Performance Measurement System Design

areas we improved:
Environment Cost and Efficiency, Operations Tools and Processes, Return Quality, Return Periodicity and Granularity
Client Type

American multinational financial services corporation, with 10 million accounts and $1.45 trillion in assets

  • Design a new Performance Measurement system to support position-level daily performance for 10 million accounts
  • Consolidate 3 legacy performance systems into the new platform
  • Lower overall technical and operational costs to produce Performance returns
  • Improve accuracy, periodicity, and granularity of returns
  • Architect the solution to fit within the new enterprise-wide client reporting platform
Enosys Roles and Team


  • Between 4 and 9, depending on phase


  • Thought leadership
  • Best practices
  • Project structure, guidance, and execution


  • Subject Matter Expertise
  • Business Analysis
  • Project Management
  • Technical Analysis
  • User Acceptance Testing
Project Result
  • Consolidation of 3 legacy systems into the one new platform, with a 25% decrease in environment cost
  • Improvements in calculation accuracy by 15%
  • Improvement in calculation granularity from segment level to position level
  • Improvement in periodicity from monthly to daily
  • 50% decrease in Performance operations manpower and cost
  • Rollout of new benchmark functionality and user-level controls
  • Rollout of new composite functionality and user-level controls
  • Integration into new enterprise-wide client reporting platform
  • Project went live with no related defects with return calculations or operational improvements
Follow up Assignment

Client engaged Enosys to add Non Custody data to the Performance process

  • Include outside assets into the Data Warehouse
  • Develop new exceptions processing standards
  • Integrate all assets into the new Performance platform
Similar Projects

Contact Enosys for examples of other Performance system design projects, with clients that include:

  • Swiss integrated financial services company with $300 Billion in assets