Qlik Case Studies QlikView Customer Snapshot – Fondaco SGR

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	QlikView Customer Snapshot – Fondaco SGR Qlik

QlikView Customer Snapshot – Fondaco SGR

Qlik

Technology Category	Analytics & Modeling - Real Time Analytics
Applicable Industries	Finance & Insurance
Challenge	Fondaco SGR, a leading independent money management company, was facing several challenges related to the analysis of financial data on managed funds and funds under management. The company was looking for a solution to optimize this process and automate the creation of reports for top management. The goal was to improve the overall quality of the analyses and reports produced. The company needed a solution that could provide comprehensive insights into key financial metrics across funds, performance, deviations, and risk. Read More
About Customer	Fondaco SGR is a leading independent money management company. The company's mutual investment funds are intended for qualified investors. Fondaco SGR was created in 2002 by the Fondazione Compagnia di San Paolo (40%), Fondazione Cassa di Risparmio di Padova e Rovigo (23.37%), Fondazione Cassa di Risparmio di Bologna (16.63%), and Ersel Finanziaria SpA (20%). The company is headquartered in Turin, Italy and operates in the Securities & Investments industry. Read More
Solution	Fondaco SGR deployed QlikView to a handful of users across top management, the board, fund managers, and finance. The solution provided executive analysis, allowing the assessment of key financial metrics across funds, performance, deviations, and risk via dashboards and monthly reports. It also provided financial analysis, offering dashboards and ad-hoc analysis. This included the analysis of funds and their composition, deviation between funds and their benchmarks, ex-post performance and risk indicators, and ex-ante risk indicators. The implementation of QlikView was rapid, taking less than a few days. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Applicable Industries

Finance & Insurance

Challenge

Fondaco SGR, a leading independent money management company, was facing several challenges related to the analysis of financial data on managed funds and funds under management. The company was looking for a solution to optimize this process and automate the creation of reports for top management. The goal was to improve the overall quality of the analyses and reports produced. The company needed a solution that could provide comprehensive insights into key financial metrics across funds, performance, deviations, and risk.

About Customer

Fondaco SGR is a leading independent money management company. The company's mutual investment funds are intended for qualified investors. Fondaco SGR was created in 2002 by the Fondazione Compagnia di San Paolo (40%), Fondazione Cassa di Risparmio di Padova e Rovigo (23.37%), Fondazione Cassa di Risparmio di Bologna (16.63%), and Ersel Finanziaria SpA (20%). The company is headquartered in Turin, Italy and operates in the Securities & Investments industry.

Solution

Fondaco SGR deployed QlikView to a handful of users across top management, the board, fund managers, and finance. The solution provided executive analysis, allowing the assessment of key financial metrics across funds, performance, deviations, and risk via dashboards and monthly reports. It also provided financial analysis, offering dashboards and ad-hoc analysis. This included the analysis of funds and their composition, deviation between funds and their benchmarks, ex-post performance and risk indicators, and ex-ante risk indicators. The implementation of QlikView was rapid, taking less than a few days.

Impact #1	QlikView provided an easy and flexible data analysis approach for Fondaco SGR.
Impact #2	The process of monthly reporting was completely automated, resulting in considerable time savings.
Impact #3	Fondaco was able to achieve complete control over its financial process by using QlikView in conjunction with the Definio system.

Impact #1

QlikView provided an easy and flexible data analysis approach for Fondaco SGR.

Impact #2

The process of monthly reporting was completely automated, resulting in considerable time savings.

Impact #3

Fondaco was able to achieve complete control over its financial process by using QlikView in conjunction with the Definio system.

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Overview

QlikView Customer Snapshot – Fondaco SGR

Operational Impact