Global multi-asset fintech platform provider enhances CLO analytics and compliance capabilities

Global multi-asset fintech platform provider enhances CLO analytics and compliance capabilities Client Profile A leading financial technology provider offering various distinct software products for banks, pension funds, and investment firms. Business Situation The client was experiencing increased demand from current and prospective bank loan focused clients to provide an enhanced CLO (collateralized loan obligation) analytics […]

Case Study – Insurance company integrates Blackrock Aladdin with State Street using Rivvit

Insurance company integrates Blackrock Aladdin with State Street using Rivvit Client Profile A life insurance company with nearly 100 active portfolios consisting of $25 Billion in assets and 45,000 unique securities spanning fixed income, equity, derivative, and alternative asset classes. Business Situation The client currently follows a hybrid investment management model whereby they outsource a […]

Case Study – Direct lender overhauls technology stack

Direct lender seeks technology roadmap to automate pipeline management, portfolio monitoring, and loan administration Client Profile A socially responsible impact investment firm providing both private debt and equity capital to small businesses in emerging markets across the globe. The client currently has $500 million Assets Under Management (AUM) across five private fund offerings. Business Situation […]

Case Study – Portfolio Risk and Analytics

Multi-national insurance company enhances portfolio risk and analytics capabilities for portfolio managers Client Profile The investments division of a large multi-national insurance company with approximately $95 billion assets under management with investments spanning across all major public and private asset classes. The client manages liabilities across multiple insurance segments inclusive of Life, Annuities, and Property […]

Case Study – System Integration

Investment manager integrates investment and accounting books with market data providers to create a single source of truth Client Profile Asset Manager with total AUM exceeding $250 billion; consisting of equities, bonds, structured products, bank loans, options, futures, swaps, repurchase agreements, funds, and alternative investments. Business Situation Our client spends in excess of eight figures […]

Case Study – Insurer automates data management and reporting using Rivvit

Insurer automates data management and reporting using Rivvit Client Profile The North American arm of one of the largest asset managers in the world. This subsidiary manages over $200 billion in institutional assets specializing in fixed income, liability driven investment (LDI) solutions and index capabilities. Business Situation Bloomberg LP recently completed the acquisition of the […]

Case Study – Data Strategy

Asset manager reduces market data spending by 40% Client Profile A large investment manager with over 90,000 unique security master instruments between their held portfolios and associated benchmarks. Business Situation The client was seeking to adopt a new security analytics engine which required them to identify a market data source with comprehensive coverage of their […]

Case Study – Global Asset Manager

Global asset manager deploys BISAM B-One for Performance and Attribution Client Profile Global investment and advisory firm with more than $265 billion in Assets Under Management across 1500 portfolios including Insurance / Non-Insurance SMA’s, Hedge Funds, Mutual Funds, ETFs, and CLO’s. Business Situation The client had outgrown their previous Investment Performance and Portfolio Attribution system […]

Case Study – Moody’s Analytics Integration

Grandview Analytics integrates with Moody’s Analytics to drive transparency for CLO Managers and Investors Client Profile Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better and faster decisions. With deep risk expertise, expansive information resources, and innovative application technology, Moody’s Analytics helps clients confidently navigate an evolving marketplace. Structured Finance […]

Case Study – BNY Melon Integration

Grandview Analytics integrates Rivvit with BNY Mellon Client Profile An asset manager with $10 billion in assets under management and over 2000 investment accounts. Through their Mutual Funds, UCITS Funds, and Separately Managed Accounts, the firm offers both turnkey and customized investment strategies for institutions and consultants globally. Business Situation The client sought a data […]