Case Study: a Middle Eastern sovereign wealth fund streamlines shareholding disclosure with FundApps and SimCorp

a Middle Eastern sovereign wealth fund automates compliance in 3 months with FundApps

A Middle Eastern sovereign wealth fund faced the challenge of managing complex regulatory compliance across numerous jurisdictions for its diverse portfolio. The manual process was cumbersome and risky. Seeking to modernize and automate its shareholding disclosure process, the fund turned to FundApps and its Shareholding Disclosure service to replace its legacy provider.

FundApps implemented its solution, integrated with SimCorp's investment management system, to automate compliance monitoring and reporting. This eliminated manual tracking and reduced operational risk. As a result, the client successfully reallocated resources to higher-value tasks and transformed compliance from a daily burden into a streamlined, automated process.