Investment Management Use Case

See how investment management companies can use Workday Prism Analytics.

Answer key questions by blending fund, investor, benchmark, Workday data, and much more in your own data hub for finance and HR.

Example of a Workday Prism for investment management analytics dashboard

Questions you can answer.

  • How do we increase the rate of return for each of our funds?
  • Should we grow our head count, and how does growth in head count compare to growth in the business?
  • How do we reduce or manage operational expenses?
  • Should we reward performance related to fund returns to retain top performers?

Data sources you can ingest.

  • Fund accounting system
  • Investor relationship system
  • Compensation benchmarks

Blended metrics you can generate.

  • Portfolio profitability
  • Target vs. actuals growth in total AUM (trending up or down)
  • AUM per number of investors
  • 360-degree customer spend
  • Spend by service provider
  • Workforce profile by desired customer base
  • AUM growth by worker vs. industry benchmark