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.)
Download the case study to learn why Board of Pensions chose Dynamo.