Customer description‍

A Dutch pension fund with multiple portfolios and funds under management, aimed at both active participants and pensioners. The organization has a compact team that is supervised by DNB and external auditors.

Challenge‍

Insights about the fund's performance and risks were fragmented and out of date. Analyses took days and scenarios were difficult to calculate. Directors and risk committees lacked up-to-date and useful management information for policy choices.

Solution‍

A design was made for a data model and dashboard solution that brought together all relevant data from fund management, investments, market scenarios and actuarial calculations. This gave the board real-time insight into performance, risks and scenarios.

Approach

1. Unlocking data sources
   We integrated fund management data, risk reports, market data services and scenario analysis tools.
2. Structuring the data model
   Data was harmonized in a logical model with indicators such as coverage ratio, duration, solvency and impact of stress scenarios.
3. Dashboard development
   In Power BI, we built clear dashboards with scenario comparisons, stress tests and return summaries.
4. Guidance and training
   The board and risk management team received training in using dashboards and interpreting indicators.

Results

• Analyses of days reduced to a few minutes
• More control over policy choices and scenario planning
• Higher involvement of directors and committees
• Increased trust among supervisors in reporting quality

Learnings‍

With real-time dashboards, the pension fund is able to respond more quickly to market dynamics, substantiate risks and provide insight into scenarios. Data no longer became a burden, but a strategic advantage.

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