Top use cases for investment management.

Simplifying financial reporting and analytics.

Investment data models/financial data warehouse.

Investment data management means bringing investment, client, financial, and operational data into one model so reporting and analysis stay consistent across the front and back office. At Workday, we support this with the Workday Foundation Data Model (FDM), Workday Financial Management, Workday Accounting Center, and Workday Prism Analytics.

Build investment data models and financial data warehouses by leveraging Workday's Foundation Data Model (FDM). With Workday, you can:

• Integrate data from various sources, including investment management applications, client data, and other relevant systems. Workday Accounting Center brings high-volume transactions from external systems into Workday and transforms those business events into journal entries, so investment data integration happens in the same place as your accounting.

• Support financial, operational, and business data management. Investment management firms can bring financial and operational data together in one intelligent data core with Workday Prism Analytics, giving finance teams a single place to govern and report on both.

• Create data models with elements such as investment instruments, transactions, and portfolio data. Workday Prism Analytics holds that detail in datasets you can report on alongside your ledger balances, with full data lineage back to the source transactions for audit.

Fee, AUM, NAV analytics.

Investment management analytics in Workday bring fee, AUM, and NAV data together with your general ledger so finance teams can reconcile, report, and act on one source of truth. Here is how investment managers use Workday Financial Management and Workday Prism Analytics to handle complex calculations.

Manage complex investment calculations with Workday:

• Integrate across financial data and fund systems for seamless data flow to perform Fee/AUM/NAV reconciliations. With Workday Financial Management, you can integrate, enrich, and create accounting entries from external fund accounting data with transparency at every step, so fee, AUM, and NAV reconciliations start from one governed source rather than spreadsheet extracts.

• P&L management to connect financial performance to business strategy. Because Workday captures business dimensions at the point of transaction, investment managers can analyze P&L against budget alongside operational data by fund, strategy, or client without waiting for a batch report.

• AI tools power calculation-related processes, such as journal entry monitoring and variance resolution, streamlining workflows. Our AI agents take on the operational side of record to report, surfacing journal entry exceptions and variances for your accountants to review instead of leaving them to recheck every calculation.

• Build data marts for specific reporting needs. Workday Prism Analytics for investment management lets finance teams blend external fund accounting and operational data with Workday data to build data marts for compliance and audit reporting.

Investment management regulatory reporting.

Investment management regulatory reporting depends on accurate data drawn from accounting, portfolio, and HR systems that often sit in separate places. Workday Financial Management keeps that data on one platform, so your finance team spends less time assembling figures and more time reviewing them.

Save time on report creation, reduce the cost of data collection, and create reports with deeper insights. With Workday, you can:

• Streamline reporting workflows. Finance teams can move each regulatory report from data pull to review and sign-off in one system, with reliable and auditable data behind every figure.

• Automate data collection, report generation, and review processes. Investment management firms can blend data from third-party and legacy systems with Workday data for compliance and audit reporting instead of collecting it by hand from each source.

• Adapt to evolving regulatory requirements. Audit, compliance, and internal controls are embedded in the Workday platform, so investment management firms can stay in compliance as rules change across jurisdictions without bolting on separate tools.

ESG reporting.

Investment management ESG reporting draws on data that rarely lives in one place: employee demographics in HR, energy consumption in facilities records, and sustainability metrics from suppliers and portfolio entities. Workday brings that data together so your firm can build ESG initiatives and report on them from a single, trusted source. Workday Prism Analytics lets investment management firms blend external and third-party data with the trusted data already in Workday, so energy and emissions figures sit alongside your HR and finance data.

With Workday, you can:

• Meet new disclosure requirements. Workday holds employee and supplier data, two key inputs to ESG reporting and compliance, in one controlled system, so your firm can prepare for evolving ESG disclosure requirements from governed data rather than manually reconciled exports.

• Understand supplier and entity sustainability. As your source of truth for supplier data, Workday makes it easier to source and track supplier sustainability data and store emissions actuals across all three GHG scopes, so you can assess the suppliers and portfolio entities your firm relies on.

• Enhance stakeholder transparency. When HR, finance, and sustainability teams work from the same data, your firm can report ESG progress to investors, clients, and regulators with figures that trace back to a single system of record.

Investor reporting.

