Optimising the investment process with a revolutionary data and analytics tool
BACKGROUND
The CIO of Investment Solutions at Hawksmoor, an expanding UK-based investment management business, required a system that would empower his team to produce unique insights from the vast and growing amounts of investment data they use for reporting purposes, risk profiling, portfolio construction amongst other critical functions.
Without a system that would offer enough flexibility on the scope and time span of data, the firm faced significant challenges with reporting on the criteria demanded by clients and providing an unbiased, rational view on every collective investment across the entire investment universe.
THE OBJECTIVES
Our client gained substantial advantages from our FinXL solution – a revolutionary Excel add-in connected to FE Analytics’ database of more than 300,000 portfolios and instruments – by using it to underpin its bespoke SEMAFOUR screening process.
- - Flexible tool
- Data integrity & accuracy
- Customisation
- Bespoke functionality
- Automation
- Reliability
- Collaborative tool
- Scalability
ACHIEVEMENTS
The client client benefited from the following outcomes:
- Operational efficiencies achieved by streamlining data processing and analytics, as well as saving the equivalent of 3-4 middle or back-office headcount.
- Risk mitigation by reducing ‘fat finger’ risks and standardising data inputs and outputs, in turn minimising human error and enhancing data reliability.
- Data control with custom formatting being able to question data integrity and apply additional checks, further ensuring the accuracy of their investment analysis.
- Customisation facilitating unique client requests, such as specific risk profiles or investment preferences, without the need to expand the team significantly.
- Scalability enabling efficient management of a growing number of portfolios.
- Creation of a unique screening process gives an unemotional and objective view on every collective investment and allows him to meet the bespoke requests of his clients.
- Client-focused solution enabling creation of bespoke output that aligns with individual client objectives, demonstrating the flexibility and reliability of the business.
- All-round tool combining comprehensive data set and functionality of FE Analytics with boundless capabilities of Excel.
Our unique SEMAFOUR screening process was created leveraging FinXL and Excel capabilities to source and manipulate fund data from across the whole marketplace. It generates an unemotional and objective view on every collective investment and enables our investment team to meet the bespoke requests of our clients. SEMAFOUR is based on 25 years of investment experience and, thanks to FinXL, generates an output in 25 seconds.
STATISTICS
£200-300k
Our client’s annual savings on headcount through using FinXL
