Microsoft have written and published a Customer Success Story about how we brought transparency to an asset management company’s portfolio. It’s great to be noticed by them, and great for our ESG capabilities to be making headlines.
A fund and asset management company in the Netherlands with over €50 billion in assets under management wanted absolute transparency across every investment. This meant the company needed to augment financial performance figures with the environmental, social, and governance (ESG) performance for each investment fund, as well as all underlying holdings. The CadDo solution was implemented to deliver this rapidly and effectively, embedding the client’s extensive ESG knowledge, priorities, and preferences into a codified rules-based system. Using an end-to-end Microsoft stack, including Azure, SQL Server 2019, and Power BI, meant everything just connected and data flowed effectively from the client’s raw source data into beautiful end-user reports. The project has been a clear success in terms of its original scope, as the CadDo solution is now a single and verifiable source of truth for ESG data and insights.