Investor reporting is how investment managers demonstrate accountability to the people whose capital they manage, and it suffers when finance teams assemble reports from spreadsheets and disconnected systems. Workday Financial Management brings accounting, analytics, and reporting together in one system so your investor reports are faster to produce and easier to trust.

Report faster and with more transparency to drive reputation and investor sentiment. With Workday, you can:

• Provide dimensional analysis for reporting and analysis. Workday tags every transaction with dimensions such as fund, legal entity, or cost center, so investment managers can analyze and report on performance from any angle in the same system where the accounting lives.

• Drill down to source transactions for complete transparency and detailed analysis. Because analytics, transactions, and reporting share one data set, you and your investors can trace any figure in a report back to the source transaction rather than reconciling exports.

• Eliminate manual, error-prone processes and confidently provide investors with transparent information. With reporting automated on a single set of live accounting data, your finance team spends less time consolidating spreadsheets and investors receive consistent, accurate numbers on schedule.

Management reporting and KPIs.

Investment management reporting works best when front-office, operations, and back-office data flow into accounting automatically, so finance teams report from one trusted source instead of stitching together spreadsheets. Investment managers use Workday to connect front-office, operations, and back-office data and deliver management reports and KPIs faster.

Bring front-office systems, operations, and the back office together to automate the transformation of business events into accounting, save time on report preparation, and make decisions faster. With Workday, you can:

• Ensure accurate reports with a rich source of truth. Workday Accounting Center transforms business events into detailed accounting with full data lineage back to the source transaction, so investment managers report from a single source of data rather than reconciling between systems.

• Deliver data to leadership. Finance teams can distribute investment management KPIs and management reports to decision makers through dashboards and scorecards, with the ability to explore results by line of business, product, or region.

• Make processes more efficient. Automated accounting for investment firms reduces the number of data feeds and manual reconciliations, so accounting teams using Workday Financial Management spend less time on transaction processing and more time on analysis.

Exit readiness and diligence support.

At exit, a buyer's diligence team tests whether the numbers hold up, and every unexplained figure costs time or price. A portfolio company running on one system with a complete audit trail can answer diligence questions from records that already exist rather than reconstructing them under deadline.

Go into diligence with the numbers already supported. With Workday, you can:

• Support every figure on request. Transaction-level detail with full data lineage means the company can trace a reported number back to the underlying entries without a special exercise.
• Show a clean control environment. Always-on audit records approvals and changes as they happen, so the control story a buyer asks about is evidenced rather than described.
• Produce historical reporting consistently. Because reporting draws on one governed source, multi-year trends can be produced on a consistent basis rather than assembled from different systems and definitions.

Portfolio and property performance reporting.

Net operating income, occupancy-driven revenue, and operating cost all move at the property level, but decisions get made on the portfolio. Workday brings property, entity, and financial data into one reporting foundation so asset management and finance work from the same numbers.

See performance by asset and across the portfolio. With Workday, you can:

• Report by property, fund, and region. Workday tags every transaction with dimensions such as property, fund, or entity, so teams can analyze NOI and operating performance from any angle without rebuilding reports.
• Blend external property data with your financials. Workday Prism Analytics lets real estate firms combine data from property management and other operational systems with the trusted data already in Workday.
• Give asset managers self-service reporting. Prebuilt and self-service dashboards let asset and portfolio teams explore performance without waiting on a reporting request.

REIT and investor reporting.

REITs and real estate investment managers report to public shareholders, limited partners, lenders, and joint venture partners, each on a different calendar and format. Workday Financial Management brings accounting, analytics, and reporting together so those packages are faster to produce and easier to stand behind.

Report faster and with more transparency. With Workday, you can:

• Produce reporting from one source. Because accounting and reporting share one system, investor and lender packages draw on the same governed data rather than assembled spreadsheets.
• Report at the level each audience needs. Dimensional tagging lets finance report by fund, venture, property, or consolidated entity without maintaining a separate model for each audience.
• Support the numbers on request. Always-on audit capability records approvals and changes as they happen, so questions from auditors, lenders, or partners are answered from evidence that already exists.

Continuous planning for agility.

Balance sheet and margin planning.

Investment management balance sheet planning in Workday Adaptive Planning gives finance teams one model for margin planning, forecasting, and scenario planning across the management company and its entities. Instead of rebuilding spreadsheets each time markets move, you can plan continuously from the same entity-level financial data.

