What is it about?
A well-known group from the financial services industry with a focus on capital investment needed a system to support portfolio managers in implementing sustainability criteria in accordance with ESG. digital movements was significantly involved in the conception and development of this platform.
What did we do?
- Elicitation of requirements, implementation of workshops and creation of rough and detailed concepts in cooperation with experts in the field of capital investment and portfolio managers of the client
- Development of an implementation concept for the platform (Sustainable Investment Research System). Consideration of the three dimensions ESG (Environmental, Social and Governance), the existing data sources (Eiris, Bloomberg, Thomson Reuters, Factset) and the client’s requirements.
- Creation of proposal documents for the platform
- Collaboration in the development of a prototype for the platform in cooperation with the client
Which methods/tools did we use?
- Enterprise Architect
- C#, WPF, Prism,
- NUnit
- Java SE, REST/Jax-RS
- Spring
- Tomcat
- Hibernate
- Sql Server
- JUnit
- Charles River IMS Web Services
- Osiris EAI
- Bloomberg API
- Thomson Reuters Eikon API
What results did we achieve?
The concept documents were approved by the customer and the contract with the customer based on the concept and offer documents was successfully concluded. The project was transferred to the next implementation phase and this was accompanied.
