Client case
Stock picking,
financial analysis & SRI
Asset management subsidiary of a French insurance company.
Universe of 8,000 companies, proprietary SRI v3 scoring methodology.
Context
An asset management subsidiary of a French insurance company, managing its Equity sleeve through a team of five people covering five European and global equity portfolios with a strong SRI (v3) component.
Their investment process relies on a proprietary financial scoring methodology, enriched with non-financial and qualitative criteria.
The problem
A sophisticated methodology, but run in Excel: heavy workbooks, fragile formulas, a tracking universe limited by available compute capacity. The team was structurally monitoring a few hundred stocks at most, while their real potential universe exceeded 8,000 companies.
Needs
- A company-level summary sheet integrating SRI and intangibles
- A uniform scoring enabling like-for-like comparison between companies
- Tracking trends across 8,000 companies (Global, Europe, Eurozone)
- A search engine to detect targets on quantitative criteria
- Management of peer groups and dynamic simulation of score changes
- Ability to manually adjust scores at the margin
The Osmoze solution
Capabilities deployed
- Osmoze server deployed in the Microsoft Azure cloud, with the Excel add-in and a Web extension for transverse analytics
- Design and rollout of a dedicated Stock-Picking module
- Custom implementation of the client's scoring methodology, integrating core, SRI and intangible criteria
- Multi-criteria search engine across a universe of 8,000 companies
- Management of peer groups and dynamic simulation of impact on scoring
- Live in 5 months
Results
From Excel to a scalable cockpit, without losing any of the methodology.A similar context?
Each Osmoze cockpit is configured for a specific team. Let's spend 30 minutes on your context.