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| October 20 | 2009 |
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| October 20 | 2009 |
| The CTO and the RMS |
| A Chief Technology Officer at a medium-sized investment firm was tasked to find a solution to support the research and investment process. The solution had to work with the firm’s existing technologies. The firm had $1.9 billion in assets under management invested across several asset classes. |
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| October 20 | 2009 |
| RMS for Fund of Funds |
| A prominent fund of funds Foundation investing primarily in external hedge fund managers was losing control of their investment process. The firm manages approximately $1.5 billion and typically invests in 15-20 funds at a time. The portfolio managers and analysts at the firm used Excel® spreadsheets to manage all of the data about the external managers they were reviewing and researching. |
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