Update planning models faster, save on data collection costs, and speed up decision-making. With Workday, you can:

• Access management company and entity-level details. Finance teams at investment firms can plan against management company reporting and entity-level financial data in a single planning and consolidation model, rather than collecting figures from each entity by hand.

• Continuously re-calibrate based on market conditions. Investment managers can rerun scenarios and roll forecasts forward as conditions change, as investment firm AGF did with frequent rolling forecasts to sharpen decision-making.

• Automate forecasting and sophisticated balance sheet planning. Workday Adaptive Planning models integrated P&L, balance sheet, and cash flow statements with driver-based logic, so forecasts update automatically instead of through manual spreadsheet rework.

Fund modeling, planning, and performance.

Investment management firms use Workday Adaptive Planning for fund modeling and planning that brings entity-level financial planning, budgeting and forecasting, and performance analysis into one place. Gain a holistic view across entities/instruments for scenario modeling, budgeting, forecasting, and variance analyses. With Workday, you can:

• Easily monitor entity and management company performance. Investment firm AGF deepened its reporting and forecasting of key performance indicators with Workday Adaptive Planning, using visual analytics to identify trends across its operations.

• Allocate costs to individual entities. Fund cost allocation lets your finance team distribute management company expenses to each fund or entity, so entity-level performance reflects the costs that entity actually carries.

• Model the impact of market changes. Fund scenario modeling in Workday Adaptive Planning lets you run what-if scenarios on market shifts and see how they would affect fund performance before you commit to a plan.

Non-interest expense/efficiency ratio planning.

Non-interest expense planning is how investment management firms keep operating costs and efficiency ratios in line with revenue as markets and assets under management shift. Workday Adaptive Planning gives your finance team one connected place to budget, forecast, and analyze those expenses against actual results.

Improve cost control, reduce planning cycle times, enhance operational efficiency, and make better decisions faster. With Workday, you can:

• Attain better profitability management. Model expenses and margins by business line, fund, or region so your finance team can see where costs erode returns and redirect spend to higher-margin activities.

• Plan for non-interest expenses. Budget compensation, technology, occupancy, and vendor costs in enough detail that cost owners across the firm can plan, forecast, and report on costs at a detailed level and understand their impact on the efficiency ratio.

• Frequently update forecasts. Replace a once-a-year budget with rolling expense forecasts and scenario planning for market swings or fee changes.

• Reconcile plans versus actuals. Bring actuals from Workday Financial Management or your general ledger into the same model as your plan, so plan-versus-actual analysis and variance explanations happen in one place instead of in exported spreadsheets.

Assets under Management planning and forecasting.

Investment management planning and forecasting in Workday Adaptive Planning gives asset managers one place to aggregate data across funds and create transparent assets under management (AUM) forecasts faster. With Workday, you can:

• Plan and forecast at the instrument and fund level. Fund-level forecasting lets investment managers build AUM projections from individual instruments up to the fund and firm view, instead of reconciling separate spreadsheets across teams.

• Consider source allocation, fee structure, and strategic planning. Investment firms can model how source allocations and fee structures affect revenue across funds, then test strategic scenarios as markets shift.

• Measure and model fund flows and returns. Fund-flow modeling and investment return forecasting draw on the same aggregated data, so you can compare actuals to plan and recalibrate with AI-powered predictive forecasting.

Workforce planning.

Investment management workforce planning works best when HR and finance plan from the same headcount, skills, and cost data, so staffing decisions follow your firm's strategy rather than trail it. Workday Adaptive Planning and Workday HCM bring organizational modeling, headcount planning and budgeting, and talent supply and demand together in one platform for investment management firms.

Align workforce strategy with your firm's overall business strategy. With Workday, you can:

• Plan for your workforce needs with organizational modeling. Workforce planners and HR business partners can build multiple what-if scenarios to restructure hierarchies and move positions in a sandbox and see the impact on headcount and FTE before anything touches live HCM data.

• Understand your headcount via the planning and budgeting process. Because Workday Adaptive Planning brings HR, finance, and operations data together, asset managers can model headcount costs alongside the financial plan instead of reconciling separate spreadsheets.

• Understand your talent and demand. Identify your firm's talent needs and gaps, plan scenarios for how best to fill them, and publish approved hiring plans to Workday HCM so recruiting teams can act on them.

