Portfolio

Investment Case Study

Challenges

Traditional method of data management is broken

Current scenario, traditional data is decentralized and imprisoned by costly technology approach. Major companies in Investment Management firms spin on complex, capital-intensive data workflows, struggling to produce the data needed to generate insights. Several failure cases due their business process & model approach.

As continuous downfall of the fees grows and regulatory scrutiny intensifies, the rising cost of legacy operating models & change in legacy model is no longer an option to continue their companies growth.

 

Rupstech approach towards Investment sector

 The first step was to find a managed service provider to help us execute on our vision. We design model woule initiate quick approach in emerged as the best candidate given the depth of its expertise in index data management, as well as the strength of its reputation as a service provider. We needed much more than simple data aggregation, benchmark data operation and we could see that our business model has the ability to provide the support and service features that we had identified as critical to our project.

Approach to our Client’s IT leadership had a clear vision of what it wanted, these we receive the requirement phase were we analyse client needed business, technology & new innvoation model: an all-encompassing benchmark data governance and management service based on a set of rules and a formal quality control structure. The goal was to have a system capable of delivering enriched data to clients in a clear, accurate and consistent format, while reducing costs for the firm.

Making the business case

 Working in close our research & development team, our client developed a new benchmark data management and governance approach, coupled with our team’ Managed Data Services. Before the project could move ahead, however, the IT team needed to secure approval from the wider business. To build a solid business case, the team needed to understand the explicit costs of the project, such as vendor fees, but also any potential further costs including the implementation itself, and also, significantly, the projected costs of maintaining the status quo.

A new approach to asset mastering

 Our vision was to create an investable asset universe, with enough data to enable your data model to trade safely and meet compliance needs. Our team has enabled us to do just that; building a highly innovative process that frees our internal resources to focus on value-adding activities.

In its new approach to data processing, our client has outsourced the benchmark asset universe mastering to Rupstech tech Team utilizes the securities contained within the benchmarks mandated by clients and provides a common identifier between the firm’s asset universe and its index feeds.

Significantly, the service leverages and optimizes cliemt’ existing market data licenses for reference data, alongside its usual index data source.

Significant cost reductions

As a result of client’s has benefitted from a significant decrease in the cost and complexity of its data management processes. Prior to partnering with our tech Team, we had to manage multiple index vendors and processes, as well as maintain the associated universe of asset reference data.

Through its transformation, OMGI has removed the need to work with multiple service providers, reducing complexity and enabling business agility.

Our Statitistical Approach:

  1. Business Intelligence in Data Modeling
  2. Lean Data Management
  3. Benchmark Data Operation
  4. Blended Finance
  5. Innovative design Funding

 

1.Investment towards BI

Much like business intelligence, data intelligence is a vital part of any organization’s efforts to improve the services and forward-looking strategies they employ. One of the most common uses of data intelligence is to understand consumer preferences.

By using data mining techniques to collect information regarding habits, shopping preferences, online trends, and other individual information, companies can tailor their services better and understand tendencies across their target demographics.

Visualization tools require increased investments in tech resources (people and machines), ETL tools, and analytical databases to deliver a fast and great user experience. The maintenance only adds to overhead and time delays. The easiest way to understand the limitations of data visualization software is to request a proof of concept using your own data, not sample data, to see how accurately and quickly the tool can get your data into a format that can be visualized.

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2.Lean Data Management

It is built on three core principles:

  • Improve business outcomes: Deliver trusted, timely, accurate and complete data seamlessly across the Free up capacity to generate data insights that drive growth and differentiation.
  • Eliminate waste: Embed a proven service model that solves the complex operational data management problem efficiently without the need for additional people or technology
  • Enhance adaptability: Future-proof data management with a transparent, comprehensive cloud-based service and expert advisory. Become highly responsive to business needs and evolve with the

3.Benchmark Data Operation
Rupstech recommends that firms invest in a strategic data operating platform, covering all the processes, data stores, business applications and IT that support the business. A strategic operating platform is a prerequisite to good data governance, and good data governance is a major milestone on the road to best practice.

Our development & deployment approach towards benchmark data operation

    • Costs & Budget Perceptions
    • Growing Volume, increasing complexity
    • Quality – difficult to define, harder to measure

Best Goverance – More of a journey than a destination

4.Blended Finance
Blended finance is a structuring approach that allows organizations with different objectives to invest alongside each other while achieving their own objectives (whether financial return, social impact, or a blend of both). The main investment barriers for private investors addressed by blended finance are (i) high perceived and real risk and (ii) poor returns for the risk relative to comparable investments. Blended finance creates investable opportunities in developing countries which leads to more development impact.

The dashboard & reporting tools will improve the marketing, sales, finace model of the organization.

 

5. Innovative Design Funding
Our business model towards design funding:

  • investment thesis
  • investment company structure
  • co-founders and investment
  • Technical Assistance

The analytics data charts in dashboard & reports will provide current and future goverance of the organization business growth plan.

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