PRISM
Led a team to build Portfolio Risk Information System Management (PRISM), a global investment management platform that connects information, people and technology required to manage money in real time. It covered the full investment process across asset classes, including:
- A single view of truth, updated in real time
- Institutionalized business processes
- Constituent level benchmark data and security analytics
- Ability to analyze risk across multiple dimensions
- Industry leading level of automation for portfolio compliance
- Integration with trading networks
- Straight Through Processing, including integration with brokers and custodians via SWIFT and FIX
- GIPS performance reporting and performance attribution
Benefits included:
- Improved collaboration across the globe 🌐
- Dramatically lower costs due to compliance exceptions and scalability through automation 💰
- Elevated reputation around portfolio compliance and risk management
- Enhanced trade execution experience and lowered settlement risks 😃