Case Study: The Board of Pensions of the Presbyterian Church (U.S.A.) achieves centralized portfolio management, greater transparency, and faster reporting with Dynamo Software

Why Board of Pensions chose Dynamo

The Board of Pensions of the Presbyterian Church (U.S.A.), which manages a roughly $10.2 billion investment portfolio, struggled for years with no dedicated investment system—relying on Excel, Outlook and shared drives. That ad-hoc approach created inconsistent file naming and storage, limited transparency into communications, time-consuming manual reporting, and poor visibility into portfolio exposures and long-term data management.

The team implemented Dynamo’s cloud platform—using Research Management, Portfolio Management & Analytics, HoldingsInsight and Data Submission Forms—bringing a central document repository, automated tagging and data normalization, Power BI dashboards and custodian integration. The result was structured, searchable data, faster reproducible reporting (moving manual quarterly processes to monthly), full holdings-level visibility (including fixed income), improved transparency for auditors and stakeholders, and significant time savings across the investment and accounting teams.

The Board of Pensions of the Presbyterian Church (U.S.A.)

Lydia Yost

Director, Investment Operations and Compliance