Case Study: CarVal Investors achieves 95% appraisal participation and global talent alignment with Saba

Investment firm makes multi-faceted gains in talent management

CarVal Investors, a Cargill majority-owned global investment firm managing over $10 billion in assets with ~125 investment professionals and 200+ support staff across 10 offices, struggled with a cumbersome, home-grown talent management system. The old platform had vague competencies, slow multi-screen workflows, delayed reporting, low appraisal completion (<50%) and weak alignment between individual activities and corporate strategy — problems exacerbated by the firm's distributed, time-zone-spanning workforce.

CarVal implemented Halogen’s cloud-based talent management (Halogen Performance), creating finance-specific competencies, a one-page continuous-scroll appraisal with competency rollovers, and clear goal alignment tools. The configurable, globally implemented solution plus manager coaching sped reporting and administration, raised appraisal participation to 95%, improved talent-management satisfaction, and helped leadership clarify corporate objectives and build toward succession and calibration processes.

CarVal Investors

Paul Holstead

HR Regional Manager