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Unlocking interactive portfolio insights
Extending a pension fund’s PMS with a visual analytics and reporting layer
Client
Pension fund
Services
Power BI Dashboards and PMS integration
Industries
Financial Services/ Wealth and Asset Management
The problem
Board reporting was a central and time-consuming process for the client, requiring the consolidation of portfolio insights, risk metrics, and external data into a coherent view.
The client, a Swedish pension fund, uses FA Solutions as its portfolio management system (PMS) to manage transactions, positions, and asset performance. The system provides a powerful analytical engine with a wide range of pre-calculated metrics across asset classes, including fixed income, equities, and private markets.
However, the client lacked a flexible way to visualize and combine these insights with additional datasets, such as stress test results and other reporting inputs.
The ambition was therefore to extend their setup with an additional reporting and visualization layer, while keeping the PMS as the single source of truth
Our approach
Combining our understanding of portfolio data with tools like Microsoft Fabric and GraphQL APIs, we built an integration that retrieves, structures, and visualizes the data.
The solution extends the client’s PMS with an interactive reporting layer built in Power BI, designed to support both reporting and ad-hoc analysis.
A core design principle was to align the reporting layer with the analytical logic of the PMS. Rather than reconstructing calculations externally, the solution primarily consumes pre-calculated values. This approach ensures consistency and avoids the risk of discrepancies that can arise when logic is duplicated across systems.
Our impact
The resulting interactive dashboards cover several KPIs, including:
Time-weighted returns and contribution analysis
Capital flows and private market metrics such as DPI and TVPI
Market valuations and portfolio allocation
Profit and performance development
Pension-specific indicators such as debt levels, consolidation ratio, and net flows
The dashboards are primarily used for reporting, but also support ad-hoc portfolio analysis and internal monitoring.
The result is improved reporting efficiency and a reduction in the need for manual compilation across tools.
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