi-asset rules engine for a number of asset hierarchies, Prototyped single asset rules engine

Established substantive data validation and outlier identification for client to address source data issues and make workflow improvements

Defined Ul wireframes for security classification results, overrides, asset allocation models, reference models, benchmarks, market expectations

Leveraged EasyAUM domain knowledge and expertise in this area and with vendor data

EasyAUM

Benefits

Built a fully functional multi-asset rules engine within two months of engagement

Jump started single asset and multi-asset rules definition

Defined a solid foundation of wireframes for the entire application

Collaboration with several teams and stakeholders utilizing project methodologies and tools including Agile, Confluence etc

Case Study

Case Study

Asset Classification Services

Challenges

Operational Challenges

EasyAUM

Solutions

EasyAUM

Benefits

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