Designing + deploying an agile, scalable QIS platform for a leading global bank

A top investment bank in Europe was looking to build a quantitative investment strategies (QIS) platform to host end-to-end index management across asset classes.

• The existing architecture was monolithic with infrastructure distributed across services/vendors, impairing data flow, calculation accuracy and dissemination timelines 
• The bank needed a comprehensive platform capturing data sources, data granularity, asset classes and index calculation across structures, rebalancing needs and methodologies 
• The platform should be able to handle consistent quality of high volume and non-structured data

We deployed a five-member team comprising specialist technology consultants and subject matter experts (functional and technical) for 12 months. The team understood workflows, evaluated technical integrations, assessed deployment pipelines and identified lacunae to develop a tailored transformation solution. The plan centred on six work-streams to design, develop and execute the target-state architecture.