Case Study: BAE Systems Pension Funds achieves faster, granular private-equity reporting with Dynamo Software

Why BAPFIM chose Dynamo to streamline its investment portfolio management efforts

BAE Systems Pension Funds Investment Management Ltd (BAPFIM) manages the pension investments for the BAE Systems Pension Scheme, one of the UK’s largest defined‑benefit schemes. Before adopting Dynamo, BAPFIM relied on a dated, siloed portfolio system that made data reconciliation difficult, produced cluttered and inconsistently named records, and required repetitive, manual reporting processes that hampered timely access to granular investment data.

BAPFIM selected Dynamo for its unified, flexible platform and dynamic reporting capabilities; today the team uses templates, a bulk transactional import, and an Excel add‑in to streamline portfolio reporting and research management. Quarterly reporting that once took two weeks now completes in minutes, files and notes are centralized in a single CRM, trustee reporting gained greater granularity, and staff time has been redirected to higher‑value investment analysis—making Dynamo a critical part of their workflow.

BAE Systems

Richard Buckle

Portfolio Manager