Challenge:
While Brockenbrough had great systems in place prior to implementing Venn, one of the main goals was to streamline analytics capabilities and implement a solution that was user friendly. Many of the existing systems required in-depth knowledge of the platforms and significant training for new joiners.
Solution:
Venn’s ability to easily ingest data and the intuitive nature of the platform enables the team to get up-to-speed very quickly. Brockenbrough can now spend more time evaluating and interpreting the analyses, rather than generating them.
Streamlining Team Access and Engagement:
With the addition of Venn, we have seen broader engagement and use across both our investment and operations teams. An important, additional result of which is an increase in efficiency and time management.
Analyzing Risk Factors
Having a better understanding of the risks driving our clients’ returns is imperative. Venn provides insights into underlying factors contributing to both the return and risk within their portfolios. We are now able to dive deeper and continually track ongoing trends in order to assist in making portfolio decisions.
Scenario Analysis & Forecasting
With the ever-increasing complexity of multi-asset portfolios, being able to understand how changes to the broader macroeconomic landscape and their potential impacts to our clients’ portfolios is as important as ever. Venn easily allows us to now take all of the data we have gathered on our clients’ portfolios and quickly run these analytics.
Results and What’s Next
Overall, Brockenbrough has leveraged Venn to address key workflow improvements. Looking ahead, Culbertson and team will continue to focus on streamlining their modern technology solutions.
As we implement modern technology solutions, Brockenbrough is focused on ways to further streamline reporting and operational processes in order to provide clients with more timely and insightful information while also increasing the efficiency of our team. We are excited to partner with Venn to help achieve these goals and continue to enhance our processes.
Disclaimer: The Venn subscriber featured on this page was not compensated for their statements. As a Venn subscriber, their use of portfolio analytics or other Venn features and their experience could differ from your organization’s due to their particular use of Venn, the version of Venn used, or other factors. Not all subscribers will be equally satisfied. The person providing this testimonial was selected based on a variety of factors, some of which are subjective. This document is for informational purposes only. Not an offer to buy or sell securities. Click here for Important Disclosure and Disclaimer Information
*As of June 30, 2022
The information contained in this article is provided for general informational and educational purposes only, and should not be construed as investment advice. The contributor to this material is associated with a client of Two Sigma Investor Solutions, LP (“TSIS”). Neither TSIS nor its affiliates have compensated the contributor for his statements. The statements from the interview have been edited and reformatted by TSIS with the contributor’s approval. Unless otherwise noted, the contributor’s statements do not represent the actual views or opinions of TSIS or its affiliates, or any officers, directors, or employees thereof.
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