PivotData, LLC Information

PivotData has developed a proven Data Warehouse and Business Intelligence (DW/BI) Solution through a rigorous, hands-on Data Governance methodology for identifying the DW/BI needs of specific firms in the investment management industry. We understand the unique business priorities, analytical needs, and reporting requirements that enable a Data Warehouse projects success. Aligning the data warehouse/business intelligence environment with a specific business’s requirements allows us to create a data management and warehouse solution that reduces project costs and time to market for our DW/BI project implementations. Our solutions are focused on specific sectors of the investment industry. Our goal for the DW/BI solution is to publish the appropriate data on a timely basis, and make it easily accessible to management. This effort is achieved through the successful implementation of a dimensional model delivering both flexibility of analytics and reporting. Our process results in design specifications which describe dimension tables, associated columns, and required business rules. The data model, combined with our ETL processes, creates a market ready DW/BI solution for our clients. PivotData’s data warehouse is a Microsoft SQL based solution created with client input to address the design considerations of IBOR (Investment Book of Records) data management. As such our approach is position centric while addressing the needs for access to transactional data. The ultimate goal is to support a range of business needs, including but not limited to: • The need for investment decision makers to base their investment decision making on timely and accurate position data • The need to be able to measure objectively the quality of position data • The need for position data used in client reporting and performance to be consistent with the data used in the management of assets.