# Automating an ESG asset manager's annual portfolio investment review

> An ESG-focused asset manager · Financial Services

An ESG-focused asset manager cut its annual portfolio investment review from 40 days to one through an automated data pipeline and interactive dashboards.

## At a glance

- **39 days** FTE days saved annually
- Engagement: 4 months

## What was the problem?

An ESG-focused asset manager with 10 billion dollars under management ran a labour-intensive, error-prone annual portfolio investment review. Analysts manually gathered data from disparate systems, copied it into spreadsheet templates, ran quality assurance and built static slide reports over a two-week effort involving several team members, creating key-person risk. The static outputs limited interactivity and the ability to derive insight.

## What did QuantSpark do?

QuantSpark built an automated data pipeline in Python and SQL to extract and transform data from the disparate market-data and custodian systems, feeding an interactive business-intelligence dashboard with around 100 visuals. The dashboard supported drill-downs, slicers and filters, and multi-level performance and attribution analysis. It was built by a two-person team over four months with iterative quality assurance and stakeholder feedback, laying a scalable foundation for further analytics.

## What changed?

Cut the annual review deck from 40 FTE days to one, an annual saving of 39 FTE days, and enabled a move from annual to monthly reporting. Interactive, on-demand dashboards improved data accuracy and decision-making and reduced reliance on specialist analysts.

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Canonical page: https://quantspark.ai/case-studies/automating-esg-portfolio-investment-review-dashboards
More about QuantSpark: https://quantspark.ai/llms.txt