Understanding the key drivers of the Round Hill business and their investor reporting requirements was a big challenge. In a relatively complex investment environment, we had to quickly had to get up to speed with their different fund strategies and long term business vision. Working with an external Bayesian data scientist we then mapped out the best approach to building a dashboard that delivers prescriptive analytics and integrates with their key data sources.
We worked with members of the Round Hill senior management team to help transform their data into actionable insights. We created a visual analytics dashboard that allows them to analyses their portfolio performance in just a few clicks and understand how they can better drive value across their mainly property based assets.
The product we have built gives Round Hill insights that help their day to day investment decisions and also provides and a compelling visual narrative that engages other potential investors in their funds.