Investment Performance Measurement Solution Case Study

This case study details the experience of a leading South African investment management firm that sought to replace its disparate performance measurement systems with a unified solution. The firm, which serves both retail and institutional investors, faced challenges with a key vendor's service and support, prompting the search for an alternative. After an extensive proof of concept, the firm selected SS&C Sylvan as its new performance measurement solution. The case study outlines the firm's requirements for on-premise deployment, improved service, and comprehensive reporting capabilities. It describes how Sylvan's flexibility allowed for tailored implementation, meeting the firm's specific needs. Additionally, the case study highlights the benefits of using Sylvan, including enhanced calculations, robust support, and the ability to streamline performance reporting through customizable dashboards. The investment manager's decision was influenced by Sylvan's willingness to adapt and enhance its functionalities to align with the firm's evolving requirements.