Built for Investment Consultants
We help Investment Consultants access cleaner, more consistent data from their manager universe and improve manager communications — reducing the manual effort of data collection and enabling better-informed advice.
The data challenges Investment Consultants face
Investment Consultants depend on consistent, comparable data from dozens or hundreds of managers. But collecting, normalising, and maintaining that data is a significant operational burden — one that grows with every manager added to coverage.
Inconsistent manager data formats
Every manager delivers data differently — different formats, different definitions, different cadences. Normalising it all is time-consuming and error-prone.
Manual data collection at scale
Chasing managers for data, downloading files, and manually importing into systems consumes analyst time that should be spent on advice and client work.
Data quality and completeness gaps
Missing data points, stale figures, and unverified inputs undermine the reliability of manager analysis and client recommendations.
Reporting infrastructure limitations
Producing consistent, high-quality reports for asset owner clients is constrained by the quality and accessibility of underlying manager data.
What we deliver for Investment Consultants
Automated data collection pipelines
We build automated pipelines that collect data from your manager universe on a defined schedule — eliminating manual chasing and file handling.
- Automated manager data ingestion
- Reduced analyst time on data collection
- Consistent data availability across the universe
Data normalisation and standardisation
We design and implement the transformation layer that converts manager data into a consistent, comparable format across your entire coverage universe.
- Standardised data definitions across managers
- Comparable metrics across the universe
- Reduced reconciliation effort
Manager communication and reporting frameworks
We work with you to define the data and reporting standards you expect from managers — and help you communicate and enforce those standards at scale.
- Consolidated manager data requirements and review meeting tracking
- Improved manager data quality
- Scalable communication with large manager universes
Client reporting infrastructure
We build the reporting infrastructure that turns your normalised manager data into consistent, high-quality reports for asset owner clients.
- Automated client report production
- Consistent report formatting
- Faster reporting turnaround
Ready to improve your data infrastructure?
Talk to us about your manager data challenges. We'll tell you honestly whether we can help.
Get in Touch
Powered by the Sidelight Platform
Our work with Investment Consultants is underpinned by Sidelight — the technology platform built specifically for investment professionals.