Fund portfolio planning.

Fund portfolio planning with Workday Adaptive Planning gives investment management firms a single place to model portfolio revenue, forecast fund flows, and adjust plans as markets shift.

Deliver robust revenue modeling, derive deeper insights, and make decisions faster. With Workday, you can:

• Plan for market changes and fund flows. With scenario planning for shifting markets and fund flows, investment managers can bring actuals into the plan automatically and keep forecasts aligned with current conditions.

• Manage growth through activities such as seamless consolidated reporting, expense allocation, billbacks, and rolling estimates. Automated financial planning handles rolling forecasts, expense allocations, and billbacks in one place, so your finance team spends less time reconciling numbers across funds and more time advising on growth.

• Remove manual planning processes. Trilogy Funds moved its cash flow forecasting out of spreadsheets and into Adaptive Planning, giving portfolio managers deeper insight into their loan portfolios in a fraction of the time.

Growth without proportional G&A.

The common value creation thesis is revenue growth without a matching increase in back-office cost. That only holds if leadership can see where G&A actually scales with volume and where it does not. Workday Adaptive Planning lets a portfolio company model headcount and operating cost against growth, then hold the plan as the business scales.

Grow the business without growing overhead at the same rate. With Workday, you can:

• Model headcount and cost against growth drivers. Workday Adaptive Planning connects workforce plans to operating expense, so leadership sees which functions scale with volume and which should not.
• Test the plan under different growth cases. Scenario modeling compares hiring and cost paths under faster or slower growth, so decisions are made against modeled outcomes rather than a single budget.
• Track the thesis through the hold period. Because plans and actuals share one system, performance against the value creation plan is visible each period rather than at year end.

Development and capital project planning

Development and capital projects run for years, draw on committed capital, and change as construction progresses. Workday Adaptive Planning lets real estate finance teams plan the pipeline, track spend against budget, and reforecast without rebuilding the model each time a project moves.

Plan the pipeline and track it to completion. With Workday, you can:

• Plan capital projects alongside operations. Workday Adaptive Planning models development and capital spend in the same plan as operating results, so leadership sees the full financial picture rather than two separate views.
• Test the pipeline under different assumptions. Scenario modeling compares timing, cost, and funding assumptions across projects, so decisions about what to start or defer rest on modeled outcomes.
• Track spend against budget continuously. Because plans and actuals share one system, project spend is compared to budget as it posts rather than at the end of a reporting cycle.

Property-level workforce planning.

On-site teams, engineering and maintenance staff, and leasing personnel are planned property by property, but funded from the portfolio. Workday Adaptive Planning and Workday HCM connect headcount, skills, and cost so staffing decisions carry their full financial effect.

Staff properties without losing sight of cost. With Workday, you can:

• Plan headcount and cost together. Because workforce and financial plans share one model, a staffing change at a property shows its full cost rather than a base salary line.
• Model staffing across the portfolio. Planners can build what-if scenarios to move positions between properties and see the effect on headcount and cost before anything touches live HCM data.
• Plan for the skills each asset needs. Skills-based modeling helps you plan for engineering, maintenance, and leasing capability by property rather than by headcount alone.

Proactive spend management.

Sourcing efficiency.

Sourcing for investment managers works best when events, suppliers, and contracts run on one system instead of email and spreadsheets. Workday Strategic Sourcing gives your procurement team a single place to run sourcing events and award business on evidence.

Run better events and award on evidence. With Workday, you can:

• Run sourcing events in one place. Workday Strategic Sourcing handles RFI, RFP, and RFQ events end to end, so your team stops managing responses across inboxes and spreadsheets.
• Compare bids on the same basis. Structured responses let procurement score market data, technology, and administration suppliers against consistent criteria.
• Carry the award straight into a contract. Because sourcing, contracts, and supplier records share one system, an awarded event moves into contracting without rekeying terms.

Mitigate supplier risk.

For investment management firms, supplier risk management means knowing who your suppliers are, how they perform, and where exposure sits before it becomes a problem. Workday Strategic Sourcing brings supplier onboarding, negotiation, and collaboration into one system, so your procurement team spends less time chasing paperwork and more time managing risk.

Improve the supplier experience, negotiation, and collaboration. With Workday, you can:

• Simplify supplier interactions. With Workday Strategic Sourcing, sourcing events, contracts, and supplier records live in a single system, so suppliers and your procurement team work from the same information instead of trading emails and spreadsheets.

