Together with Orange IM, FundStar drew up and implemented a plan to optimally support Orange’s requirements for achieving operational excellence. Orange IM’s strategic performance management approach and requirements to start at fund level were not sufficiently supported by software companies in the industry. After an efficient pilot with a sub portfolio of assets, FundStar’s calculation and analysis module was implemented in combination with its interactive graph module.
Due to this successful implementation project, Orange IM can now calculate, analyse and report its performance indicators in three easy steps from fund through portfolio to asset level, and benchmark the results against its strategic expectations in the approved investment proposals. Orange IM has furthermore obtained an insight into the contributing components such as assets, accounts, types and regions that make up the financial performance of funds and portfolios. This has led to a substantially improved performance planning & control cycle and has therefore improved operational excellence.