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    Investment Management

    Know the number before the print.

    Consensus is an average of people reading the same filings. We model the operating drivers underneath the number, forecast the quarter from the KPIs that actually set it, and show you where the model departs from the street, with the dispersion that tells you how much to size it.

    See the forecast record Talk to us
    [01]

    Challenge

    Navigating the Data Complexity Challenge

    Staying competitive demands more than incremental fixes - it requires a strategic approach to data intelligence.

    Fragmented Data Silos

    Inconsistent views across systems

    • Disparate systems hinder analysis
    • Leads to costly decision errors
    • No single source of truth

    Manual Inefficiencies

    70% time on data prep

    • Analysts waste time on data wrangling
    • Not enough time for insight generation
    • Manual processes don't scale

    Scalability & Cost Barriers

    Legacy systems can't keep up

    • In-house builds struggle to scale
    • Growing data demands overwhelm systems
    • Rising infrastructure costs
    [02]

    Platform

    Platform - Investment Management

    The MOSAIC Integrated Ecosystem

    Four integrated disciplines. One continuous pipeline from raw data to operational intelligence.

    01
    dataACQUIRE
    The Foundation
    02
    dataPREDICT
    The Intelligence Engine
    03
    dataVISION
    The Insight Navigator
    04
    dataADVANCE
    The Operational Backbone
    dataACQUIRE - market feeds
    Bloomberg APITick Data45K/sec
    SEC EDGAR13F / 10-Qdaily
    Alt Data - CCPanelweekly
    Earnings CallsTranscriptevent
    Web TrafficSimilarWebmonthly
    Consensus Est.IBES / Visibledaily
    dataACQUIRE

    Multi-Source Financial Data Lakehouse

    Unify Bloomberg tick data, EDGAR filings, earnings transcripts, alternative data panels, and consensus estimates into a single queryable lakehouse - point-in-time, backtest-ready.

    Bloomberg, Refinitiv, FactSet API integration
    SEC EDGAR 13F / 10-Q / 8-K automated parsing
    Alt data ingestion (credit card, web traffic, satellite)
    Point-in-time architecture for backtest integrity
    SparkKafkaAirflowSnowflakeDelta Lakedbt
    [03]

    Solution Bundles

    Portfolio Intelligence PlatformAlternative Data IntelligenceCompliance & Audit Intelligence

    Target Buyer

    CIO, Head of Research, VP of Portfolio Analytics

    Key Benefits

    • Build unwavering trust in your data and eliminate silos
    • Gain a quantifiable edge by systematically generating alpha
    • Accelerate decision-making with clarity and intuitive dashboards
    • Scale analytics with confidence and operational resilience

    What It Replaces

    • Manual Excel-based data aggregation
    • Fragmented vendor feeds and data silos
    • Ad-hoc model development without MLOps

    70%

    Data Prep Reduction

    +bps

    Alpha Potential

    100%

    Compliance Coverage

    Faster

    Time-to-Insight

    90-Day Pilot Scope

    2-3 PMs, 5-8 analysts, 1-2 sectors, 20-30 data sources

    VIEW PILOT PLAN →
    [04]

    Process

    90-Day Pilot Timeline

    A bounded, low-risk engagement to prove value before scaling.

    Weeks 1-2

    Discovery & Integration

    • Connect data sources
    • Baseline KPIs
    • Stakeholder interviews
    Weeks 3-6

    Build & Deploy

    • Configure dashboards
    • Deploy predictive models
    • Train field teams
    Weeks 7-10

    Optimize & Validate

    • Refine alerts
    • Validate KPI improvements
    • Gather user feedback
    Weeks 11-12

    Results & Roadmap

    • Final ROI report
    • Expansion plan
    • Decision to scale

    Typical Pilot Scope

    2-3 PMs, 5-8 analysts, 1-2 sectors, 20-30 data sources

    Deliverables

    Real-time research dashboard, attribution model, alt data ROI tracking

    Ready to Transform Asset Management Operations?

    See NSigma in action with a personalized demo using your data scenarios.

    Download Asset Management Use Case PDFExplore Platform Demo
    ISO 27001GDPR CompliantAWS / Azure
    [FAQ]

    FAQ

    Frequently Asked Questions

    Get in Touch

    We'll respond within one business day.

    We respect your privacy. No spam, ever.