Case Study Comarch Business Intelligence in Skagen Funds

Comarch Business Intelligence

ABOUT SKAGEN FUNDS about their investments. As a result of the project all the communication between clients Established in 1993 Skagen Funds is an and their advisors is now provided through independent Norwegian management a web portal available via various company headquartered in Stavanger with communication channels. five branch offices in Norway, Sweden and Denmark. The company has over 260 000 clients. Its sole business is fund management. Skagen offers both equity and fixed income funds, of which five are marked internationally outside Norway or Sweden. This includes three equity funds and two bond funds. Skagen has approval to market its equity funds in Norway, Sweden, and Denmark, Luxemburg, Finland, Iceland, the United Kingdom, the Netherlands and Switzerland. The aim of the company is to GOALS OF THE PROJECT consistently create the best risk adjusted returns for its clients. The successful Comarch Client Reporting and Communication System Project has delivered:

 User-friendly and easy-to-use reporting Information about the client tool for individual and institutional clients Skagen Funds that fulfills both current and future Skagen AS needs, Post Box 160  Comarch’s support for Skagen concerning 4011 Stavanger expert knowledge and IT services during the project realization and after it has Norway been finished,  Skagen’s competitive advantage achieved COMARCH CLIENT REPORTING AND thanks to delivering reliable information COMMUNICATION SYSTEM about results of the managed funds for both individual and institutional funds, In September 2011 Comarch has successfully  Integrated information and automatic finished building and implementing Comarch reporting process, Client Reporting and Communication System  Limiting risk of human mistakes in the for Skagen Funds. reporting process thanks to automation The aim of the project was to provide of reports’ preparation and Skagen’s individual and institutional clients in implementing data quality procedures, several countries with the best-class reporting platform that provides up to date information

 Ability to create various reports for responsible for advanced calculations clients in an easy way, concerning their that are delivered to the data warehouse, investments in stocks and funds. which is a part of a Comarch Business Intelligence Platform and can be used in reports.

COMARCH BUSINESS INTELLIGENCE PLATFORM IN SKAGEN

The Comarch Business Intelligence Platform delivers reports for other components of the Comarch Client Reporting and Communication System. It is the main part of the whole solution. The Platform is based on the Oracle data warehouse technology and analytical tools. The data warehouse gathers, integrates PROJECT and arranges information. The information in The project’s goals have been achieved thanks the data warehouse is divided into analytical to: models that enable easier and faster creation of analyses concerning particular activity area.  The best-class reporting platform as The Comarch Business Intelligence Platform, a communication tool between Skagen thanks to the Oracle analytical tools, enables and its clients, that enables presentation reporting results of funds managed by Skagen. of reports prepared for clients, Current reports are prepared every month.  Comarch Business Intelligence Platform Each client that logs into the portal has based on Oracle data base technology a possibility to get familiar with detailed and analytical tools, that is responsible information concerning his investments. for data integration and reporting processes,  Comarch Asset Management - Anna Dajczer, Consultant, Business Intelligence Performance Attribution that is Systems, Comarch

COMARCH BUSINESS INTELLIGENCE PLATFORM

The Comarch Business Intelligence Platform is an innovative IT solution based on a data warehouse technology that is used for complex integration of information from all activity areas of a company, as well as external data and turning them into various reports and analyses. The platform enables creating plans and budgets of a company according to different scenarios and on various levels. The design of the Comarch Business Intelligence Platform is conducted as an individual projects, tailored to the client’s needs. During the analyses stage all the needs and requirements of a client are identified. They will be provided thanks to the projects realization. Comarch offers also audits of existing Business Intelligence solutions, creating development strategy of Business Intelligence platforms and BI projects feasibility studies.

Information document Comarch Business Intelligence