Designed an ontology-driven search archictecture that overlayed the SWF's investement process to unify a fragmented corpus of internal and external research and communications.
Objectives included:- Creating a dynamic central depository
Constructed detailed research benchmarks designed to allow plan sponsor clients to assess risk in the content procurement strategies of their underlying asset managers.
Metrics Included:- Research valuation benchmarks
Produced a White Paper on Approaches to Research Valuation for the key global professional designation-granting organization of institutional investment managers.
Flexible analytical templates allowed investors to:- Customize valuation methodologies
Completed a detailed multi-market analysis of revenue potential from the launch of CSA products.
Product Plan Incorporated:- Multi-variate client analysis
Created a series of new strategic options for several of their business lines as a result of rapid regulatory and market structure change.
Business Included:- Equity sales and trading
Optimized digital research production and distribution for a global industry association of commodity producers.
Steps Included:- Optimizing research production process
Overhauled the manager's "traditional" research commission allocation system to become compliant with new UK FCA regulations. Working with the investment team, developed firm-specific research budgeting approaches that reflected the firm's investment process and products.- Durable, inobtrusive, documented, iterative budgeting process