Unlocking Data-Driven Insights: Helping a Global Asset Manager Enhance Investment Decisions

A leading global asset manager sought to enhance the workflows of their equity investment team by integrating more effective data solutions. 

The Challenge:

Overcoming data silos and inefficiencies

Their key challenges included:

• Time-consuming processes slow down investment decision-making.
• Fragmented and disparate systems create inefficiencies in accessing and utilising data.
• Limited accessibility to key data insights, resulting in difficulties in extracting value from existing datasets.

The Solution:

Rapid prototyping and data innovation

QuantSpark implemented a structured, high-impact approach to unlocking the potential of the asset manager’s data, including:

1. Initial data and use case exploration

QuantSpark conducted an in-depth exploratory analysis and facilitated workshops with the client’s team. These sessions helped map the existing data ecosystem and uncover key opportunity areas for improvement.

2. Ideation workshop and hackathon

To drive innovation, QuantSpark hosted a one-day hackathon involving cross-functional client teams. This collaborative event:

• Brought together investment professionals, data analysts, and technology teams.
• Identified and prioritised high-value problems in their data landscape.
• Generated and refined solution concepts aligned with business objectives.
  
  

3. Rapid prototyping for immediate impact

A key differentiator of QuantSpark’s approach was its ability to develop three Proof-of-Concepts (POCs) within a single day, including:

• A centralised web application providing seamless access to high-level company data.
• Sentiment analysis of voting sessions to capture market sentiment and enhance investment strategies.
• AI-generated automatic summaries and contrary viewpoints to challenge and refine investment cases.
  
  

The Results:

Driving business impact through data readiness

The collaboration delivered tangible value, equipping the asset manager with:

• Three POCs developed in one day, with two earmarked for further development.
• Enhanced insights from integrating previously fragmented data sources.
• A foundation for future innovation, enabling rapid experimentation and data-driven decision-making.

Through this engagement, QuantSpark empowered the asset manager to accelerate their digital transformation, making investment workflows more efficient, insightful, and scalable.