Centralized Data Managment Solutions

We help investment management firms develop a robust, long-term data-driven strategy.

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Title Hyphen  Centralized Data Management Solutions


We help investment managers develop a robust, long-term data-driven strategy.

We realize that most successful investment managers are often inundated with data from multiple sources and in multiple formats.

We work with investment managers to help them better manage and analyze their data in a robust manner. This allows our clients to make more confident, profitable investment decisions based on timely, accurate, and reliable data.

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Centralized Data Management (CDAM) Solution

Our goal is simple – we help investment managers develop a robust, long-term data-driven culture and strategy. This allows our clients to make more confident, profitable investment decisions based on timely, accurate, and reliable data.

After working with a multitude of investment managers over the years, we have developed a proprietary two-step process to extract, clean, and aggregate data stored in multiple formats, and from multiple sources, within the firm.

Overview of Our Proprietary Bespoke Solution

We have developed a privately-owned solution, which includes a proprietary process, internal documents and checklists, internal software, and tools. These were developed to ensure that this solution is executed successfully for each unique investment manager that we work with.

Step 1

Inventory of Current Data, It’s Sources & Usage Across the Fund (2-3 Weeks to implement). We start by having an initial meeting with your internal team.

During this confidential session, which typically takes about two hours:


We discuss and understand your current data strategy


Take an inventory of the current data assets, sources (both structured and unstructured data), and what systems, processes and reports use the available data.


In addition, we also take inventory of the technology and software infrastructure being utilized to manage and analyze data.

Once the initial session is complete, we typically take about 2-3 weeks to work with your internal teams and perform a complete assessment of your current data strategy, including your data assets, sources and the usage of your data. Once the assessment is complete, we set up a second meeting with your team to present the results of our findings. In this meeting, we explain the best possible technical solution for extracting, cleaning, normalizing, and aggregating your fund data. This solution is customized to your fund’s investment process, operational setups and infrastructure, as well as future fund growth plans.

Step 2

Data Aggregation, Centralization & Management of Internal Data (4-6 Weeks to Implement).

In this step, we work with investment managers to extract data from various internal sources including; (1) Microsoft Excel workbooks, (2) PDF files, (3) CSV files, (4) XML files, (5) Emails (including attachments), (6) FTP servers, (7) APIs besides other data sources.

Data extracted from all of these sources is then aggregated into a central data warehouse that is designed to store this data in a highly structured and relational manner. We work with investment managers to import and backfill their current data into this new relational data warehouse, which is then utilized to generate various reports and analysis required for the investment manager’s day to day operations.

Outsourced Chief Data Officer (OCDO) Solution

At Cognivo, we have the ability to act as the outsourced Chief Data Officer (CDO) to investment managers. Our data scientists answer all internal data related questions from the investment team, operations team, portfolio and reporting team, accounting team, and other internal teams. We also work with third parties on the investment manager’s behalf to ensure that any new data being incorporated into the firm is in line with the broader vision of the Chief Investment Officer and the current database design and
data models.

Our experts are available via phone, video, and on-site. We provide this service to select clients on an on-demand (hourly) and monthly basis.