Client Overview

An asset manager embarked on the launch of two pioneering publicly-traded long-only ETFs, targeting global and U.S. market segments.

The Challenge

The client aimed to establish a robust infrastructure to support their latest business line. The portfolio manager emphasized the need for a user-friendly system capable of portfolio rebalancing and modeling. Simultaneously, the CFO stressed the importance of an integrated workflow spanning from the front to the back office. Additionally, the client sought a scalable reporting platform enabling advanced reporting features beyond standard reporting.

The Solution

After thorough evaluations of leading providers, the client chose Nirvana for its comprehensive suite of solutions:

Integrated Platform: Nirvana offered an integrated PMS, OMS, data reconciliation, and portfolio accounting platform, addressing the diverse needs of the client's operations.

Robust Reporting: Nirvana's reporting platform facilitated real-time access to performance data and reports for the client's Sales and Investor Relations teams. Its user-friendly interface allowed for advanced reporting features, including performance contribution analysis, ensuring comprehensive insights for decision-making.

Outcome

By partnering with Nirvana, the asset manager successfully launched their funds with efficiency and agility. Nirvana's solutions enabled them to achieve a competitive price point while establishing a scalable infrastructure for future growth. With streamlined operations and advanced reporting capabilities, the asset manager positioned themselves for success in the dynamic landscape of asset management.