CHALLENGE – MISSION CRITICAL PROJECT & PROGRAM MANAGEMENT

We implemented multiple strategic projects including

  • Standing up an Enterprise Data Management tool (EDM) for Performance & Risk data
  • A browser-based global tool that allows portfolio groups to collaborate and share ideas that can impact portfolio performance
  • An Investment Dashboard
  • A strategic project to create and enhance an intuitive dashboard aggregating all investment data for investment professionals and c-suite oversight
  • central portal that aggregated timely data leveraging DSL and multiple databases to assist executives in responding to Portfolio Manager changes.