Fast & Governed Analytics for Sovereign Wealth Fund

About the Customer

One of the world’s largest wealth funds

A top-tier wealth fund, managing a globally diversified portfolio with assets exceeding a trillion dollars. Focused on long-term value creation, the fund is recognized for its rigorous due diligence, strong performance oversight and commitment to transparency and sustainability.

Challenges

Overcoming BI bottlenecks to keep pace with dynamic markets

Each quarter, the fund’s private markets team needed to track performance across an ever-growing volume of portfolios by region, sector, strategy and holding. This entailed analyzing hundreds of millions of data points, which was challenging in their existing BI setup.

Traditional BI failed to deliver at scale: With thousands of portfolios to track, the data volumes were massive and constantly growing. Their existing analytics stack needed a boost in performance and scale to accelerate insights delivery.

Difficulty performing complex financial calculations: Teams struggled with real-time TWR, IRR and XIRR calculations on massive datasets. Dashboards lagged and couldn’t support dynamic, on-the-fly analysis across data combinations.

Governance loopholes and compliance risks: Sensitive data was being downloaded locally onto individual machines for analysis. This made it difficult for IT to govern access, enforce security or prevent data misuse, which posed serious compliance risks.

Inconsistent metrics across the enterprise: With multiple teams using their own formats, definitions and reporting logic, there was no consistent source of truth. The same metric could vary across reports, causing confusion during meetings and eroding confidence in the data.

Fragmented data, manual processes: Analysts spent hours manually stitching together data from Excel files, PowerPoint decks, BI tools and third-party systems. This consumed valuable time and left room for error.

Limited self-service capabilities: The private markets division was dependent on technical teams for complex data pulls, limiting agility. Drilldowns were limited, comparative analysis was slow and portfolio insights were often reactive.

Business Goals

Empower investment teams to think and act faster with real-time insights

Ability to calculate complex financial metrics and perform multi-dimensional analytics at high speed.

Scale to support expanding volumes of private market data across investment types, geographies and strategies.

Strong data governance to protect sensitive financial information.

Standardize metrics and calculations for self-service analysis without dependency on technical teams.

How Kyvos Helped

Enabled the fund to run advanced analytics at unprecedented speed and scale

Kyvos semantic layer helped scale analytics across millions of data points to support fast performance on their existing stack. The layer unified enterprise data across Databricks and other sources, enabling users to instantly and securely query data in real time using Power BI—without any need for extracts.

Faster, simplified financial analytics: Empowered the teams to instantly run complex financial calculations, even across portfolios with irregular cash flows and high transaction frequency.

Ensured compliance and traceability: Provided built-in role-based access controls, row and column-level security, version control and data encryption at rest and in transit.

Consistent metrics: The semantic layer standardized business logic and metrics definition and made them universally accessible to all teams—regardless of which BI tool they used.

Seamless connectivity: Kyvos fit right into their existing analytics ecosystem, which included cloud and on-premises platforms and multiple BI tools—no data movement or duplication was needed.

True self-service analytics: With drag-and-drop analytics and natural drill paths, the fund’s private market analysts became truly self-reliant. They could make faster decisions and perform deeper analysis without waiting on IT.