Case Study: UC Investments achieves rapid legacy-to-agile transformation and unified multi-asset platform with Nasdaq

Legacy to Agile Driving change at UC Investments, a $125 Billion Pension & Endowment

UC Investments, which manages a $125 billion multi‑asset portfolio for the University of California, faced the common challenge of moving off fragmented legacy systems to a single, agile technology framework that could handle complex investment data, regulation and multi‑team workflows. Nasdaq (NASDAQ Asset Owner Solutions) was engaged to help reimagine their technology and operating model to replace piecemeal point solutions with a unified approach.

Nasdaq implemented an integrated framework to pull investment data and processes together across all asset classes and teams into an intuitive, enterprise‑wide platform, enabling rapid adoption and clearer governance. The result: UC Investments completed the transformation in one year, demonstrating that even a $125 billion pension and endowment can achieve faster, more flexible operations and improved readiness for future complexities under Nasdaq’s solution.

UC Investments

Arthur Guimaraes

Chief Operation Officer