Cervello Asset Management Business Analytics – CAMBA

Automate portfolio asset and business performance reporting with CAMBA today!

Asset Management firms struggle with lack of data availability, standardization, and manual effort required to generate performance and profitability reports, leading to a lack of true visibility of end-to-end reporting and analytics – from inflows to profitability.

Multiple constituents including sales, marketing, external consultants, finance, and executives are also in need of asset and performance information to make critical business decisions to drive profitability based on AUM. They need to see analytical profitability models with assets, revenue and overhead costs fully allocated across the functions of the organization including Portfolio Management, Distribution Channel, Products, and Clients.

With many years of experience helping Asset Managers succeed, we developed the Cervello Asset Management Business Analytics Solution – CAMBA to address business needs specific to Asset Management firms including reporting of sales, assets, clients, products, cross-sell metrics, revenue and profitability.

CAMBA answers the top questions Asset Management firms struggle with:

  • How profitable is each investment product?
  • Who are the most profitable clients and how do you grow the profitability of other accounts?
  • How do you ensure that assets, revenue, and expenses are correctly viewed across portfolios to accurately answer these profitability questions?
  • Who is selling (sales team) and who is buying (client data)?
  • What is being bought (investment products) and how is it being bought (cross-sell metrics)?
  • What revenue is being generated?

CAMBA offers powerful reporting in real-time analytic environments and is delivered through Oracle/Hyperion or Software as a Service (SaaS) platforms. It contains a common business taxonomy, a comprehensive data model, example metrics, and report/dashboard templates. It is implemented using rapid iterations so time to value is minimized.

For more information on CAMBA, contact us at Client@MyCervello.com.