A leading investment management firm with over 50 billion in AUM approached us to discuss outsourcing its portfolio monitoring activities. Over a period of six months, what started as an informal conversation evolved into a strategic plan to enhance workforce effectiveness and operational efficiency. Through automation and workflow optimization, the engagement ultimately delivered a 30–40% cost reduction.
Challenge
Well established in private credit and infrastructure investing, the client was seeking new ways to boost efficiency through streamlined processes and modern technology. They had not previously engaged in outsourcing or worked with an external partner and found in Evalueserve the expertise to support this transformation.
The firm’s private credit team managed over 100 assets, monitored quarterly and, in some cases, monthly. While their process was effective, it was highly manual and resource-intensive. Our objective was to enhance efficiency without disrupting established workflows—maintaining quality and delivering measurable results that earned the client’s trust.
Our Approach
To introduce the client to our methodology, we proposed a three-month proof of concept (POC) focused on portfolio monitoring for a limited set of private credit assets. The trial was designed to showcase our capabilities in data management, analysis, and reporting while mitigating any perceived risks.
A dedicated team of two experienced analysts, based in India, led the engagement. The team conducted onboarding sessions with the client’s portfolio managers to understand the firm’s key financial metrics, reporting structures, and asset-specific nuances. We standardized the process through detailed templates and checklists, ensuring each output aligned seamlessly with the client’s internal quality benchmarks.
Within the first delivery cycle, the trial results exceeded the client’s expectations. They were so impressed that the quality of our work matched their internal team’s output, prompting them to convert the trial into a paid engagement immediately. This early decision highlighted the client’s confidence in our ability to deliver consistent, high-quality results and validated our approach.
Scaling the Engagement
Following the successful POC, the engagement scaled rapidly. Within two to three quarters, our team had assumed full responsibility for over 100 assets, delivering timely quarterly reports with consistent accuracy and insight. The team also expanded from the initial two analysts during the pilot stage to a dedicated group of three to four analysts to support the growing scope of work.
Encouraged by this success, the client extended our remit to their infrastructure investments division, which manages long-term assets such as airports, toll roads, and utilities. Here, our team supported portfolio performance and investor reporting across four major funds.
To streamline portfolio reporting, we automated the processing of financial data using Spreadsmart, our proprietary automated financial spreading platform, integrating it directly into existing workflows.
The engagement delivered:
- 30–40% cost reduction achieved through automation and workflow optimization.
- Error-free, timely reporting across all monitored assets.
- Improved scalability without increasing headcount.
The successful integration of Spreadsmart also paved the way for future automation initiatives, including a proposed customized reporting platform that will allow the client to generate investor-ready reports automatically from uploaded data files—tailored to specific investor preferences.
Results and Impact
- Fast onboarding and seamless transition: The client moved immediately from trial to paid engagement, gaining rapid access to high-quality support.
- Rapid scale-up: Over 100 assets transitioned to a fully managed service within the first few quarters, enabling the client to efficiently manage a large portfolio without added internal resources.
- Significant cost savings: 30–40% annualized reduction in operational costs through Spreadsmart implementation, freeing up budget for strategic priorities.
- Streamlined processes across portfolios: Consistent workflows and reporting across private credit and infrastructure assets improved transparency and operational efficiency.
- Consistently high-quality output: Accurate, timely reporting delivered with minimal errors, supporting better decision-making.
- Foundation for continued innovation: Automated processes established a scalable platform for future efficiency and process improvements.
Planning for the Future
The collaboration continues to evolve as the client explores expanding automation across additional business units. What began as a cautious exploration has developed into a trusted, long-term partnership. Through a combination of domain expertise, disciplined execution, and technology-led innovation, we have helped the client achieve tangible efficiencies while enhancing control, transparency, and confidence in their investment operations.
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Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.
Overview & Impact
From pilot to partnership, we helped a $50B+ AUM investment firm cut portfolio monitoring costs by 30–40% through automation and operational redesign.
