Case Study

Bespoke System Integration to Reduce Errors & Increase Efficiency

Excel Automation & Analytics Platform Case Study

A $1 billion+ sector-focused long/short equity fund manager with a 15-year track record of bottom-up model-driven fundamental investing struggled to update nearly 200 Excel investment models with Bloomberg data through their desktop API. The process reduced the fund manager’s ability to utilize its workstation during the process, costing the firm valuable time and resources. They sought a solution that would automate the daily updates across all scenarios with historical data capture and interactive visual display. 

Download the case study to learn how Alpha Theory Advisors (ATA) worked with the client to turn a manual, time-intensive process into an automated daily processing solution.