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Case Study: Data Management Strategy

Investment organisation seeking to develop a data management strategy to support portfolio management and client reporting requirements

A client approached Shoreline wanting to develop a data management strategy to support portfolio management and client reporting requirements. The model needed to allow the business to meet the business requirements of the client service, middle office and investment teams

The Deliverable

  • Identification and evaluation of key end user business requirements relating to investment data
  • Identification of IT data management solution option(s) available
  • Development of a data model to meet end user requirements, whilst exploiting data delivery capabilities of the custodian

The Benefit

  • Presented stakeholders with an analysis of these requirements in the context of comparable investment organisations
  • Presented stakeholders with a view on the developing capability of custodians with respect to the provision of a data management service
  • Identified key options available to address requirements and an evaluation on the capability of applicable data management IT platforms
  • Assisted in the development of a model that exploited the capability of the custodian and minimised the level of duplication between the investment manager and the client
  • Provided a design to be used as guidance for the subsequent implementation of the preferred data management solution