Workday Prism Analytics for Investment Management
Unlock the power of your firm’s data.
When you can’t afford to miss any opportunity, you need data to power faster, smarter decision-making. Learn how you can integrate your data to drive success for both your firm and your clients.
Investment Management Data Sources
Access critical data, no matter where it’s from.
Workday Prism Analytics empowers HR and finance teams to securely ingest, blend, and transform data from any source with Workday data to support analysis, planning, and custom app building.
Middle office.
- Funds transfer pricing
- Asset liability management
- Capital management
- Balance sheet planning
- Treasury
- Customer/product profitability
- Activity-based costing
- Deferred acquisition cost amortization
Operational systems.
- Trading/asset/fund management
- Clearance and settlements
- Portfolio application
- Facilities/real estate management
- Customer relationship management
HCM systems.
- Provisioning SSO
- Benefits
- Workforce scheduling
- Staffing/freelance
- Contingent worker management
- Help desk
Financial and reporting systems.
- Compliance reporting
- Audit reports
- Tax reporting
- Board reports
- Management reporting
- Risk reporting
Common Investment Management Use Cases
Turn data into actionable insights.
Look back at historical data to move your business forward.
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What correlations and trends will inform future plans, budgets, and forecasts?
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What was our spend (to the penny) by business unit, location, or cost center?
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How can we see revenue by business unit, location, or cost center?
Understand the health of your business with blended metrics.
Profit and loss (P&L) by business unit, location, or cost center.
Budget vs. actual by business unit, location, or cost center.
Spend and revenue analyses by business unit, location, or cost center.
Bring in extended ecosystem data to stay on top of key business questions.
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How can I get visibility into all my cash positions, including investments and FX hedging, in a single view?
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How can we see fixed asset serviceability, remaining life, and economic value, in a single view?
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How do we view the true value of our contracts under management?
Get a complete view of your business with blended metrics.
Cash balance including investments and FX hedging by entity, financial institution, and currency.
Likelihood and impact of failure for fixed assets.
Contract and supplier risk per lifecycle stage.
Blend operational data to keep business running smoothly.
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How do we increase the rate of return for each of our funds?
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Should we grow our head count? How do head count and business growth compare?
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How can we reduce/manage operational expenses?
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Should we reward performance related to fund returns to retain top performers?
Make more effective decisions with blended metrics.
Portfolio profitability.
Targets versus actuals, growth in total AUM, AUM per number of investors.
360-degree customer spend and spend by service provider.
Workforce profile by desired customer base and AUM growth by worker versus industry benchmark.
