Supporting a Leading Global Investment Firm with $100 Billion in AUM
Background & Challenges
Background & Challenges
Everstell is supporting a leading global investment firm with approximately $100 billion in assets under management, multiple global offices, and multiple strategies with profitability analytics and reporting.
Everstell Solution
Everstell Solution
Everstell developed an approach for revenue alignment, cost allocations, and related analytics (both at the expense and profitability levels).
Everstell implemented its Profitability Management SaaS platform for an investment firm experiencing significant growth. The firm was able to align revenues and allocate its operating costs to identify cost management opportunities in an industry experiencing fee compression of the two and twenty model.
Everstell implemented its SaaS platform in under 8 weeks and with minimal interruption for an investment firm experiencing significant growth.
Benefits
Benefits
Accelerated and timely insights and enhanced analytics.
Stunning visualizations, bespoke management reporting, and key performance indicators.
Clearly defined cost allocation methodology and rules along multiple dimensions.
Facilitate operational and strategic decision-making reviewing firm performance.
Strategy / Investment Focus
Global investment firm focusing on credit, private equity, real estate, and global strategies
Support Areas
Overall profitability management for revenue and cost along various reporting dimensions
Assets Under Management
About $100 Billion in AUM