Investment performance measurement, reporting, analytics & insights
Bolstering performance measurement capabilities
An increase in reporting requirements at this Australian based government superannuation fund, with $AUD240b funds under management, was brought on by the internalisation of the performance analytics group. 1886 undertook a project to bolster the investment performance measurement capability of the team.
THE CHALLENGE
Since the internalisation of a performance analytics group within the Client’s Investment Operations team, the group has seen an expansion in reporting requirements without an adequate increase in capability.
As a result, the team was unable to meet the managerial reporting requirements of the Investment Services team, nor was it able to provide comprehensive reporting for the Investment Committee.
The Executive Management team identified these shortcomings and initiated a project to bolster the investment performance measurement capability of the team.
THE PROJECT
The Performance Solution Project was established to create a strategic performance engine that would replace legacy systems and support broader, more effective performance reporting.
This new function aims to serve the evolved strategic direction of the client, but also deliver the reporting requirements for key stakeholders and government regulators.
1886 APPROACH
1886’s wealth and asset management experts were engaged to drive and lead the project mobilisation, pre-implementation and delivery phases which involved:
Business requirements analysis and definition study
Options analysis, solution design and planning
Technical delivery of the new performance solution
Rollout of new process and governance capabilities
Transition to new operating model and responsibilities
OUTCOMES
1886 has successfully delivered the Phase One requirements, design and definition of the new solution and has been retained for the Phase Two implementation activities.
