Driving actionable insights for your business and your clients. Generating competitive advantage through our expertise in Data, Technology and Finance.
We distinguish ourselves from other data and analytics teams by combining data and technical capabilities with a deep understanding of asset management finance. Our leaders each have over 20 years experience working with front office investment and asset management teams.
We don’t just understand data, we understand what that data means which in turn results in the solutions we deliver offering true value add and a delivery cycle with less iterations than others.
Practice lead:
Chris Cole | Head of Data & Investment Analytics
Data
– Market Data sourcing
– Data Mapping
– Data integration / ETL/ ELT/ pipelines and orchestration
– Data model design
Solutions / tools
– Business Intelligence and Data Visualisation Dashboards
– OMS data integration for compliance, reporting and portfolio management
– Bespoke development
Project and on-desk support
Reporting
– Client Reporting
– Regulatory Reporting (e.g. SFDR, TCFD,
Luxembourg Regulatory KPIs)
Data and investment analytics
We can assist you at any part of your project journey; from requirements gathering and data analysis through to solution design and build/working with your development teams. In the rapidly evolving data space, we strongly believe in quick delivery and working closely and iteratively with you to deliver early sight solutions, which are both usable and add value, but which also lay the foundations to continue to enrich and build out functionality, incrementally delivering value as we go.
We also provide support to investment, reporting and data teams who require assistance with any data analysis and reporting needs.
Data and Investment Analytics solutions we have delivered for clients
- Asset management data models
- Integration of disparate data sets
- Data transformation
- ABOR and IBOR valuations and analytic merge
- Client reporting
- Internal reporting solutions
- Data Visualisation
- Enterprise-wide vendor data cost reduction analysis
- Data integration to order management systems
- ESG data investment process and reporting data integration including SFDR, sustainability frameworks, net zero frameworks, portfolio screening, company research etc
- Aladdin data modelling (ADX, ADC) and extracts
Solutions to enable your business
Aladdin
Practice
- Enterprise / Risk Implementations
- M&A integration
- Accounting & Performance
- Op Model design + Optimisation
- Risk, Data & Interfaces
- Aladdin Data Cloud
- Aladdin Climate
- Aladdin Wealth
- Health Check
Business
intelligence
Driving actionable insights for your business and your clients. Generating competitive advantage through our expertise in Data, Technology and Finance.
- Data & Investment Analytics
- ESG
- Client Reporting
- Regulatoary Reporting
- Compliance
- Performance
Business
innovation
Bringing to market innovative, value add products and services.
Custom Insight Generation
Data integration, Modelling & Accelerators
POC and prototyping
- Bespoke tooling
Delivering firsts
“Strata have integrated seamlessly into many areas of Newton’s Aladdin implementation project, providing deep subject matter expertise on the system and valuable experience of the challenges and pitfalls learned through their prior implementations.”
“The Strata team are game changers when it comes to data and analytics and have consistently delivered complex and ground-breaking solutions for M&G in true partnership style. From data modelling through to data surfacing and visualisation, they have collaborated and added real value to our front office stakeholders, in turn moving the dial on how we model and report on ESG. Strata's formula of combining deep investments knowledge, internal and vendor data expertise and technical capabilities delivers high impact results, and I would highly recommend them to anyone looking to take their use of data to the next level.”
"Strata have extensive knowledge and expertise on both complex OTC products and the Aladdin system, which they have utilised to great effect. The impact of their strategic approach and dynamic team on the Swiss Re business means we are already seeing a significant return on investment.”
