WHOLE PORTFOLIO SOLUTION – BLACKROCK TRUSTED IMPLEMENTATION PARTNER
Whole Portfolio Solution, Aladdin & eFront
BlackRock’s Whole Portfolio Solution (WPS) integrates data and process between eFront Invest and Aladdin Enterprise, creating a platform to manage both public and private market investments. This synchronisation provides a consolidated view of IBOR, streamlines and standardises process and helps clients asses risk and performance in totality.
Why Clients Implement Whole Portfolio Solution
- Whole Portfolio Solution (WPS) provides a consolidated view of both public and private assets and transactions, with enhanced reporting including:
- IBOR driven reporting across the combined public and private market portfolios.
- Risk assessment for improved reporting on economic and cash flow risks across the portfolio.
- Performance evaluation and look-through to underlying assets.
- Compliance aligned with evolving regulations with integrated reporting capabilities.
- WPS enables improved data quality, consistency and access whilst reducing siloed data and cumbersome data reconciliation requirements.
- It enhances the ability to make informed allocation decisions based on realtime data across diverse asset classes.
- Operational efficiency gains from streamlining and standardising processes by reducing reliance on multiple systems, individual team knowledge and data silos.
- Scalability to support growth through acquisitions or the launch of new funds and products.
- Technology modernisation and future-proofing to replace outdated legacy systems with a modern, integrated platform.
Strata's expertise drives results
Tried and Tested Whole Portfolio Solution approach – Our team has extensive experience of delivering eFront and Aladdin services for Private and Public markets. We bring a tried and tested project approach that will ensure a successful delivery, on time, and to budget.
Industry practitioners – Our team is made up of hands-on eFront/Industry practitioners, coupling alternative fund expertise with vast system and data knowhow, allowing us to solve any issues that occur in a timely and safe manner.
Flexible Team – Adaptable support to meet changing project or resource needs to provide eFront or Aladdin experts, with real business knowledge.
Cost Efficient – As a privately owned business with streamlined operations, we focus resources where they matter most: delivery expertise, measurable outcomes, and practical change. While we remain deliberately agile, our growth and capability extends across global markets.
Trusted BlackRock Partner – Our team delivers expertise not only to asset managers and asset owners, but also directly to BlackRock, both as recommended specialists and as trusted partners on client engagements. Over the past two decades, we have partnered with BlackRock across a wide range of projects worldwide.
Typical Outcomes We Deliver
Project Success – a solution aligned to your business requirements and operating model, using a collaborative and de-risked approach achieved to plan and budget.
Process efficiency – optimised and scalable workflows, reducing manual intervention, workarounds and need for large operations teams.
Enhanced data management – data quality improvements with enhanced data controls and reduced processes to create and maintain data. Reduced data integrations and duplicated data sets.
Streamlined Integration – robust and future-proven integrations to connect the technology stack and data sources to meet quality assurance and processe efficiency targets.
Business Confidence – training and knowledge transfer to ensure business users understand and own the platform and proceses within.
LET’S GET STARTED
Contact us to find out more about the benefits of the Whole Portfolio Solution
Success Stories
Testimonial - Aegon Asset Management
Strata supported Aegon Asset Management’s BlackRock Aladdin transformation journey.
Strata helped us to design an optimal operating model and followed through with execution, testing and go-live activities.
Their proficiency in grasping the macro perspective, but also being able to drive execution at a micro level with a diverse set of stakeholders was evident and helped to ensure best-practice utilisation of the Aladdin platform.
ANGEL PAYNE
Aladdin Transformation Lead
Testimonial - Resolution Life
I wholeheartedly recommend Strata to anyone seekeing specialist investment data consulting services.
Their professionalism, innovative approach, and proven results make them a standout choice in this space. Their dedication to understanding our needs and delivering tailored solutions has set them apart in the consulting landscape. Additionally, the collaborative approach they take fosters a seamless and productive working relationship, making every interaction both enjoyable and highly effective.
JON ALLEN
Head of Investment Planning and Controls
Testimonial - M & G
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.
DION KRAANEN
Director of Analytics
Testimonial - Newton Asset Management
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.
John Snow
CTO
Testimonial - Swiss Re
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.
DIRK WIGGER
Deputy Head, AM COO Strategic Solutions
