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For the COO of a $4 billion equity long/short hedge fund, modernizing the firm's investment infrastructure wasn't about adding another system. It was an opportunity to consolidate an increasingly fragmented technology stack, simplify how teams worked, and save millions in the process.
Existing systems for portfolio analytics, risk, attribution, and reporting solved a different part of the investment process. Portfolio managers, risk, investor relations, and operations often had to reconcile information across multiple vendors, spreadsheets, and internal workflows to answer what should have been straightforward questions.
The firm didn't need more technology. It needed fewer systems doing more.
As the firm scaled, so did the operational complexity behind the investment process.
Every new point solution introduced another dataset, workflow, and system to maintain. Routine reporting required coordination across teams. Investment questions could involve pulling information from multiple sources before anyone could begin analyzing the answer.
The cost wasn't limited to technology spend. It was also the time of the people operating it. Leadership wanted to simplify the stack without sacrificing the depth of analytics its investment teams relied on.
The firm selected Arcana because it could consolidate workflows that had previously required multiple systems. Arcana brought portfolio analytics, risk, attribution, RMS, and reporting into a shared platform, giving investment and operational teams access to the same underlying portfolio information.
Instead of adding another point solution, the firm could begin reducing its reliance on overlapping vendors and manual processes.
As the COO put it: “Most vendors solved one piece of the workflow. Arcana connected the workflow.”
Arcana was connected to the firm's portfolio and positioning data within days, allowing teams to begin using the platform without a lengthy implementation or change-management process.
Adoption followed because Arcana simplified workflows people were already performing.
Portfolio managers could get answers to investment questions faster. Risk and attribution became easier to access. Routine reporting could be automated. Investor relations could respond to portfolio questions with consistent underlying data. Operations spent less time reconciling information across systems.
The value wasn't simply a new set of analytics. It was removing work from across the organization.
Today, Arcana connects the firm’s portfolio analytics, risk, attribution, RMS, and reporting—replacing workflows that previously spanned multiple systems and teams. This connected foundation gives Arcana’s AI-powered workflows the full context of the firm’s research, portfolios, and investment history, enabling AI to reason across the investment process rather than in isolation.
Lower technology costs. The firm reduced spend by consolidating overlapping tools and infrastructure.
Less manual work. Routine reporting and data reconciliation that previously required operational effort are now automated.
Faster answers. Portfolio managers and risk teams can answer investment questions in minutes rather than navigating multiple systems.
A more scalable operation. The firm can support a growing investment organization without adding operational complexity at the same rate.
AI-powered workflows. The firm uses Arcana’s AI products, including MCP and AI agents, to connect portfolio data, automate investment workflows, and accelerate analysis.
For the COO, the impact goes beyond technology savings. Arcana has reduced the number of systems and manual workflows required to support the investment organization while giving teams capabilities the firm couldn't replicate through vendor consolidation alone.
As he sums it up, “Millions saved—and even that wouldn't get us there.”
