Empowering a Multi-Billion Dollar Family Office with Scalable Analytics and Clean Data

Overview
A Multi-Billion-Dollar family office with highly sophisticated needs was grappling with fragmented systems and unreliable data. Their biggest challenge was analytics—from strategy-level tagging and benchmark-relative attribution to advanced risk analytics and sector performance—all powered by a combination of in-house and vendor solutions. Adding to the complexity, their fund administrator, despite being a market leader, was unable to deliver timely and accurate consolidated data, leading to heavy manual intervention and increased risk of errors.

The Challenge

• Complex tagging and attribution requirements across strategies, analysts, and sectors
  
  
• Advanced performance and risk analytics requiring a clean, consolidated data foundation
  
  
• Inaccurate and delayed reporting from their admin partner
  
  
• Manual processes prone to error, draining internal resources
  
  
• A need for a scalable, long-term solution that could grow with their AUM and operational complexity

The Nirvāna Approach
Nirvana tackled the root of the problem — data integrity. We began by establishing a shadow NAV process to clean, reconcile, and validate all historical and daily data. A robust data framework was then designed, aligning with the client’s custom tagging and reporting needs.

Key steps included:

• Comprehensive data cleansing and reconciliation to build a reliable foundation
  
  
• Implementation of a custom tagging schema mapped to strategies, analysts, and sector exposure
  
  
• Design of interactive analytics dashboards with custom indices, performance attribution, and risk views
  
  
• Stakeholder-specific outputs that aligned with exact presentation, timing, and delivery expectations

The Results

• A clean, scalable data infrastructure enabling high-quality, error-free analytics
  
  
• Manual workflows eliminated, freeing up internal resources
  
  
• Timely, accurate reports aligned with executive needs and decision-making timelines
  
  
• A trusted long-term tech partner as the family office continues to grow