• Accelerate onboarding of new suppliers. Standard supplier onboarding forms capture details such as addresses, bank information, and tax details once, and approved suppliers sync to Workday so procurement can transact without re-entering data.

• Turn suppliers into partners. Tracking performance, risk, and sustainability metrics over time turns supplier collaboration into a shared, data-backed conversation rather than a reaction to problems after they surface.

Supplier contract management.

Supplier contract management for investment management firms often means chasing terms across email, shared drives, and spreadsheets, which slows approvals and lets billing errors slip through. Workday Supplier Contract Management keeps every supplier contract in a central repository connected to Workday Financial Management, so contract workflows move faster and everyone works from the same terms.

Realize faster, streamlined contract workflows, improve billing accuracy, and improve stakeholder visibility. With Workday, you can:

• Gain a better picture of supplier relationships. Workday Strategic Sourcing gives your team a single view of each supplier's contracts, invoices, and payments, so you see the full relationship instead of piecing it together across systems.

• Increase visibility into your contracts. A central repository for supplier contracts lets finance and operations teams find the terms they need without searching and keeps the right stakeholders informed through approval.

• Manage and monitor contract changes. When a supplier amends pricing or terms, Workday Contract Intelligence tracks obligations and key contract data so your team pays against the current version, not an outdated one.

Cost containment.

Cost containment for investment managers starts with seeing what the firm actually spends, across market data, technology, professional services, and fund administration. Workday Spend Management connects sourcing, purchasing, and invoices to the ledger, so cost decisions rest on complete spend data.

Find savings and hold onto them. With Workday, you can:

• See total spend by category and supplier. Because purchasing and financials share one system, your team can see what the firm spends with each supplier across entities rather than assembling it from separate reports.
• Negotiate from a stronger position. Consolidated spend visibility shows where volume is fragmented across suppliers, so procurement can consolidate and negotiate on real numbers.
• Keep savings from leaking back. Configurable spend controls check requisitions against negotiated terms and preferred suppliers, so agreed pricing is applied at the point of purchase.

Stakeholder engagement.

Stakeholder engagement software helps investment management firms bring finance, legal, procurement, and operations onto one connected sourcing and contracting process, so every stakeholder can see where work stands and act on it. Workday gives you that shared view across the full source-to-contract lifecycle.

Maximize visibility and minimize risk, streamline the contracting process, and increase compliance. With Workday, you can:

• Enable collaboration across functions. Workday Strategic Sourcing gives finance, legal, procurement, and operations teams one shared source-to-contract workflow, so investment management firms work from the same information instead of trading documents over email.

• Build trust with your stakeholders. Workday Contract Lifecycle Management gives stakeholders visibility into where every contract stands, from drafting through negotiation and approval, so no one waits on a status update to know what is happening.

• Streamline business requests from multiple sources. Requests that arrive through email, forms, and hallway conversations can be captured in one place, with consistent approvals and visibility throughout the sourcing process.

Indirect spend controls.

Indirect spend management gets harder when investment management firms run sourcing, purchasing, and supplier management across disconnected tools and spreadsheets. Workday Spend Management brings the entire procure-to-pay process into one system, so finance and procurement teams share the same spend visibility and controls.

See better spend control, experience faster processing, and increase user adoption and satisfaction. With Workday, you can:

• Control spend. Workday Procurement lets you set configurable spend controls that check every transaction against your policies and assign access by role, while employees who are new to procurement can still easily create requisitions and purchase orders.

• Reduce supplier costs. Workday Strategic Sourcing brings every sourcing project, category, and spend commitment into one place, so your team can prioritize the events with the greatest savings potential and tie each one directly to business impact.

• Reduce risks tied to manual processing. Automating the procure-to-pay process replaces spreadsheet handoffs and email approvals with controls that enforce policy at the point of purchase, so errors and off-contract spend are caught before an invoice is paid.

Portfolio purchasing and supplier leverage.

Procurement synergy is one of the first levers a sponsor pulls, and it depends on knowing what each company buys and from whom. When portfolio companies run purchasing on a common system, spend is categorized the same way, so overlapping suppliers and fragmented volume become visible.

