Case Study

Global Investment Management Company: Complex Market Data From Multiple Financial And Media Sources Requires Rapid Transtormation

Global Investment Management Company: Complex Market Data From Multiple Financial And Media Sources Requires Rapid Transtormation

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Global Investment Management Company This Capital Markets Firm has assets under management around 1 trillion dollars. It also offers one of the oldest and highest-performing retirement funds on the market. Business Opportunity The Firm wanted to enable its 250 financial analysts with the most up-to-date information and also allow them to use Microsoft Excel, their tool of choice. Given the breadth of holdings – Equity, Fixed Income –analysts are evaluating securi- ties, derivatives, options and any tradeable financial instrument; the data is highly complex. With global markets open around the clock, speed is a competitive requirement. Technical Challenges • Front end: Analysts had built a custom tool from Microsoft Excel that the legacy system in place, Oracle BI, wouldn’t

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