Case Study: Charter Hall achieves increased business agility and automated forecasting with MRI Software

Charter Hall increases business agility with MRI Software

Charter Hall is a real estate investment trust managing nearly $23 billion in assets across commercial, retail logistics and industrial sectors. Rapid growth left its legacy systems strained by 2014: more funds, staff and complex fund requirements drove up operational costs and reduced the firm’s flexibility to build fund models, run scenarios and respond quickly to opportunities.

Charter Hall implemented the MRI Investment Modeling suite to automate Australian fund modeling and improve data quality and processes. The platform replaced thousands of spreadsheet transfers with point-and-click forecasting, cut budgeting cycles from weeks to less than a day, enabled quarterly forecasting, and delivered real-time visibility, faster calculations and greater accuracy—boosting the firm’s agility and scenario-planning capabilities.

Charter Hall

Aidan Coleman

Chief Technology Officer