Avanda Investment Management (Avanda), an asset manager serving the investment needs of long-term asset owners, implemented Optimai Portfolio Management & Analytics System under the MAS Financial Sector Technology & Innovation (FSTI) Digital Acceleration Grant (DAG) – Industry Pilot. Leveraging Optimai’s two decades of expertise in investment data management, Avanda successfully addressed the challenges of integrating multiple data sources, processing complex portfolio information, and delivering advanced performance insights on a scalable platform.
Case Study
/optimai-v2/images/image-6.png)
Overview
Optimai extended Avanda’s existing Investment Data Warehouse to handle the new regulatory return — and delivered the 4Q 2025 submission on schedule.
Case Study
CLIENT
AVANDA
Asset manager · Singapore
SOLUTION
Investment Data Warehouse
extended with RAAE
OUTCOME
4Q 2025 QDC filed
on schedule, auditable
SECTOR
Fund Management
MAS-regulated
/optimai-v2/images/image.png)
1. Seamless Integration from Multiple Data Sources
Automated data ingestion from multiple source systems – including custodians, fund administrators, and market data feeds – into a centralized Investment Data Warehouse.
2. Interactive Dashboard for Fund & Investor Analysis
A user-friendly interface for comparing performance against benchmark, with a suite of advanced performance and risk metrics – including net/gross return, volatility, Sharpe ratio, Sortino ratio, Treynor ratio, information ratio, Jensen’s alpha, beta, tracking error, R-squared, Value at Risk, correlation, capture ratio, max drawdown, and positive percentage – to provide comprehensive insights into portfolio performance.
/optimai-v2/images/SC2.png)
Optimai Portfolio Management & Analytics System - Interactive Dashboard
1. Seamless Data Integration
Reduced data processing time by 50%, allowing Avanda’s team to focus on more strategic tasks.
2. Interactive Dashboard
Achieved a 30% increase in user adoption, improving user engagement and satisfaction.
3. Enhanced Portfolio Insights
Advanced performance and risk metrics provided deeper insights into portfolio performance, enabling more informed decision-making.
4. Investor Data Module Helps Lay A Strong Foundation For Future Scalability
Ensure Avanda and the system can efficiently process and support a growing pool of investors and their associated data. In addition, there are potential opportunities to generate reports that integrate data from investment portfolios and investor records, enhancing insights and analysis.
reduction in data processing time
50%
30%
increase in user adoption
/optimai-v2/images/process-tim.png)
/optimai-v2/images/user.png)
Subsequent to the industry pilot, Avanda expanded the Portfolio Management & Analytics System to include Fund Look-Through and Multi-Horizon Analysis, further enhancing their ability to assess and manage complex portfolios.
“We chose Optimai because our peers and colleagues have worked with them successfully. They truly understand the fund management sector—especially the data challenges and instruments we trade. Optimai has a proven data model for investment data, and our team had a pleasant working experience with them.”
Partner
Co-Chief Executive Officer and Chief Operating Officer
Avanda Investment Management Pte Ltd
Michael Teo
“It was an immense privilege for Optimai that Avanda, a leading fund management company, chose to adopt and implement the Optimai Investment Data Warehouse and Portfolio Management & Analytics System. Avanda’s experienced team provided invaluable insights throughout the project, and we are proud that our solution is now even more comprehensive.”
Ng Khim Peow
CEO & Co-founder
Optimai Pte Ltd
ABOUT OPTIMAI
Optimai builds investment data infrastructure for asset managers, wealth managers, and brokerages across Asia. Our Investment Data Warehouse gives regulated firms a single source of truth for portfolio, position, transaction, and reference data. RAAE extends that foundation — adding new modules and rapidly delivering entirely new secure enterprise applications. Our Wealth Insights Platform draws on the same warehouse to produce automated portfolio commentary that reads like letters, not numbers — rich analytics woven together with house views and market news.
Book a Demo
/optimai/images/optimai-logo-ID-01a22381-8d08-4f0c-8611-7b1534632aec.png){kind=logo}