Conceptual review and further development of the existing portfolio management system to improve manageability, transparency, and regulatory compliance.
The scope of services included, in particular,
- Analysis of the existing system landscape as well as the business and regulatory requirements in portfolio management
- Identification of opportunities for optimization in data structure, reporting logic, and key performance indicators
- Development of a target concept for an integrated portfolio management system in accordance with KAGB requirements
- Further development of KPIs, management, and reporting structures to improve portfolio analysis
- Coordinating technical requirements with internal stakeholders (including fund management, risk management, and controlling)
- Assistance in translating functional requirements into technical specifications
- Supporting implementation and ensuring consistency between the system, processes, and reporting
As a result, a solid foundation was established for more efficient, transparent, and regulatory-compliant portfolio management.
