Social Networks

We use cookies to enhance your experience. By continuing to visit this site you agree to our use of cookies. Learn More

Got it!

Data Analytics Driven Automation

Empowering

Asset Management

Excellence

Delivering automated Investment Risk Solutions

At Calimere Point, we're at the forefront of transforming the landscape of investment risk management. Our client, a prominent Global Asset Management firm with ~$50 billion of Assets under Management (AuM), recognised the need for automation within their Investment Risk function. They turned to us to bring efficiency, reliability, and operational excellence to their investment risk processes.

Why automation matters

Investment risk management is a critical aspect of any Asset Management firm's success. However, for too long, many firms have relied on manual, error-prone processes, often involving inefficient end-user technologies. These methods not only hindered productivity but also raised operational risk concerns. Our client understood that there had to be a better way.

At Calimere Point, we bring a unique blend of risk management expertise and cutting-edge data analytics capabilities to the table. Our mission is to automate and streamline investment risk processes, empowering our clients to make better-informed decisions and mitigate potential risks effectively.

Industry: Financial Services, Asset Management

Challenges

Manual Infrastructure

Much of the infrastructure supporting the Investment Risk team relies on manual processes, posing operational risks and inefficiencies.

High Latency Data Practices

The use of highly manual data practices, such as running reports from different systems and manual adjustments, results in significant latency in the risk assessment process.

Limited Risk Management Data

The latency in acquiring risk management data limits the Investment Risk function's ability to effectively challenge portfolio and senior management teams, hindering its role as a key second line of defence.

Cost Drag

Skilled risk and compliance professionals are dedicating a substantial portion of their time to manual data manipulation, leading to cost inefficiencies and a need for more efficient processes.

Data Solution

Data Analytics and Visualisation - our expertise and innovation

Calimere Point, leveraging our extensive risk management expertise and cutting edge data analytics and visualisation delivery capabilities, revolutionised the Investment Risk function.

Advanced Analytics techniques: Sourcing, cleansing and alignment of disparate data sets

Applying data analytics techniques allowed us to automate the sourcing, cleansing and alignment of disparate data sets. This cleansed data was then passed to a set of complex algorithms to calculate key risk metrics and to expose developing trends for discussion with portfolio and senior management teams across the organisation.
Benefits

Our automated systems not only reduce operational risks but also enhance overall efficiency, saving valuable time and resources.

Elimination of Data latency challenges

We removed all data latency issues allowing the Investment Risk Management team to become an integral part to a strengthened second line of defence.

Successful Implementation of cutting-edge automation

Cutting-edge automation solution delivered on-time and on-budget.

Focused Risk Management through automation

Their experienced Investment Risk team could focus 100% on managing risk rather than wasting huge amounts of their time wrangling data – the benefits of automation delivered.

We understand that one size does not fit all. We work closely with our clients to develop custom automation solutions that align with their unique investment risk needs.

Related Data Solutions

Calimere Point have helped our clients gain value from the data revolution.
Choose your Value Driver

Peter Griffiths

Co-Founder & CEO
Peter is the co-founder and CEO of Calimere Point and has been with the firm since its inception in 2009. Prior to founding Calimere Point he spent the first 15 years of his career in Investment Banking, working within trading, structuring and risk management disciplines across a number of asset classes. Peter has a Masters in Finance from London Business School, a BSc in Economics and Finance from Oxford Brookes University and is a qualified accountant (CIMA qualification).

Dominique Nelson-Esch

Chief Marketing Officer

Dominique is a multi-disciplinary visual designer, communications and brand strategist, with a two-decade journey in collaborating with startups and SMEs. Her portfolio includes consulting for over 100 businesses globally, where she managed branding, design, and digital communications.

Dominique’s extensive background in financial services equips her with a nuanced understanding of our industry landscape, including 14 years in financial services, holding key roles such as Head of Portfolio Risk Audit and Niche Portfolio Management for major Insurers.

In her current role as Chief Marketing Officer (CMO) at Calimere Point, Dominique focuses on strategically positioning and promoting the firm. Her goal is to enhance brand awareness and establish market leadership through innovative marketing strategies that highlight Calimere Point’s expertise in delivering impactful data-driven solutions.