Providing Transparency for Investors

AdventGeneva SQLServer SSRS
$1.8 Billion Long/Short Fund used Advent Geneva for internal position and accounting data. In order to provide transparency to investors, Signalbase worked with the firm's Investor Relation and Ops team to design and build a customized data warehousing solution to serve as the source for investor analytics reporting.

At its core, the warehouse was a static, summarized record of the Geneva position and performance data. But more importantly, it enabled a vast amount of customization and calculation to empower the investor relations team to fulfill ad-hoc requests made by existing and prospective investors. The IR team used to prepare reports from excel exports of Geneva reports, spending a lot of time on the most basic versions of them. Once the reporting tool was built, the team was able to shift their priorities to answering specific questions that would lead to a more efficient capital raising process.

 

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Adam Alesandro

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