About the Client

A global asset management firm, with $146B in AUM, with a broad range of actively managed strategies diversified by market capitalization, region, and investment style.

Key Takeaways

• 20+ years of business logic updated, Including 51 custom attributes
• 5 FactSet Standard Datafeeds implemented in Snowflake
• Migrated calculations from FactSet to push the business logic layer into Snowflake

This global asset management firm has multiple autonomous investment teams that manage a wide variety of strategies. The investment teams operate independently with a centralized technology team maintaining the firm’s data processes, internal research applications, and firm-wide reporting. Historically, the technology team leveraged the available automation tools at their disposal to build processes to support the business. As the firm grew, the demand for more data, faster integration of new sources, and additional reports accompanied their success. Over 20 years, those original processes were augmented and adjusted which added layers of complexity and made any incremental improvements risky and difficult.

Continuus helped establish a data governance council and transparent processes to empower business users to work with and request access to any data they need in a fluid and timely fashion. Ultimately, we’ve helped them create the data mesh that’s needed at an asset management firm with multiple strategies.