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Investment Performance Insights

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Case Study

Driving Better Decisions Through Data

This case study highlights how Amesium Analytics transforms raw data into meaningful insights that support smarter business decisions. By analysing challenges, implementing tailored data solutions, and delivering clear outcomes, we help organisations improve efficiency, strengthen operations, and achieve measurable growth.

Investment Performance Insights

Automating portfolio reporting and enabling real-time investment analytics with Azure and Power BI.

Client

  • UK Investment Management Firm

Duration

  • 8 Weeks

Team Package

  • Starter Package (2-Person Team)

INTRODUCTION

A mid-sized investment firm relied heavily on Excel-based reporting for portfolio performance, risk exposure, and client reporting. These manual processes caused delays, inconsistencies, and limited visibility for investment managers. The firm needed a reliable Azure-powered analytics solution to automate reporting and improve real-time insights.

THE CHALLENGE

The firm operated across multiple portfolios and asset classes, but their reporting process had major limitations:

  • Manual spreadsheets causing frequent errors
  • No real-time visibility of portfolio performance
  • Difficult compliance and regulatory reporting
  • Slow monthly and quarterly reporting cycles
  • No unified analytics platform for investment managers

They required an automated, accurate, and secure reporting environment.

THE SOLUTION

We implemented a modern Azure analytics solution to automate ingestion, modelling, and reporting for all portfolios.

  • Azure Synapse-based portfolio performance model
  • Automated daily ETL pipeline using Azure Data Factory
  • Integration of market data, client data, and performance metrics
  • Power BI dashboards for performance, exposure, and risk metrics
  • Automated FCA-aligned reporting templates

This eliminated manual work and delivered consistent, real-time insights.

OUR APPROACH (4 Steps)

1. Portfolio Data Assessment

Reviewed existing Excel models, data extracts, and market data feeds.

2. Azure Architecture Setup

Built a secure Synapse + Data Factory environment for automated data processing.

3. Automated Data Pipelines

Developed daily ingestion processes for portfolio, transaction, and pricing datasets.

4. Dashboard Development & Hand-over

Created Power BI dashboards for investment teams and delivered documentation + training.

OUT RESULTS

The investment firm experienced immediate improvements:

  • Real-time portfolio visibility across all asset classes

  • 55% reduction in manual reporting work

  • Automated FCA-aligned regulatory reporting

  • Faster performance insights for investment managers

  • Improved accuracy and reduced data errors

TECHNOLOGIES USED

    • Azure Synapse Analytics

    • Azure Data Factory

    • Power BI

    • Azure SQL

    • SQL Server

    • Market Data Feed Integrations

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