The customer
Lansdowne Partners is a $9.5bn UK investment firm known for its long-term, value-oriented approach.
Founded in 1998, Lansdowne Partners is an active alternative investment firm focused entirely on equities investing. Lansdowne Partners manages capital for some of the world’s largest and most sophisticated investors including pensions, endowments & foundations, family offices and wealth managers.
The challenge
With a diverse portfolio and a reputation for disciplined investing, Lansdowne required a modern, scalable solution to support its growing operational and reporting demands.
The approach
Lansdowne Partners selected HUB Performance Reporting, a SaaS solution that simplifies and automates reporting workflows.
- HUB delivered integration and standardization of performance data across all funds from internal systems and third-party vendors
- Automated share class performance calculations that were auditable and ready for internal and investor use
- Access to all historical performance data for reporting and audit purposes
The outcome
HUB Performance Reporting automates and governs Lansdowne’s reporting workflows by centralising multi-fund data, streamlining share class calculations, and providing auditable historical access.
Lansdowne successfully transitioned from multiple spreadsheets to a governed, automated reporting process. Key benefits included:
- Improved accuracy and consistency in performance metrics
- Faster reporting cycles, reducing time-to-delivery
- Enhanced governance and auditability across reporting workflows
- Scalable infrastructure to support future growth
Implementation highlights
- Zero-cost PoV: Delivered under NDA with full onboarding support
- Lightweight Implementation: onboarded with limited disruption to the team
- Simple & Straightforward Commercials