How Mawer achieved real-time portfolio visibility across multi-asset strategies with  SimCorp One

Mawer Investment Management, a privately-owned investment firm with over USD 80 billion in assets across equity, fixed income, global credit, and private equity, was facing a common challenge. Multiple bespoke applications created fragmented workflows where teams struggled with different sources of truth for pricing, compliance, and portfolio positions. Portfolio managers and traders operated in separate systems, requiring constant communication to track order status. To enable confident, timely investment decisions, the firm needed a unified platform that could streamline operations while providing a single source of truth for all investment and operations teams. 

The solution

Mawer selected SimCorp One as their integrated front-to-back investment management platform, replacing multiple legacy systems with a unified solution. The decision was driven by three key factors: 

1. Single platform eliminating complex integrations and multiple data sources 
2. Flexible configuration supporting diverse client and investment needs 
3. Open infrastructure and scalable infrastructure for future growth 

SimCorp One now serves as Mawer's operational foundation, providing: 

• Real-time order visibility for traders and portfolio managers across equity, fixed income, and global credit strategies 
• Unified data layer, serving as the golden source of truth for investment, accounting, and master and reference data. 
• Automated workflows connecting compliance, trading, and settlement teams 

The business benefits 

Portfolio management advantage 

SimCorp One delivers seamless integration between asset managers and traders, with real-time order visibility eliminating back-and-forth communication. Portfolio managers access their entire book of clients within one system, enabling efficient portfolio monitoring and faster decision-making across all investment strategies. 

Scalable infrastructure 

The integrated front-to-back platform provides the foundation to manage growing portfolio complexity without resource or cost overhead. By removing integration and data reconciliation challenges, portfolio managers can efficiently expand their capabilities across multiple asset classes and client portfolios. 

Operational risk reduction  

SimCorp One’s unified data foundation provides a single source of truth for performance, attribution, security master, compliance, and positions. All teams work within the same platform, with automated workflows flagging data quality and compliance issues in real time, significantly reducing operational noise and risk.