College of the Holy Cross Case Study
A testimonial from a university investment office
As a team of 4, the College of the Holy Cross investment team finds each member wearing multiple hats. To streamline and automate operations, the team needed a system that could consolidate research management, document storage, and portfolio analytics from existing disparate platforms. The team needed a system that was:
- Tailored to allocators’ investment processes
- Highly configurable
- Comprehensive in supporting front- and back-office needs
- Focused on ease of data entry and integration
Download our case study to learn why the College of the Holy Cross chose Dynamo to centralize its research and portfolio management processes.