Find the overlap that makes negotiation possible. With Workday, you can:

• See spend on consistent categories. Because purchasing and financials share one system at each company, spend is categorized the same way, so the same supplier and the same category can be recognized across businesses.
• Hold negotiated terms at the point of purchase. Configurable spend controls check requisitions against preferred suppliers and agreed pricing, so negotiated savings are applied rather than assumed.
• Keep supplier agreements findable. A central contract repository connected to Workday Financial Management means pricing, renewal dates, and terms are searchable at each company rather than held in a shared drive.

Property services and supplier management.

Real estate spend is distributed across maintenance, engineering, construction, and professional services vendors at every property. Workday Spend Management brings sourcing, purchasing, and supplier records into one system, so property and corporate teams share the same controls and visibility.

Control distributed property spend. With Workday, you can:

• See spend across every property. Because purchasing and financials share one system, finance can see what the portfolio spends with each supplier rather than assembling it property by property.
• Apply the same controls everywhere. Configurable spend controls check every requisition against policy and assign access by role, so on-site teams can order what they need within agreed limits.
• Keep vendor terms in one place. A central contract repository connected to Workday Financial Management means pricing, renewal dates, and service terms are searchable rather than held at each property.

Strategic talent management.

Recruit and onboard.

Talent management starts with recruiting, where firms compete for scarce investment, research, and technology professionals while working to keep the people they already have. Workday HCM connects talent acquisition, employee onboarding, and workforce planning in one system, so your firm can hire faster and spot retention risk before it turns into attrition.

Streamline the recruitment process to hire faster and improve engagement. With Workday, you can:

• Attract top-tier talent. Give investment management candidates a fast, transparent hiring and onboarding experience, then connect each new hire's career goals to your firm's next challenges through a real-time skills repository for talent growth and mobility.

• Better plan for attrition. With attrition forecasting, investment managers can see which roles and teams are likely to lose people and build more sophisticated workforce planning around those gaps before they open.

• Assess retention risk. Workday surfaces retention risk for individual employees and teams from your own workforce data, so investment firms can act on worker retention strategies for high performers before they start looking elsewhere.

Investment management compensation

Investment management compensation software has to keep pace with awards that vest or pay out long after the performance they reward. Workday Advanced Compensation, part of Workday HCM, gives your compensation team one system to plan, calculate, and calibrate those awards alongside base pay.

Handle complex and delayed compensation cycles such as carried interest, bonuses, and equity compensation to incentivize performance. With Workday, you can:

• Manage bonuses, merit increases, and stock grants to boost engagement and retention. Your compensation team can run merit, bonus, and stock plans in a single compensation review, including deferred bonuses that pay an initial cash amount followed by a stock grant that vests over time.

• Perform custom calculations. Compensation administrators can build calculated plans with their own arithmetic, such as a tenure-based accrual or a deferred bonus split between cash and stock, instead of maintaining the math in spreadsheets.

• Supervise and calibrate the end-to-end compensation cycle with ease. Managers and compensation partners can review merit, bonus, and stock awards side by side in one compensation review process and adjust them across the firm before anything is finalized.

Succession planning for Investment Management firms.

Succession planning for investment management firms means knowing who is ready to step into portfolio, research, and leadership roles before a departure forces the question. Workday Human Capital Management (HCM) brings succession plans, skills, and development together on one foundation, so you can plan for leadership continuity instead of reacting to gaps.

Manage talent and ensure critical roles are filled with qualified individuals. With Workday, you can:

• Identify critical roles for succession. Workday Talent Optimization helps you pinpoint the critical positions and talent gaps that put continuity at risk, so your succession plans start with the roles that matter most.

• Assess employee readiness. Managers can compare succession candidates side by side and record each employee's readiness and potential to move into a key role, so you know who is ready now and who needs more development.

• Develop personalized development plans. Personalized development plans connect each potential successor's skills gaps to specific learning and experiences, giving investment managers such as AAM the framework to develop their people as the firm moves forward.

Skills development and training.

Investment management talent management depends on real-time insight into the talent on hand and where skills gaps exist, so you can staff, grow, and retain the people who drive performance. Workday HCM and Workday Skills Cloud give your firm that view in one place.

Reduce turnover, better allocate resources, and personalize learning experiences. With Workday, you can:

• Place the right people in the right roles. Workday Skills Cloud gives investment management firms a verified, always up-to-date view of employee skills, so you can match people to roles based on what they can actually do rather than job titles alone.

