Case Study: Board of Pensions

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Board of Pensions Case Study

A testimonial from a non-profit agency

The Board of Pensions investment team managed its almost $10 billion portfolio through a combination of Excel spreadsheets, Outlook, and shared network drives. Without a central repository for storing notes, documents, and financials, the investment team struggled to keep data organized, leading to challenges including:

  • Lack of transparency into communications
  • Inconsistent naming conventions and structure to files
  • Time-consuming and manual reporting processes
  • Limited ability to easily see top portfolio exposures (sectors, currencies, etc.)

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