Case Study: Fondaco achieves automated monthly reporting and complete control over financial processes with Qlik

Fondaco - Customer Case Study

Fondaco SGR is a Turin‑based independent money manager (founded 2002) offering mutual funds for qualified investors. The firm needed to optimize analysis of fund data, automate top‑management reporting, and improve the quality and consistency of its analyses and reports across different business units.

Fondaco deployed QlikView to executives, fund managers and finance teams, delivering executive dashboards and financial/ad‑hoc analysis (fund composition, benchmark deviations, ex‑post and ex‑ante risk/performance). Implemented in days, the solution automated monthly reporting, saved significant time, provided flexible, unified data analysis, and — when paired with Definio — gave Fondaco full control over its financial process.

Fondaco

Giulio Casuccio

Head of Quantitative Management and Research