Automation of Fund Factsheet Production

The Problem:

ProblemThe Client, a macro hedge fund, uses old data for investment decision making. It constantly seeks historical data on interest rates from scanned documents available in the archives of central banks and the Financial Times newspaper. However, the required data was not available with any of the database vendors; moreover, there was no published material.


Aranca's Solution:

SolutionThe websites and other archives were analyzed to understand the level of automation possible. The remaining data was manually collected and collated. Some issues of the publication were missing, and the data series was filled using interpolation. This data was scrutinized, cleaned, and organized so that it could be auto-uploaded to the Client’s server. Using structured data, the reporting process was automated.


Client Benefit:

BenefitThe Client received a completely clean setup of the old data series, which would have otherwise been impossible to create. It was difficult to get this work done, as it was manual in nature. Automation reduced the timelines drastically and increased accuracy.