• Develop your best talent. AI-powered prompts in Workday Talent Optimization make development personal, helping managers guide each employee's growth and build a resilient internal pipeline that supports retention.

• Stay on top of required training. Track completion of regulatory and firm-mandated training across your entire workforce alongside skills and performance data, so compliance training management is no longer a separate spreadsheet exercise.

Employee engagement, experience and well-being.

A strong employee experience in investment management removes the friction that keeps your people from focused, high-value work. Workday Human Capital Management gives investment firms one intuitive system for HR information, tasks, and support. Provide greater self-sufficiency and improve connection. With Workday, you can:

• Better engage with employees. Workday HCM gives every employee a single point of access for their profile, timecards, and other HR information, which is how abrdn consolidated disparate HR systems into one experience for its workforce.

• Make things easier for an overstretched workforce. Self-Service Agent answers routine HR questions and completes tasks such as time-off requests, expenses, and profile updates inside Workday, so your investment management workforce spends less time on HR tickets.

• Offer self-service. HR self-service for investment firms gives employees direct access to relevant information, tasks, and support without ticketing queues, freeing your HR team for higher-impact work.

Belonging and diversity.

Diversity and inclusion in investment management depends on trusted workforce data, not anecdotes. Workday gives your HR team the demographic insights and hiring visibility to measure representation, build belonging, and act on what you find.

Increase D&I insight, build a culture of belonging, and foster a more diverse workforce. With Workday, you can:

• Understand the makeup of your workforce. The VIBE Index in Workday People Analytics surfaces workforce demographics and outcome metrics across every intersection, so HR leaders at investment firms can see where representation and equity gaps exist.

• Bring in and retain diverse talent. Diversity and Inclusion Insights in Workday HiredScore show the diversity of your candidate pool at each phase of a requisition, so recruiters can spot where diverse candidates drop out of the hiring process.

• Use data to make an impact. Real-time diversity dashboards and scorecards give HR leaders and business managers the visibility to track D&I progress and take timely action on it.

Building the management team.

Sponsors change leadership at portfolio companies more often than the companies themselves expect, and the value creation plan depends on having the right people in place early. Workday HCM gives a portfolio company a current view of its workforce, its skills, and its succession risk, so leadership decisions rest on data rather than impressions.

Put the right team in place early in the hold period. With Workday, you can:

• See the talent you acquired. Workday Skills Cloud gives an always-current view of employee skills, so the sponsor and the management team can see capability across the business rather than relying on org charts and titles.
• Identify succession risk in critical roles. Workday Talent Optimization helps pinpoint the critical positions and talent gaps that put the plan at risk, so leadership changes are planned rather than reactive.
• Hire into key roles faster. Workday Recruiting connects hiring to the workforce plan, so roles the value creation plan depends on are filled on the timeline the plan assumes.

Property and field team recruiting.

Real estate firms hire into on-site roles across many locations, often with high turnover and a small central recruiting team. Workday helps real estate recruiting teams fill engineering, maintenance, leasing, and property management roles faster without adding recruiter headcount.

Fill on-site roles across every location. With Workday, you can:

• Reach candidates quickly. Workday Recruiting supports high-volume outreach and scheduling for distributed property roles, so candidates hear back while they are still interested.
• Move the right candidates forward. Candidate grading and rediscovery surface applicants who fit the role, including people who applied at another property before, so recruiters spend time on the strongest fits.
• Onboard consistently at every property. Guided onboarding gives new on-site employees the same start regardless of location, so safety and compliance requirements are met from day one.

Certification and safety training for property teams.

Building engineers, maintenance technicians, and on-site staff hold certifications and safety qualifications that have to stay current across every property. Workday Learning tracks that training on the worker record, so compliance is visible rather than reconstructed.

Keep qualifications current across the portfolio. With Workday, you can:

• Track certifications in one place. Certification and license tracking in Workday Learning holds qualification data on the worker record, so status is visible to the property manager, HR, and compliance at the same time.
• Prompt people before something lapses. Automatic alerts and notifications tell an employee and their manager what is coming due, so renewals happen inside the window rather than after a lapse.
• Evidence coverage by property. Reports and dashboards show qualification and training status by property or role, so operational and insurance questions are answered from live data.