Leading Industry Innovation
How LGT Capital Partners strengthened data infrastructure and helped develop innovative workflows with SEI Novus
LGT Capital Partners is a leading alternative investment specialist with over USD 85 billion in assets under management and more than 600 institutional clients in 42 countries. An international team of over 650 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Vaduz, Frankfurt am Main, Dubai, Beijing, Hong Kong, Tokyo, and Sydney. The above information is as of February 1, 2021.
Firm Overview
Challenge
LGT CP has a long heritage of innovation which has enabled significant growth in their use of managed accounts for clients. In recent years, LGT CP investment team members were faced with an increasing amount of data to manage and manipulate in order to make informed decisions. On a daily basis, the team was analyzing data to help them dissect managers, understand any drifts in exposures, and help predict if they were approaching a period of underperformance based on manager positions. Relying on PDFs and Excel became ineffective for these analyses, and LGT CP desired a tech-forward solution to manage their data operations more efficiently.
Expedited Path to Investment Insights
Streamlined Access to Manager Data
At a glance
Upon joining SEI Novus, Heard Capital identified that excessive trading had a negative effect on P&L. Novus Trading Acumen framework provides a “scorecard” of the cumulative effect of trading decisions on overall returns, relative to a zero-turnover portfolio. From July 2011 through July 2015, trading was detracting nearly 2% annualized relative to a zero-turnover portfolio.
For more than six years, we’ve collaborated with the SEI Novus team. No matter the business or data challenge, SEI Novus has supported and continues to support us systematically in improving data management and team efficiency, and ultimately, in achieving better performance for our investors. Working with SEI Novus reinforces the ethos of innovation at LGT CP.
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Dr. Hartmut Nagel
Risk Manager at LGT CP
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Expedited Path to Investment Insights
LGT CP implemented Multi-Layer Grouping functionality to more flexibly analyze manager performance along various dimensions like sector, analyst, and market capitalization, ultimately improving LGT CP’s speed at uncovering investment insights.
Streamlined Access to Manager Data
With SEI Novus’ Data Upload Tool, LGT CP accelerated their manager selection and evaluation processes with the ability to upload data on the fly.
Achieved Time Savings and Breakthrough Efficiency
SEI Novus streamlined LGT CP’s ability to manage multiple data tasks and unlocked new formatting efficiencies, meaning investment teams could focus on the art of investing rather than data management.
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Introduced a New Approach to Achieve Portfolio Intelligence
With SEI Novus, the investment team could view sophisticated analytics through
their unique lens. LGT CP continued to partner with SEI Novus on several features that have unlocked greater flexibility for all SEI Novus users (e.g., multi-currency position level analysis).
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Streamlined Access to Manager Data
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Expedited Path to Investment Insights
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Information provided by SEI through its affiliates and subsidiaries. This case study was authored by an employee or contractor of SEI Novus. It reflects the opinion and views of the author and is not intended to describe any specific strategy or product. The information in this case study is for information purposes only, does not constitute investment advice or an offer to buy or sell securities, and should not be deemed to be a recommendation to make any investment. SEI Novus is a software company that services asset owners and asset management firms by providing portfolio intelligence software and related data solutions. SEI Novus is not an investment adviser, broker dealer, or financial institution and does not offer or provide advice regarding analysis of securities or effecting transactions in securities. SEI Novus does not endorse or promote any mentioned investment management firm or any fund managed by any such firm. In authoring this case study SEI Novus has relied on information provided by Incline Global. SEI Novus has not sought to independently verify such information and makes no representations as to its accuracy or completeness. This case study, insofar as it discusses investment strategies, portfolio construction, and/or other investment-related themes, is general in nature and does not address any individual circumstances or risk tolerances which may vary significantly. The reader is reminded that an investment in any security is subject to a number of risks including the risk of a total loss of capital, and that discussion herein does not contain a list or description of relevant risk factors. The reader should make an independent investigation of the information described herein, including consulting the reader’s own tax, legal, accounting and other advisors about the matters discussed herein. Much of the material contained in this document is subject to change and neither SEI Novus nor Incline Global has any obligation to amend or update the information. No part of this case study may be reproduced in any form, or referred to in any other publication, without express written permission from SEI Novus. Some of the images, logos or other material used in this case study may be protected by copyright and/or trademark. If so, such copyrights and/or trademarks are most likely owned by the entity that created the material and are used purely for identification and comment as fair use under international copyright and/or trademark laws. Use of such image, copyright or trademark does not imply any association with such organization (or endorsement of such organization) by SEI Novus and/or Incline Global, nor vice versa. © Copyright 2022 SEI Novus. All rights reserved
Information provided by SEI through its affiliates and subsidiaries. This case study was authored by an employee or contractor of SEI Novus. It reflects the opinion and views of the author and is not intended to describe any specific strategy or product. The information in this case study is for information purposes only, does not constitute investment advice or an offer to buy or sell securities, and should not be deemed to be a recommendation to make any investment. SEI Novus is a software company that services asset owners and asset management firms by providing portfolio intelligence software and related data solutions. SEI Novus is not an investment adviser, broker dealer, or financial institution and does not offer or provide advice regarding analysis of securities or effecting transactions in securities. SEI Novus does not endorse or promote any mentioned investment management firm or any fund managed by any such firm. In authoring this case study SEI Novus has relied on information provided by LGT Capital Partners. SEI Novus has not sought to independently verify such information and makes no representations as to its accuracy or completeness. This case study, insofar as it discusses investment strategies, portfolio construction, and/or other investment-related themes, is general in nature and does not address any individual circumstances or risk tolerances which may vary significantly. The reader is reminded that an investment in any security is subject to a number of risks including the risk of a total loss of capital, and that discussion herein does not contain a list or description of relevant risk factors. The reader should make an independent investigation of the information described herein, including consulting the reader’s own tax, legal, accounting and other advisors about the matters discussed herein. Much of the material contained in this document is subject to change and neither SEI Novus nor LGT Capital Partners has any obligation to amend or update the information. No part of this case study may be reproduced in any form, or referred to in any other publication, without express written permission from SEI Novus. Some of the images, logos or other material used in this case study may be protected by copyright and/or trademark. If so, such copyrights and/or trademarks are most likely owned by the entity that created the material and are used purely for identification and comment as fair use under international copyright and/or trademark laws. Use of such image, copyright or trademark does not imply any association with such organization (or endorsement of such organization) by SEI Novus and/or LGT Capital Partners, nor vice versa. © Copyright 2022 SEI Novus. All rights reserved