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Fondaco

Fondaco manages fund performance and risk with QlikView

Bedrijfsprofiel

Regio: Italy
Omzet: <$100M
Bedrijfstak: Securities & Investments
Functie: Executive, Finance

“The primary benefit provided by QlikView is its flexibility and the ability to consistently manage very diverse types of information intended for different users. This makes it possible to share, update, and develop a single platform common to different parts of the company, from Upper Management to Risk Management to Middle Office.” Giulio Casuccio, Head of Quantitative Management, and Research, Fondaco SGR

Background

  • Leading independent money management company
  • Mutual investment funds are intended for qualified investors
  • Created in 2002 by the Fondazione Compagnia di San Paolo (40%), Fondazione Cassa di Risparmio di Padova e Rovigo (23.37%), Fondazione Cassa di
  • Risparmio di Bologna (16.63%), and Ersel Finanziaria SpA (20%)
  • Headquartered in Turin, Italy

Challenges

  • Optimize the process of analyzing financial data on managed funds and funds under management
  • Automate the process of creating reports for top management
  • Improve the overall quality of the analyses and reports produced

Solution

  • Deployed QlikView to a handful of users across top management, the board, fund managers and finance:
  • Executive Analysis: Assess via dashboards and monthly reports key financial metrics across funds, performance, deviations, and risk
  • Financial Analysis: Provides dashboards and ad-hoc analysis; Analysis of funds and their composition; Analysis of deviation between funds and their benchmarks; Analysis of ex-post performance and risk indicators; Analysis of ex-ante risk indicators
  • Rapid implementation in less than a few days

Benefits

  • Provided an easy and flexible data analysis approach
  • The process of monthly reporting was completely automated with considerable time savings
  • Enabled Fondaco to achieve complete control over its financial process by using QlikView in conjunction with the Definio system

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