Driving AUM growth with 50% increase in coverage initiation for a top AM, along with more thematic publications

The global asset manager (AM) wanted to optimise their proprietary methodology to identify and accommodate high-quality, standardised economic data to enable better decision-making and scalable quantitative strategies.

• Data inconsistency: Lack of standardized data led to unreliable results and made it challenging to compare companies across sectors and regions
• Regulatory and ESG variability: Inconsistent application of changing regulatory, accounting and ESG standards skewed model outputs
• Limited scalability: Insufficient internal research capacity restricted expansion to new markets or a broader stock universe
• Validation issues: Difficulty in demonstrating the model’s economic valuations to stakeholders undermined trust
• Barriers to insight-driven publications: Fragmented data sources and manual synthesis acted as barriers to market scalability

• Consistent data foundation: Financial statements were standardised into a unified format, providing reliable input for quantitative models
• Supporting research expansion: Designed scalable and automated workflows that enhanced research capabilities driving AUM growth
• Adaptive valuation framework: Incorporation of the evolving ESG and accounting standards preserved relevance of the economic model
• Proprietary research insights: Produced new publications on value strategies and market dynamics by using the enhanced database