Challenges
- Large number of investment programs, asset allocation models and heterogenous asset classifcation systems
- Lack of a common standardized present day view of security classification and asset allocation for clients across programs
- Legacy security data repositories and classification rules
- Need for a present day rules engine and data repository that will service legacy, present an future state asset classification frameworks
- Next to support single and multi-asset classifications using look through fund data from Morningstar
- Need a centralized hub to support heterogenous systems , to distribute classification results, and to connect security classification results and asset allocation models
Benefits
- Built a fully functional multi-asset rules engine within two months of engagement
- Jump started single asset and multi-asset rules definition
- Defined a solid foundation of wireframes for the entire application
- Collaboration with several teams and stakeholders utilizing project methodologies and tools including Agile, Confluence etc