Asset Management · Illustrative engagement
From shelfware to a catalogue analysts rely on
A platform health check and adoption programme revived a stalled catalogue investment and connected it to investment data products.
- Client
- A global asset manager
- Region
- North America
- Disciplines
- Data Catalogue & Metadata, Tools & Platforms, Stakeholder Engagement
The situation
Two years after purchase, the firm's catalogue contained millions of harvested assets but fewer than 60 monthly active users, and the licence renewal was in question.
Investment, risk and client reporting teams each maintained their own definitions of core measures such as AUM and performance.
Our approach
- Ran a four-week health check covering configuration, content quality, integrations and licence utilisation.
- Rebuilt the metamodel around investment data domains and curated the 300 most-searched business terms with named owners.
- Published certified data products for holdings, transactions and benchmarks, with quality indicators visible in the marketplace.
- Embedded catalogue links in the BI platform and launched a champion network across eight teams.
Results
increase in monthly active catalogue users within nine months
licence cost reduction from right-sizing unused modules
agreed definition of AUM across investment, risk and reporting
More case studies
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- Rationalising data policy across a public body
Case studies describe representative engagements. Client names, figures and identifying details are anonymised.
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